News, Comment & Analysis results for SEI

24 March 2015

EXCLUSIVE COMMENT: Wealth Dynamix On Conduct Risk And Why Wealth Managers Must Not Miss An Opportunity

The term "conduct risk" may make wealth managers groan about the chances of yet more regulation -...

M and A
9 March 2015

Liechtenstein Bank Offloads Swiss Business

As part of its strategic refocus, the bank has shed its swisspartners operation. ...

13 February 2015

Private Equity Liquidity Up; Investors Still Unsatisfied – Global SEI Survey

Liquidity in the private equity industry has increased but demands are still unmet, according to a...

People Moves
15 December 2014

SEI Appointment Designed To Push Further Into UK Private Banking Sector

SEI, the US-headquartered investment, outsourcing and technology consulting firm, has appointed...

28 July 2014

Non-Profits Devote More Effort On Risk Management To Survive Long-Term - SEI

Non-profits are devoting more time and resources to managing risks more effectively so they have a...

23 June 2014

German Customs Authorities Seize Client Data From Coutts

German customs authorities have seized two containers containing more than 14,000 files on account...

New Products
2 June 2014

UK's Prime Wealth Group Targets £5 Million For New EIS/SEIS Platform

Advisory broker Prime Wealth Group, owned by UK-based investment manager Omada Capital, has...

13 May 2014

Towry Signs New Seven Year Contract With SEI

Towry has re-signed with wealth platform provider SEI until 2021. ...

12 May 2014

Storm Gathers Over UK Plans To Seize Owed Taxes Without Legal Clearance

A political storm is brewing in the UK over plans by the government to let the national tax...

WM Market Reports
8 May 2014

Capturing Assets, Enhancing Client Relationships With Wealthy Of The Future

A report says it is becoming clearer that investors at different stages of life seek contrasting...

Comment & Analysis results for SEI