Close Brothers partners with technology firm SEI for platform offering

The firm will be adopting the SEI Wealth Platform (SWP) and SEI Data Cloud, a technology, data and operational outsourcing solution. CBAM said it chose SEI following a "comprehensive, multi-stage selection process" involving several providers. Several CBAM employees will join SEI's SWP operations team as part of the agreement. SEI and CBAM said they will 2work closely to ensure a smooth and successful transition". Alongside the SEI partnership, CBAM will also adopt Objectway's Portfolio Management Solution, and outsource order execution activities to Winterflood Business Services (...