Who's Moving Where In Wealth Management? – SEI
The latest wealth management moves in North America.
SEI, a financial services company, has appointed Sandy Ewing as executive vice president to lead the company’s family office and regulatory services.
In the new role, Ewing will work with SEI’s business segment leaders to advance business opportunities and execute growth strategies in existing and new markets for these offerings, the firm said in a statement this week. She will report to CEO Ryan Hicke.
Ewing is 27-year SEI veteran who brings more than 40 years of financial services experience, spanning the wealth management, trust, custody, and securities servicing industries, the firm added.
Welcoming the move, Ewing said: “The demand for digital transformation, transparency, and compliance continues to place pressure on financial intermediaries to keep up while scaling their businesses.”
“The industry is ripe with opportunities to help our clients embrace change, stay ahead, and make confident decisions for their futures – and their investors’ futures,” she added.
“As technology and asset management increasingly become inextricably linked, we’re focused on solving our clients’ most complex challenges, meeting their emerging and converging needs, and helping them transform their businesses,” Hicke said.
“Sandy’s perspective and experience navigating the ever-evolving financial services landscape will be critical in identifying opportunities and maximizing our capabilities to help them meet the demands of today and tomorrow,” he added.
Previously, Ewing was head of TRUST 3000® for SEI’s private banking business, leading business development, relationship management, service delivery, and project and solution management.
She is also an executive board member and treasurer for New Leash on Life USA and a board trustee for the Eluna Network.
SEI 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 June 30, 2022, SEI manages, advises, or administers approximately $1.3 trillion in assets.