Welcome to our dedicated page for Sei Invts Co news (Ticker: SEIC), a resource for investors and traders seeking the latest updates and insights on Sei Invts Co stock.
SEI Investments Company (NASDAQ: SEIC) delivers integrated investment processing and wealth management solutions to financial institutions worldwide. This dedicated news hub provides investors and professionals with centralized access to SEIC's latest corporate developments and strategic initiatives.
Track official press releases covering earnings results, technology innovations, and partnership announcements alongside third-party analysis of SEIC's market position. Our curated feed includes updates on asset management services, operational solutions, and regulatory developments impacting the financial technology sector.
Key content focuses include quarterly financial disclosures, leadership changes, product enhancements, and industry recognition. Bookmark this page for real-time updates on SEIC's evolving solutions for private banks, institutional investors, and wealth advisors.
SEI (NASDAQ:SEIC) has announced two key leadership appointments in its Traditional Investment Managers segment. Sean Lawlor has been promoted to Senior Vice President and Head of SEI's Traditional Investment Managers business, while Lori Wayne has been appointed as Head of Client Services and Relationship Management.
Lawlor, who joined SEI in June 2024, will oversee business development strategy, client servicing, sales, and operations for U.S.-based traditional investment manager clients. Wayne, a 23-year SEI veteran, will focus on expanding the client service model and identifying new business opportunities.
The appointments reflect SEI's strategic response to industry changes, particularly the convergence of public and private markets. The company serves 43 of the top 100 asset managers worldwide through operational centers in Oaks, PA, London, Dublin, and Luxembourg.
SEI (NASDAQ:SEIC) announced that Summit Wealth Group has selected SEI to support its transition to a registered investment advisor (RIA) model. Summit Wealth Group, founded in 1985 and operating 10 offices across five states, plans to migrate approximately $2.1 billion in assets to the SEI Wealth Platform.
The partnership provides Summit with integrated custody, technology, investment management, and transition services. Summit will leverage SEI's enterprise capabilities across investment management, portfolio solutions, and advanced planning capabilities for tax and income optimization. The transition aims to provide Summit with improved flexibility, greater business control, and enhanced client solutions.
SEI Investments Company (NASDAQ:SEIC) reported strong Q1 2025 financial results, with significant growth across key metrics compared to Q1 2024. The company achieved an 18% increase in EPS to $1.17, while revenue grew 8% to $551.3 million and operating income surged 25% to $157.1 million. Operating margins expanded to 28%, marking the highest level in three years.
The company recorded record-high net sales events of $46.6 million in Q1 2025, with trailing 12-month sales reaching $153.2 million. All business segments showed improved performance, with Private Banks seeing 34% operating profit growth, Investment Managers 19%, and Investment Advisors 15%. During Q1, SEI repurchased 2.5 million shares for $192.8 million at an average price of $77.10 per share.
SEI (NASDAQ: SEIC) has scheduled its first-quarter 2025 earnings release for Wednesday, April 23, 2025, after market close. The company will host a conference call at 5 p.m. Eastern time to discuss the financial results.
Analysts and investors can participate by completing a registration form, while the general public can access both the live call and its replay through the investor relations section of SEI's website at ir.seic.com/events-presentations/events.
SEI (NASDAQ:SEIC) has announced a strategic partnership with tokenization platform Ctrl Alt to participate in the Bank of England's Digital Securities Sandbox (DSS). The collaboration aims to explore blockchain and distributed ledger technology applications in traditional financial infrastructure.
Through SEI Investments Europe (SIEL), the company will provide underlying assets for tokenization in the DSS's second phase, potentially managing custody and crypto-asset activity. The initiative comes as projections indicate 10% of global GDP will be tokenized and stored on blockchain by 2027.
Additionally, SEI Ventures Inc. has made an early-stage investment in Ctrl Alt, though the investment is described as immaterial to SEI's financial results. The partnership focuses on developing tokenized solutions to enhance security, transparency, and efficiency across financial services.
SEI (NASDAQ:SEIC) has announced an expansion of its direct index separately managed account (SMA) strategies and enhancements to unified managed account (UMA) solutions. The company introduced new Systematic Core Strategies including S&P 500® Core, U.S. SMID Cap Core, and U.S. Small Cap Core, alongside Parametric Portfolio Associates' Custom Core solutions.
The expansion targets mass-affluent, high-net-worth, and ultra-high-net-worth investors, focusing on three key trends: increasing demand for tax-efficient solutions, combination of public beta and private alpha in UMA strategies, and scaled integration of sophisticated investment solutions. The strategies feature tax optimization capabilities, including opportunistic tax-loss harvesting during market volatility and gain deferral for tax efficiency. SEI provides personalized 'Estimated Taxes Saved' reports to advisors with client-specific tax management information.
SEI Investments Company (SEIC) announced a significant expansion of its stock repurchase program, with its Board of Directors approving an additional $500 million authorization. This increase brings the total available authorization under the program to approximately $556 million, which includes $56 million remaining from the company's existing share repurchase authorization.
SEI (NASDAQ:SEIC) has announced the launch of SEI Strategies with Capital Group, a new series of ETF model portfolios. The partnership combines SEI's strategic asset allocation approach with Capital Group's ETFs in a unified managed account framework.
The launch includes 24 different portfolio models across four categories: standard strategies, U.S. focused strategies, tax-managed strategies, and U.S. focused tax-managed strategies, with six models in each category. The tax-managed portfolios feature ETFs' tax efficiency benefits, municipal bond ETF exposure, and systematic tax-loss harvesting capabilities.
This initiative comes amid strong industry growth, with asset managers and third-party strategist model providers experiencing a 21.4% asset growth rate in 2023. Capital Group currently offers 22 active ETFs in the U.S. market, designed for integration into core client portfolios.
SEI (NASDAQ:SEIC) has launched its alternative investment product marketplace through SEI Access, a platform providing comprehensive investment solutions for wealth managers and financial advisors. The platform offers broader access to alternative investments across various asset classes and fund managers, including new additions like Constitution Capital Partners, Golub, and others.
The marketplace features a digital interface with educational tools, integrated subscription processing, and expanded distribution opportunities. As of December 31, 2024, SEI Access supports over 250 wealth management firms and 165 fund managers, providing access to approximately 300 alternative investment funds. The platform has processed about $4.9 billion in alternatives transactions with more than 22,500 subscriptions.
This launch builds upon SEI's private markets expertise and the acquisition of Altigo, enhancing their subscription automation technology. The company recently acquired LifeYield, aiming to deliver automated unified managed household capabilities.
SEI (NASDAQ:SEIC) has announced a definitive agreement to sell its Family Office Services business to Aquiline, a private investment firm, for $120 million. The transaction is expected to close in late Q2 2025.
Post-acquisition, the business will operate as Archway, leveraging its established platform brand in the family office market. The Archway Platform, which had $723 billion in assets as of December 31, 2024, provides technology and outsourced services for accounting, investment management, and reporting functions for ultra-high-net-worth families.
The deal includes the transition of Family Office Services employees from SEI's Indianapolis, Denver, and Oaks offices, including core leadership team members. The acquisition aims to further invest and extend the platform's capabilities under Aquiline's ownership.