As the SEI Wealth Platform recently celebrated its 15-year anniversary, Sanjay Sharma explains how an internal philosophy of constant evolution and revolution keeps us on the forefront of change.
Three technology questions the wealth management industry should ask in an M&A deal.
SEI Investments (Europe) Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 191713). Registered Office; 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. Registered in England and Wales – company number 03765319. VAT number: GB 756 9796 52.