News results for SEI

People Moves
13 December 2022

Who’s Moving Where In Wealth Management? – Ocorian, Seilern Investment Management

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

23 November 2022

Digital Digest: The Latest Tech News – SEI, Canoe

The latest technology news in the wealth management sector from around the world. ...

People Moves
14 November 2022

EXCLUSIVE: SEI's Europe CEO To Depart Next June

Brett Williams, who is leaving in June 2023, has worked in the financial services industry for more...

New Products
14 November 2022

Digital Digest: The Latest Tech News – SEI, LifeYield

The latest technology news in the wealth management sector from around the world. ...

Financial Results
1 November 2022

SEI's Net Income Slides On Voluntary Separation Programme; Revenues Dip

The firm took a one-off charge from its programme aimed at long-tenured employees, and it cost $57...

Family Business Insights
9 September 2022

Family Enterprises Brace For Volatility, Digital Upheavals: White Paper

The world of the 2020s appears to be a turbulent place, so how can family enterprises adapt and...

23 August 2022

Digital Digest: The Latest Tech News – SEI, PassFort

The latest technology news in the wealth management sector from around the world. ...

People Moves
20 June 2022

SEI Names Private Banking Head

The Oaks, Pennsylvania-based investments and technology solutions group works across a number of...

1 April 2022

Claims Over European "Tax Havens" Swirl Amid Sanctions

A firm specialising in AML work has seized on the crackdowns against Russian oligarchs to say how...

Banking Crisis
14 March 2022

Editorial Comment: Wealth Managers' Russian Client Problem

The world's wealth management industry finds itself in the centre of arguments about how far and...

Comment & Analysis results for SEI

Company Profiles
25 July 2022

Taking Blockchain Down A More Mainstream, Energy-Efficient Path

This publication talks to investor, restauranteur, sports sponsor, Saxo Bank co-founder and...

Investment Strategies
24 May 2021

We Need To Talk About Inflation - Wealth Managers' Reactions

Whether it is a temporary rise or something more durable, recent data pointing to a sharp rise in...

19 April 2018

Wealth Managers Outsource Tech As Compliance Costs Bite

This publication interviewed SEI's wealth business about effects of regulation on wealth managers,...

Market Research
16 June 2016

Survival Of The Fittest: The Rise Of The Omni-Channel Advisor And The Social Media Paradigm - Research

The digital revolution has seismically shifted clients’ service expectations and, in particular,...

12 December 2013

The Role Of Technology In Enterprise Risk Management - White Paper

A new white paper looks at the growing significance of "enterprise risk management" - one of the...

6 November 2013


The first draft of Switzerland’s seismic financial reform legislation was supposed to be...

22 October 2013

FEATURE: Moving On From Legacy Technology Systems In Wealth Management

Most wealth management firms are still deploying capital in a “fragmented fashion” when it...

White Papers
26 May 2010

Exotic To Mainstream - Growth Of Alternative Mutual Funds - SEI White Paper

Demand for alternative or non-correlated strategies in US mutual fund and European UCITS formats is...

Asset Management
3 August 2007

Banks Seize Global Warming Investment Opportunities

Mounting public concern about the effects of climate change and the attempts of politicians to...

4 December 2002

Wealth report: Brokerage model increasingly inappropriate for very wealthy in US