Sanjay’s expertise in the technology and wealth management landscape will be invaluable to progressing SEI's business strategy, CEO says.
If asset management is part of your story, you need a modern TAMP partner that helps you bring it to life while remaining in control of the portfolio.
A lot of asset managers tell you about what's already happened in the market and why they think it happened. Surprisingly few have the right stuff.
Our trend analysis indicated a need to add to cash positions and are currently holding about 30% there. We've also added precious metals and defense.