Sei Invts Co Stock Price, News & Analysis

SEI (NASDAQ:SEIC) has appointed Robert Hum, CAIA, as Head of Investment Product Development and Activation, reporting to Michael Lane, Head of SEI's Asset Management business. Hum brings 15 years of industry experience, most recently serving as Managing Director at BlackRock where he led U.S. Factor, Outcome and Alternative ETFs strategy.

Additionally, Heather Corkery, CFA, has transitioned to Director of Investment Product Development and Activation, reporting to Hum. With over 20 years of experience at SEI, Corkery will focus on developing product activation strategy and go-to-market planning.

This strategic leadership expansion aims to enhance SEI's investment products and model allocations while pursuing growth in new markets.

SEI (NASDAQ:SEIC) announced that GQG Partners has chosen the Advisors' Inner Circle Fund (AIC) series trust to launch its first ETF, the GQG US Equity ETF (NYSE: GQGU). The ETF launched on July 14, 2025, with over $200 million in AUM through a tax-efficient private fund conversion.

This expansion builds on a nine-year partnership between SEI and GQG, which already includes six mutual funds and a private fund. The AIC platform, which reached $100 billion in net assets in 2024, currently supports 45 clients and 127 funds. The launch aligns with projected growth in active ETFs, which are expected to reach $11 trillion by 2035, representing 27% of total ETF AUM.

SEI (NASDAQ: SEIC) has appointed Amy Sliwinski as Executive Vice President and Chief People and Culture Officer. In this newly created role, Sliwinski will lead global talent and culture initiatives to support the company's strategic growth objectives. She will oversee human resource processes across talent management, professional development, company culture, and benefits, reporting to CFO/COO Sean Denham.

Sliwinski joins SEI from SKF, where she served as Chief Human Resource Officer, bringing experience in redesigning recruitment systems and enhancing employee engagement. Her prior experience includes senior leadership roles at Santander Bank, where she implemented comprehensive performance management and development programs.

SEI (NASDAQ:SEIC) announced a significant expansion of its SEI Access™ platform with the addition of 17 new fund managers, including industry giants BlackRock, Hamilton Lane, Invesco, and KKR. The platform, launched in 2019, facilitates alternative investment access for wealth managers and financial advisors.

Since its inception, SEI Access has processed over $5.1 billion in alternatives transactions and recorded more than 23,500 subscriptions. The platform aims to streamline private markets investing by providing a digital marketplace accessible to U.S.-based registered investment advisors, wealth managers, and broker-dealers, subject to eligibility requirements.

SEI Investments (NASDAQ:SEIC) reported strong Q2 2025 financial results with significant growth across key metrics. The company achieved a 70% increase in EPS to $1.78, including a $0.58 benefit from special items, notably a $94.4 million gain from selling its Family Office Services business. Revenue grew 8% to $559.6 million, while operating income increased 9% to $148.6 million with a 27% operating margin.

The company reported record trailing 12-month net sales events of $160.4 million, with Q2 contributing $29.2 million. Notable segment performance included Investment Advisors' 19% operating profit growth and Private Banks' 11% operating profit growth. During Q2, SEI repurchased 2.2 million shares for $180.8 million at an average price of $83.60 per share.

SEI (NASDAQ:SEIC) has announced the appointment of two seasoned financial industry veterans to its Board of Directors. Karin Risi, former Vanguard executive with 30 years of experience who oversaw $2.5 trillion in Personal Investor and Wealth Management businesses, and Tom Naratil, former UBS executive with 39 years of experience, have joined the board effective immediately.

The appointments come as Stephanie Miller resigns from the board to pursue a leadership role in the industry. Risi will serve on the Compensation and Nominating & Governance Committees, while Naratil will join the Audit and Legal & Regulatory Oversight Committees. Both appointments align with SEI's commitment to transformation and long-term growth strategy in the asset and wealth management industry.

SEI (NASDAQ:SEIC) has announced a strategic investment and business partnership with Stratos Wealth Holdings, acquiring a 57.5% stake for approximately $527 million. Stratos, a national network of over 360 financial advisors across 26 states, will continue operating under its brand as an SEI affiliate, led by CEO Jeff Concepcion.

The transaction will close in two stages: the U.S.-based business (80% of value) in H2 2025 and the Mexico-based NSC business in H1 2026. Legacy Stratos equity holders will retain 42.5% ownership, with put/call rights that could lead to SEI's 100% ownership. The partnership aims to enhance service delivery, scale operations, and strengthen wealth management capabilities while maintaining Stratos' existing business model and custodial relationships.

SEI (NASDAQ:SEIC) has announced it will release its second-quarter 2025 earnings on Wednesday, July 23, 2025, after market close. The company will host a conference call at 5:00 PM Eastern Time to discuss the financial results.

Analysts and investors can participate in the call by completing a registration form, while the general public can access both the live call and replay through the company's investor relations website at ir.seic.com/events-presentations/events.

Aquiline, a private investment firm, has completed its acquisition of SEI's (NASDAQ:SEIC) Family Office Services business, which will now operate independently as Archway. The company announced key leadership appointments, including Anthony Abenante as CEO and Steve Meyer as Chairman of the Board of Directors.

Archway provides comprehensive solutions for family offices, private banks, and wealth advisors through its general ledger accounting software platform, investment reporting, and fund administration services. The company will focus on expanding platform capabilities, enhancing client experience, and scaling services under Aquiline's ownership.

Under the new ownership, Archway plans to accelerate product innovation, deepen client partnerships, and expand market reach. The company will receive substantial new investment from Aquiline to strengthen its product offerings, customer experience, and talent acquisition efforts.