News, Comment & Analysis results for SEI

New Office
20 November 2024

Rothschild & Co Opens Dubai Office

The firm’s announcement comes at a time when several firms have been setting up shop in Dubai and...

Surveys
13 November 2024

Shift Beyond Traditional Asset Classes Amongst India’s Wealthy – Survey

Indian wealth management firm 360 ONE Wealth, part of the 360 ONE group, teams up with Indian...

Strategy
8 October 2024

ANALYSIS: Wurster’s Challenge At Schwab: Don’t Mess Things Up

Our US correspondent looks at the change at the top of the US brokerage and financial services...

Investment Strategies
20 September 2024

US Fed Cuts Interest Rates By 50 Basis Points – Wealth Managers React

Wealth managers have for some months pondered the asset allocation implications of a cut to US...

Wealth Strategies
18 September 2024

Analysis: For Investors, Asset Location, Not Just Allocation, Is Central

Where and in what structures investments are held appear to be as increasingly significant as the...

People Moves
11 September 2024

Schroders Names One Of Its Own As New CEO

With a three-decade career at PwC and having served as chief financial officer since last autumn,...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

Financial Results
3 September 2024

Adjusted Net Profit Rises At Saxo Bank In H1

During the first half of 2024, Saxo Bank, which operates in several regions, made a number of cuts...

Wealth Strategies
3 September 2024

EDITOR’S SUMMER READING PICKS: Managing Autocracy Risk For Investors

In this part of the holiday season, this publication re-issues a few of those features that it...

Tax
31 July 2024

UK Presses Ahead With Ending Non-Dom System, Squeezes Private Equity

Two manifesto items from the Labour Party – ending the non-dom system and changing how private...

Comment & Analysis results for SEI