Aquiline Completes Acquisition of SEI's Family Office Services Business
SEI (NASDAQ:SEIC) has completed the sale of its Family Office Services business to Aquiline, a private investment firm focused on financial services and technology. The business will now operate under the name Archway, effective June 30, 2025.
The Archway Platform, which supported $733 billion in assets as of March 31, 2025, provides integrated technology and outsourced services for family offices and financial intermediaries, specializing in accounting, investment management, and reporting solutions for ultra-high-net-worth families.
Morgan Stanley & Co. LLC acted as financial advisor to Aquiline, with Ropes & Gray LLP serving as legal counsel. Holland & Knight served as legal counsel to SEI in the transaction.
SEI (NASDAQ:SEIC) ha completato la vendita della sua divisione Family Office Services a Aquiline, una società di investimento privata specializzata nei servizi finanziari e nella tecnologia. L'attività opererà ora con il nome Archway, a partire dal 30 giugno 2025.
La piattaforma Archway, che al 31 marzo 2025 gestiva 733 miliardi di dollari in asset, offre tecnologie integrate e servizi esternalizzati per family office e intermediari finanziari, con specializzazione in contabilità, gestione degli investimenti e soluzioni di rendicontazione per famiglie con patrimoni ultra elevati.
Morgan Stanley & Co. LLC ha agito come consulente finanziario di Aquiline, mentre Ropes & Gray LLP ha fornito assistenza legale. Holland & Knight ha svolto il ruolo di consulente legale per SEI nell'ambito della transazione.
SEI (NASDAQ:SEIC) ha completado la venta de su negocio de Family Office Services a Aquiline, una firma de inversión privada enfocada en servicios financieros y tecnología. El negocio operará bajo el nombre Archway a partir del 30 de junio de 2025.
La plataforma Archway, que respaldaba 733 mil millones de dólares en activos al 31 de marzo de 2025, proporciona tecnología integrada y servicios externalizados para family offices e intermediarios financieros, especializándose en contabilidad, gestión de inversiones y soluciones de reporte para familias con un patrimonio ultra alto.
Morgan Stanley & Co. LLC actuó como asesor financiero de Aquiline, con Ropes & Gray LLP como asesor legal. Holland & Knight fue el asesor legal de SEI en la transacción.
SEI (NASDAQ:SEIC)는 금융 서비스와 기술에 중점을 둔 사모 투자 회사인 Aquiline에 Family Office Services 사업부를 매각을 완료했습니다. 해당 사업부는 2025년 6월 30일부터 Archway라는 이름으로 운영될 예정입니다.
2025년 3월 31일 기준 7,330억 달러의 자산을 지원하는 Archway 플랫폼은 가족 사무소와 금융 중개인을 위해 회계, 투자 관리 및 보고 솔루션을 전문으로 하는 통합 기술과 아웃소싱 서비스를 제공합니다.
Morgan Stanley & Co. LLC는 Aquiline의 금융 자문을 맡았으며, Ropes & Gray LLP가 법률 자문을 제공했습니다. Holland & Knight는 SEI의 법률 자문을 담당했습니다.
SEI (NASDAQ:SEIC) a finalisé la vente de son activité Family Office Services à Aquiline, une société d'investissement privée spécialisée dans les services financiers et la technologie. L'activité opérera désormais sous le nom de Archway à compter du 30 juin 2025.
La plateforme Archway, qui gérait 733 milliards de dollars d'actifs au 31 mars 2025, offre des technologies intégrées et des services externalisés pour les family offices et les intermédiaires financiers, se spécialisant dans la comptabilité, la gestion d'investissements et les solutions de reporting pour les familles ultra-fortunées.
Morgan Stanley & Co. LLC a agi en tant que conseiller financier pour Aquiline, avec Ropes & Gray LLP en tant que conseil juridique. Holland & Knight a été le conseil juridique de SEI pour cette transaction.
SEI (NASDAQ:SEIC) hat den Verkauf seines Family Office Services-Geschäfts an Aquiline, eine private Investmentgesellschaft mit Schwerpunkt auf Finanzdienstleistungen und Technologie, abgeschlossen. Das Geschäft wird ab dem 30. Juni 2025 unter dem Namen Archway betrieben.
Die Archway-Plattform, die zum 31. März 2025 733 Milliarden US-Dollar an verwalteten Vermögenswerten unterstützte, bietet integrierte Technologie und ausgelagerte Dienstleistungen für Family Offices und Finanzintermediäre, spezialisiert auf Buchhaltung, Investmentmanagement und Berichterstattungslösungen für ultra vermögende Familien.
