Oakglen Wealth Limited Goes Live on the SEI Wealth Platform

LONDON, 10 May, 2023 – SEI^® (NASDAQ:SEIC) announced today that Oakglen Wealth Limited (Oakglen) adopted the SEI Wealth Platform^SM (SWP). Under the five-year agreement, SWP will support Oakglen’s existing Jersey-based wealth management business, as well as their newly launched UK business.

Oakglen converted its UK wealth management business onto SWP in early March, and its Jersey business is expected to follow later this year. Oakglen will benefit from SWP’s integrated operations infrastructure, custody services, and technology. Oakglen will be the first UK client utilising SWP’s Client Acquisition Services, and they will also be utilising the Portfolio Management Experience across multiple office locations to deliver a holistic portfolio management view.

Commenting on the decision to partner with SEI, Jamie Crawford, Oakglen Group Head of Wealth Management, said:

“We are delighted to adopt the SEI Wealth Platform to support our UK and Jersey wealth business. We selected SEI due to their reputation within the market, and we are confident that they will support our strategic growth ambitions.”

Jim London, Head of SEI’s UK Private Banking and Wealth Management business and COO of SEI Investments (Europe) Ltd., said:

“We are proud that Oakglen have taken the decision to adopt the SEI Wealth Platform. We are pleased to begin our strategic partnership at such an exciting time with Oakglen’s launch of their wealth management business in the UK. Their decision to select SEI demonstrates the SEI Wealth Platform’s ability to power growth and enable confident business transformation for our clients. We look forward to partnering with them to support their long-term strategic goals.”

About SEI^®

SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of March 31, 2023, SEI manages, advises, or administers approximately $1.3 trillion in assets. For more information, visit seic.com.