News, Comment & Analysis results for SEI

7 June 2024

UK's Wealth Sector Must Get A Grip On Productivity – SEI Study

Weighed by continual compliance costs, demands from clients for new, faster offerings and the...

People Moves
15 November 2023

SEI Names Wealth Leader For UK, EMEA And Asia

The firm has also announced a number of other important roles as it seeks to realign its resources...

People Moves
22 June 2023

SEI Appoints Former Refinitiv Figure As Head Of New Business Ventures

The appointment sheds light on SEI's determination to encourage and incubate new ideas and...

People Moves
7 June 2023

New CEO Of SEI Investments Europe Named

Leadership evolution reflects company’s focus on global market opportunities. ...

30 May 2023

BlackRock Favours Fixed Income

BlackRock has published the findings of its Global Family Office Report, entitled "Seizing...

11 May 2023

UK Wealth Firm Adopts SEI's Platform

Oakglen will be the first UK client to use SWP’s Client Acquisition Services. ...

People Moves
13 December 2022

Who’s Moving Where In Wealth Management? – Ocorian, Seilern Investment Management

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

23 November 2022

Digital Digest: The Latest Tech News – SEI, Canoe

The latest technology news in the wealth management sector from around the world. ...

People Moves
14 November 2022

EXCLUSIVE: SEI's Europe CEO To Depart Next June

Brett Williams, who is leaving in June 2023, has worked in the financial services industry for more...

New Products
14 November 2022

Digital Digest: The Latest Tech News – SEI, LifeYield

The latest technology news in the wealth management sector from around the world. ...

Comment & Analysis results for SEI

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

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...