SEI forms strategic partnership with Graphene to expand wealth management offerings

Published 02/10/2025, 13:06
SEI forms strategic partnership with Graphene to expand wealth management offerings

LONDON - SEI Investments (Europe) Limited (NASDAQ:SEIC), a $10.4 billion wealth management solutions provider with robust financial health according to InvestingPro analysis, announced Thursday a strategic partnership with U.K.-based Infrastructure-as-a-Service provider Graphene to enhance wealth management services for financial advisers, wealth managers, and family offices.

As part of the agreement, Graphene will implement the SEI Wealth Platform to provide clients with integrated wealth management infrastructure. The partnership aims to give firms of various sizes access to institutional-grade operations and technology while maintaining control of their data-driven platforms.

"We are excited to partner with Graphene to provide their clients seamless access to SEI’s comprehensive suite of integrated technology, operations, and data solutions," said Jim London, CEO of SEI Investments (Europe) Limited, in a press release statement.

Additionally, SEI Ventures Inc., the company’s U.S.-based venture capital program, has made a strategic investment in Graphene. The financial terms of the investment were not disclosed.

Kevin Mitchell, Co-Founder and CEO of Graphene, stated that the partnership would help independent wealth managers overcome limitations of platforms they don’t control, enabling them to scale and differentiate their businesses.

The collaboration is expected to allow independent firms to deliver improved client outcomes while building more scalable operations, according to the companies.

SEI Ventures, which focuses on creating new growth engines by exploring emerging frontiers of wealth management, also made an investment in tokenization platform Ctrl Alt earlier this year.

As of June 30, 2025, SEI manages, advises, or administers approximately $1.7 trillion in assets. For detailed analysis and additional insights about SEI’s financial performance, investors can access comprehensive research reports and real-time metrics through InvestingPro, which currently shows 8 additional key investment tips for this stock.

In other recent news, SEI Investments reported strong financial results for the second quarter of 2025, with earnings per share (EPS) of $1.78, surpassing the forecasted $1.19 by a significant margin. However, the company’s revenue was slightly below expectations, reaching $559.6 million compared to the projected $562.02 million. In terms of leadership changes, SEI announced the appointment of Sanjay Sharma as CEO of SEI International, expanding his role to oversee growth strategies in non-North American markets. Additionally, Robert Hum has been appointed as Head of Investment Product Development and Activation, bringing with him 15 years of industry experience. Amy Sliwinski joins SEI as Executive Vice President and Chief People and Culture Officer, focusing on transforming the company’s global talent strategies. Piper Sandler maintained a Neutral rating on SEI Investments with a price target of $93.00 after the company’s investor day in New York City. These developments reflect SEI’s ongoing efforts to enhance its leadership team and product offerings while navigating financial performance challenges.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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