Oakglen will be the first UK client to use SWP’s Client Acquisition Services.
SEI, the US-headquartered investments and tech solutions group, said that Oakglen Wealth Limited has adopted its SEI Wealth PlatformSM (SWP) on a five-year agreement.
SWP will support Oakglen’s Jersey-based wealth management business, as well as its 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, SEI said in a statement.
Oakglen will be the first UK client to use SWP’s Client Acquisition Services. It will also use the Portfolio Management Experience across its offices.