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SEI Appoints Head Of Sales For UK Private Banking Business
SEI has appointed Andrew Booker as Head of Sales within its private banking business as it continues to expand in the U.K.
SEI Wealth Platform Achieves Recognition Of Financial Stability
SEI's end-to-end wealth processing and wealth management solution, the SEI Wealth Platform, has been promoted to B+ status by financial ratings firm AKG, making it now one of the highest-rated U.K. platforms.
America's Emerging Wealthy Prefer Wealth Relationship Managers To Specialists, According To SEI Study
As wealthy Americans attempt to manage their money without detracting time from family, work, and personal priorities, a new study shows they prefer to rely heavily on relationship managers for navigating their financial future rather than supporting product specialists.