SEI has announced that Oakglen Wealth will adopt the SEI Wealth Platform (SWP) under a new agreement.
SWP will support Oakglen’s existing Jersey-based wealth management business as well as their newly founded UK operation under the five-year arrangement.
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Oakglen’s UK wealth management firm changed to using SWP in early March, with its Jersey operation set to follow later this year.
SWP’s integrated operational infrastructure, custodial services, and technology will assist Oakglen.
Oakglen will be the first UK client to use SWP’s client acquisition services, as well as the portfolio management experience across various office locations to provide a comprehensive portfolio management view.
Jamie Crawford, Oakglen Group head of wealth management, commented on the decision to collaborate with SEI: “We are delighted to adopt the SEI Wealth Platform to support our UK and Jersey wealth business. We selected SEI due to their reputation within the market, and we are confident that they will support our strategic growth ambitions.”
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By GlobalDataJim London, head of SEI’s UK private banking and wealth management business and COO of SEI investments (Europe) stated: “We are proud that Oakglen have taken the decision to adopt the SEI Wealth Platform. We are pleased to begin our strategic partnership at such an exciting time with Oakglen’s launch of their wealth management business in the UK. Their decision to select SEI demonstrates the SEI Wealth Platform’s ability to power growth and enable confident business transformation for our clients. We look forward to partnering with them to support their long-term strategic goals.”
SEI offers technology and investment solutions that connect the financial services industry.
It provides investment processing, operations, and asset management services, and work with corporations, financial institutions, professionals, and wealthy families to address challenges, manage transitions, and protect assets for current and future growth.
