News results for SEI

People Moves
20 June 2022

SEI Names Private Banking Head

The Oaks, Pennsylvania-based investments and technology solutions group works across a number of...

1 April 2022

Claims Over European "Tax Havens" Swirl Amid Sanctions

A firm specialising in AML work has seized on the crackdowns against Russian oligarchs to say how...

Banking Crisis
14 March 2022

Editorial Comment: Wealth Managers' Russian Client Problem

The world's wealth management industry finds itself in the centre of arguments about how far and...

New Products
1 February 2022

What's New In Investments, Funds? – SEI, Maybank, Octopus

The latest product and service offerings, including funds, in the wealth and asset management...

10 December 2021

Waverton Adopts SEI’s Wealth Platform To Boost Growth

The move by the UK investment manager reflects a growing trend of larger British wealth managers...

WM Market Reports
11 June 2021

Global Wealth Grows; Firms Must Seize Revenue Growth Opportunities - BCG Report

In one of the main annual wealth management reports, Boston Consulting Group casts its eye on the...

29 March 2021

SEI Extends Strategic Partnership With Brewin Dolphin

The partnership between the firms started in 2012. ...

18 March 2021

SEI Trumpets Wealth Platform Client Take-Ups

The group, part of US-based SEI, reported on a number of new private bank clients, as well as...

5 March 2021

Asset Tokenisation: Why Wealth Managers Must Get In The Game

A private banking house argues that distributed ledger technology such as blockchain and asset...

24 July 2020

Net Income Dips At SEI Investments

SEI operates in a number of areas, including wealth management and family offices, providing a...

Comment & Analysis results for SEI

Company Profiles
25 July 2022

Taking Blockchain Down A More Mainstream, Energy-Efficient Path

This publication talks to investor, restauranteur, sports sponsor, Saxo Bank co-founder and...

Investment Strategies
24 May 2021

We Need To Talk About Inflation - Wealth Managers' Reactions

Whether it is a temporary rise or something more durable, recent data pointing to a sharp rise in...

19 April 2018

Wealth Managers Outsource Tech As Compliance Costs Bite

This publication interviewed SEI's wealth business about effects of regulation on wealth managers,...

Market Research
16 June 2016

Survival Of The Fittest: The Rise Of The Omni-Channel Advisor And The Social Media Paradigm - Research

The digital revolution has seismically shifted clients’ service expectations and, in particular,...

12 December 2013

The Role Of Technology In Enterprise Risk Management - White Paper

A new white paper looks at the growing significance of "enterprise risk management" - one of the...

6 November 2013


The first draft of Switzerland’s seismic financial reform legislation was supposed to be...

22 October 2013

FEATURE: Moving On From Legacy Technology Systems In Wealth Management

Most wealth management firms are still deploying capital in a “fragmented fashion” when it...

White Papers
26 May 2010

Exotic To Mainstream - Growth Of Alternative Mutual Funds - SEI White Paper

Demand for alternative or non-correlated strategies in US mutual fund and European UCITS formats is...

Asset Management
3 August 2007

Banks Seize Global Warming Investment Opportunities

Mounting public concern about the effects of climate change and the attempts of politicians to...

4 December 2002

Wealth report: Brokerage model increasingly inappropriate for very wealthy in US