News, Comment & Analysis results for SEI

Technology
February 23, 2024

SEI Steps Up Artificial Intelligence Strategy

The TIFIN business is working to speed up use of AI tech in the wealth management space, among

People Moves
February 22, 2024

Who’s Moving Where In Wealth Management? – Polar Capital Holdings, Ezra Group, Others

The latest moves and appointments in wealth management in the Americas.

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant

Strategy
February 6, 2024

EXCLUSIVE: Revamped Focus Financial Faces Delicate Balancing Act

The newly-installed president of Focus Financial gives his first interview since being named in the

Financial Results
February 1, 2024

Net Income Rises At SEI Investments

The US-headquartered group, operating in several regions of the world, serves private banks and

Technology
January 29, 2024

Software Winners: What New T3 Tech Survey Reveals

Our US correspondent, attending a major industry conference in Nevada, looks into the contents of

M and A
January 8, 2024

Summary Of North American M&A For September, October, November and December 2023

A summary of M&A moves in the four months to the end of December last year. Familiar names such as

Wealth Strategies
January 8, 2024

Spotlight On Private Markets In 2024 – UBP

Swiss private bank Union Bancaire Privée has recently released its "Private Markets Outlook 2024"

Strategy
January 2, 2024

Three Provocative Wealth Management Questions for 2024

This publication’s US correspondent looks at what he considers are some of the most prominent

Surveys
November 20, 2023

High Inflation, Rates Powerful Investment Influence In 2023 – Schroders

Higher interest rates and inflation are creating a new investment landscape. Schroders Global

Comment & Analysis results for SEI