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SEI Wealth Platform Continues Momentum Converting Two New Private Bank And Trust Clients In One Weekend
SEI announced today the conversion of two new clients to the SEI Wealth PlatformSM (the Platform).
SEI Wealth Platform Flows Increase More Than 30 Percent Year-Over-Year In UK
SEI announced today significant growth in its U.K. Private Banking business, demonstrating more than 30 percent year-over-year growth as compared to the first half of 2014, according to the company’s most recent earnings announcement.
Serving America's Young Wealthy Requires An Industry Shift, According To SEI Report
As wealth management firms focus broadly on addressing the needs of the next generation, a new report explores the differences between America’s youngest millionaires, their older counterparts, and their global peers.