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press-release 6 November, 2024

Close Brothers Asset Management and SEI Announce Strategic Partnership

Technology and Operational Outsourcing Drives Scale and Growth

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11 April, 2024

Will AI transform alternatives?

Artificial intelligence is quickly moving from the fringe to the mainstream. What does that mean for investors, allocators, and asset managers?

30 March, 2024

Building future foundations

Alex Twiss, Managing Director at Connor Broadley, on the future transformation of wealth management.

30 March, 2024

The changing adviser role

Alex Twiss, Managing Director at Connor Broadley, on the evolution of the adviser relationship.

30 March, 2024

Three pillars of transformation

Mayank Prakash, Group Chief Operations Officer at Evelyn Partners, on the key elements of wealth management transformation.

30 March, 2024

Evolving through technology

Mayank Prakash, Group Chief Operations Officer at Evelyn Partners, on technology opportunities and challenges.

22 March, 2024

Technology-enabled client experiences

Grayson Greer, Managing Director at Global First Rate, on emerging technologies in wealth management.

22 March, 2024

Innovative hiring strategies to attract talent

David Lincoln, Partner at WISE Insights, on sourcing talent for wealth management firms

22 March, 2024

Pricing strategies to drive revenue

David Lincoln, Partner at WISE Insights, on realising future revenue for wealth managers

Blue and aqua kinetic balls swinging against a bright orange background, suggesting momentum
26 January, 2024

Can private credit maintain momentum?

Private lenders played a central role in fuelling growth and innovation in recent years. Can they successfully navigate a more challenging market environment?

case-study 25 January, 2024

Unlocking scalable growth for the future

Michael Allen, Chief Operating Officer at Waverton Investment Management, shares how their strategic partnership with SEI is enabling business transformation to meet their goals.

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25 January, 2024

Private market operations: A rising bar

If private really is the new active, the competition for assets will only get fiercer.

blog 28 October, 2023

Putting the P in partnership: A five-step plan

Making culture front and centre in your strategic partnerships.

file-article
6 September, 2023

From idea to reality

Organisational change requires more than retooling the mechanics of your business.

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23 August, 2023

Evolving distribution models in alternative investments

New markets. Different investors. Game-changing platforms. Read the full paper below or download the PDF for later.

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blog
3 July, 2023

Asking the right questions can help you find a proven, trusted partner

There are a number of ways potential platform providers can earn your trust, such as with a proven track record and an intimate knowledge of your market space. Asking the right questions can help you find a partner who also provides long-term value and commitment to future business goals.

press-release 24 May, 2023

SEI Extends Long-term Relationship with Verso

SEI Wealth Platform to Help Power Growth for IFA Consolidator

press-release 10 May, 2023

Oakglen Wealth Limited Goes Live on the SEI Wealth Platform

Technology and Operational Outsourcing to Power Oakglen’s Growth Ambitions and New UK Business

press-release 23 March, 2023

SEI Extends Relationship with Evelyn Partners

Five-Year Extension Reflects Strength and Longevity of Strategic Partnership

press-release 22 February, 2023

SEI Extends 10-year Relationship with Veritas Investment Partners

Extension Reflects Strength of SEI’s Proposition for Private Client Investment Managers

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blog
2 February, 2023

Stay on the forefront of change

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.

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file-article
29 December, 2022

Evaluating technology within mergers and acquisitions (M&A) strategies

Three technology questions the wealth management industry should ask in an M&A deal.

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blog
22 December, 2022

Evolving leadership: staying ahead of client expectations

From tech to talent, transparency, and culture, Sanjay Sharma is bringing a new leadership perspective to private banking and wealth management at SEI.

press-release 10 November, 2022

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity

A green tree with leaves reminiscent of coins, representing a growing retirement
28 September, 2022

Innovations for in-plan retirement income.

Several factors have combined to drive renewed interest in in-plan retirement income solutions

press-release 22 August, 2022

SEI Introduces SEI Data Cloud

SEI Introduces SEI Data Cloud

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case-study
13 June, 2022

Client stories

A true strategic partner coupled with a modern, flexible platform. Discover how we collaborate with our clients, through a mixture of people, process, and technology, to help them reach their unique goals.

press-release 7 December, 2021

Waverton Adopts SEI Wealth Platform

Technology and Operational Outsourcing Enables Efficiency and Scale to Support Ambitions

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case-study
11 August, 2021

A year of strategic partnership

In our strategic partnership with Connor Broadley, collaboration has been key to success.

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case-study
11 August, 2021

Connor Broadley's experience using Portfolio Manager Experience (PME)

A client's experience of using Portfolio Manager Experience.

press-release 22 July, 2021

The Future of Private Market Investing Finds Broader Access, Secondary Market Activity and Increased Liquidity Key for Growth

Private Markets Evolving to Meet Market Demands, Becoming More Mainstream

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blog
6 July, 2021

Business processes: A key success factor for modern wealth managers

Firms with well-defined objectives capabilities are more likely to succeed.

press-release 29 June, 2021

Netwealth Investments Limited Extends Strategic Partnership with SEI

Extension Reflects Importance of Integration and Collaboration

press-release 6 May, 2021

SEI Wins in “Outsourcing and Business Process Outsourcing” at Family Wealth Report Awards 2021

Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise

megaphone 18 March, 2021

WealthBriefing: SEI Trumpets Wealth Platform Client Take-Ups

SEI announced significant global momentum in its Private Banking business

press-release 17 March, 2021

SEI Drives Global Momentum in Wealth Management Market

Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment

megaphone 17 February, 2021

Family Wealth Report: How To Think About Buying Wealth Management Technology

SEI talks about about the key considerations when buying wealth management technology.

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blog
8 December, 2020

Lessons learnt during a remote implementation

For Anita Juneja, Head of Relationship Management and Client Service, a recent conversation with our newest client highlighted the importance of true partnership and experienced, well tested processes to a successful implementation.

press-release 7 October, 2020

Connor Broadley Go Live on SEI Wealth Platform in a Fully Remote Environment

Successful Virtual Client Implementations Rely on Readiness and Trusted Strategic Partnership

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case-study
4 October, 2020

People leading the way

How fully integrated change management can maximise your investment

megaphone 20 February, 2020

Funds Europe: APIs and Innovation: Ecosystems Are Go!

Growing use of APIs could offer a new era of open innovation in the asset management world

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case-study
19 September, 2019

MiFID II: transaction reporting

MiFID II: Transaction Reporting

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case-study
16 September, 2019

MiFID II: Costs and Charges

Collaboration with firms, regulators and industry bodies ensured transparency and efficiency gains for new MiFID II costs and charges regulations

megaphone 1 June, 2019

PEI: Navigating the credit frontier

How to leverage technology and operations in the current private debt climate

press-release 14 March, 2019

SEI Report Reveals Myriad Private Debt Opportunities for Managers and Investors

Asset Class Goes from Periphery to Prominence

Wealth and Asset Managers