Technology
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. ...

Financial Results
1 November 2022

SEI's Net Income Slides On Voluntary Separation Programme; Revenues Dip

The firm took a one-off charge from its programme aimed at long-tenured employees, and it cost $57...

Family Business Insights
9 September 2022

Family Enterprises Brace For Volatility, Digital Upheavals: White Paper

The world of the 2020s appears to be a turbulent place, so how can family enterprises adapt and...

Technology
23 August 2022

Digital Digest: The Latest Tech News – SEI, PassFort

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

People Moves
20 June 2022

SEI Names Private Banking Head

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

Offshore
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...