WealthBriefing: SEI Trumpets Wealth Platform Client Take-Ups

Wealth Briefing cover the significant global moment shown by SEI’s Private Banking business during the last 12 months.

‘Over the last 12 months, SEI implemented seven private banking clients, six of which were completed fully remotely because of COVID-19 restrictions. "Of the additional seven new clients who signed SWP agreements in the last 12 months, two of those deals were completed from start to finish without a single in-person meeting, fully remote.”’

Important Information

While considerable care has been taken to ensure the information contained within this document is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information.

This information is issued by SEI Investments (Europe) Ltd (SIEL), 1st Floor, Alphabeta, 14-18 Finsbury Square, London, EC2A 1BR. SIEL is authorised and regulated by the Financial Conduct Authority (FRN 191713).