‘The Transformation of Wealth Management’ – Part 1
According to our latest white paper, current market dynamics present wealth management organisations with several challenges to growing revenues, minimising costs and optimising capital allocations.
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War For Talent
SEI recently conducted two surveys to identify the most important factors influencing a firm’s ability to attract and retain high performing Relationship Managers. The first study targeted top executives within wealth management organisations, while the second study sought the opinions of RMs themselves.
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SEI's 2007 Quick Poll - The War for Talent
SEI recently conducted a worldwide quick poll which examines the drivers in attracting and retaining relationship managers.
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Discovery: A Fresh Approach to Building Relationships with Wealthy Boomers
In this report, SEI explores the relationship banks have with their customers today and how that relationship must transform for banks to successfully meet the needs of the wealthy Baby Boomer. Product or service expansion alone won’t yield that transformation. It begins with the process wealth managers use to engage clients and carries through the entire client relationship.
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Report – The Practices of European Private Banks
SEI launches its second report into the practices of European private banks. This, the latest, focuses on the pressures facing private banks to meet the changing needs of today's wealthy individuals.
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Connect With Your Clients
The first outsourcing solution for private banks aims to cut costs and transform client servicing. But is Europe ready for the revolution? SEI believes Europe needs it, and, more importantly, that it wants it.
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SEI's Multinational Research
Outsourcing & the Wealth Management Services: Ten Key Conclusions. SEI's multinational study looks into current practice among European Private Banks to understand exactly what our clients need.
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