SEI

'M&A is reshaping UK wealth management at an unprecedented pace'

'The industry faces a radical shift in generational expectations'

Continued appetite and momentum in M&A space

To manage its ‘Pegasus’ MPS range

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

SEI restricted from launching products and onboarding institutional clients

Stephen Harper leads the business as CEO

Important to consistently evaluate your tools for value and gaps

'As important as diverse talent, a collaborative culture is critical'

Several CBAM employees to join SEI’s operations as part of agreement