Morgan Stanley & Co. LLC fungierte als Finanzberater für Aquiline, während Ropes & Gray LLP als Rechtsbeistand tätig war. Holland & Knight war der Rechtsberater von SEI bei der Transaktion.
- Platform manages significant scale with $733 billion in assets
- Business maintains market-leading position in family office services
- Strategic acquisition by specialized financial services investment firm
- SEI divests a revenue-generating business unit
- Potential loss of family office services vertical for SEI
Insights
SEI divests Family Office Services to Aquiline; strategic realignment with neutral investor impact due to undisclosed financial terms.
SEI has completed the divestiture of its Family Office Services business to Aquiline, a specialized private investment firm focused on financial services. The transaction closed on June 30, with the business now operating independently under the name Archway. This represents a significant strategic repositioning for SEI, potentially allowing the company to concentrate resources on its core business segments.
The Archway Platform serves an impressive client base, supporting
Leadership continuity appears to be maintained through the transition, with Sandy Ewing continuing with Archway after previously heading the business at SEI. This suggests minimal operational disruption for existing clients and preserves institutional knowledge.
The critical limitation in assessing this transaction's impact is the absence of financial terms. Without disclosure of the sale price, revenue contribution of the divested unit, or how SEI plans to deploy any proceeds, investors face significant uncertainty about the financial implications. The involvement of Morgan Stanley as Aquiline's financial advisor indicates this was a transaction of meaningful size, but specifics remain undisclosed.
For SEI shareholders, this divestiture likely represents a strategic refinement of the company's business portfolio, potentially allowing greater focus on higher-growth or more strategically aligned segments. However, without understanding what percentage of SEI's overall business the Family Office Services represented, it's difficult to quantify the long-term impact on financial performance.
Vincenzo La Ruffa, Managing Partner at Aquiline, said:
"The intricate nature of many family offices requires a robust infrastructure that can support the complexity of their wealth and investments. For decades, the Archway PlatformSM has streamlined investment management, operations, and reporting functions to enable efficiency and growth. We are excited to invest in Archway to support the continued success of their clients. SEI's depth of expertise across the financial services industry has been invaluable throughout this process."
Sandy Ewing, Former Head of SEI's Family Office Services business, added:
"Aquiline and SEI share a commitment to transforming client experiences through comprehensive technology solutions that deliver powerful financial insights. We are proud to have delivered best-in-class services to family offices through both the scale of our business and Archway's capabilities. We are confident Aquiline will continue to enhance the Archway Platform, drive industry adoption, and enable Archway's clients' success."
The Archway Platform is a market-leading solution designed to streamline operations and deliver sophisticated financial reporting for ultra-high-net-worth families. As of March 31, 2025, the platform supported
Morgan Stanley & Co. LLC served as financial advisor to Aquiline, and Ropes & Gray LLP served as legal counsel to Aquiline.
1Assets on platform is not indicative of potential revenue. |
About Aquiline
Aquiline Capital Partners LP ("Aquiline") is a private investment firm based in
For more information about Aquiline, its investment professionals, and its portfolio companies, visit www.aquiline.com.
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI manages, advises, or administers approximately
Forward-looking statements
This release contains forward-looking statements within the meaning or the rules and regulations of the United States Securities and Exchange Commission. In some cases, you can identify forward-looking statements by terminology, such as "may," "will," "expect," "believe" and "continue" or "appear." SEI's forward-looking statements include its's current expectations as to the degree to which Aquiline will continue to enhance the Archway Platform, drive industry adoption, and enable Archway's clients' success.
You should not place undue reliance on SEI's forward-looking statements in this release, as they are based on the current beliefs and expectations of SEI's management and subject to significant risks and uncertainties, many of which are beyond the control of SEI's management and are subject to change. Although SEI's management believes the assumptions upon which it bases SEI's forward-looking statements are reasonable, they could be inaccurate.
Some of the additional risks and important factors that could cause actual results to differ from those described in SEI's forward-looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10-K for the year ended Dec. 31, 2024, filed with the United States Securities and Exchange Commission.
Company Contact: | Media Contact: |
Annabel Greenberg | Anthony Silverman |
Aquiline | Apella Advisors |
+44 7717-252-307 | +44 7818-036-579 |
Leslie Wojcik | Kerry Mullen |
SEI | Vested |
+1 610-676-4191 | +1 917-765-8720 |
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SOURCE SEI Investments Company
FAQ
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