Core Insights - SEI has announced a strategic partnership with Graphene to enhance wealth management infrastructure for various financial entities in the U.K. [1][5] - SEI Ventures has made a strategic investment in Graphene, aiming to create sustainable growth engines in the wealth management sector [5][6] Group 1: Partnership Details - Graphene will implement the SEI Wealth Platform, providing clients with integrated wealth management infrastructure that allows for institutional-grade operations and technology [2][5] - The partnership aims to empower wealth managers by combining SEI's technology and operations with Graphene's secure digital infrastructure, enabling firms to focus on innovative strategies for growth [3][4] Group 2: Strategic Investment - SEI Ventures, SEI's venture capital program, focuses on investments that explore emerging frontiers in wealth management, with Graphene being a key addition [5][6] - The investment in Graphene is part of SEI's strategy to unlock access to new market segments and data-driven solutions for wealth managers [6] Group 3: Company Background - SEI is a leading global provider of financial technology, operations, and asset management services, managing approximately $1.7 trillion in assets as of June 30, 2025 [6]

Core Insights - SEI has announced the expansion of its strategic partnership with TrinityBridge, marking TrinityBridge as the first client in the UK/EMEA to adopt SEI Sphere for unified managed services [1][2] - SEI Sphere aims to modernize enterprise technology and data infrastructure, enhancing security and efficiency in a complex digital landscape [1][7] Company Developments - TrinityBridge is already utilizing SEI Wealth Platform and SEI Data Cloud, and the adoption of SEI Sphere will drive digital innovation and long-term growth [2][6] - The partnership allows TrinityBridge to enhance enterprise visibility and unlock operational value through a unified approach [2][4] Strategic Alignment - TrinityBridge's COO emphasized the need for best-of-breed technologies to provide a modern wealth management experience, highlighting SEI's understanding of their business and cultural alignment [3][5] - The collaboration aims to elevate customer service and protection while meeting evolving regulations and maintaining high data protection standards [4][5] Technology and Services - SEI Sphere provides a structured path to modernization with a suite of cloud, cybersecurity, and network services, addressing the challenges of increasing regulation [7][8] - The platform replaces fragmented IT systems with an integrated solution that enhances operational security, scalability, and collaboration [7][8] Financial Overview - As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets, showcasing its significant presence in the financial services industry [6]