Oakglen would be the first UK consumer to make use of SWP’s Consumer Acquisition Providers.
SEI, the US-headquartered
investments and tech options group, stated that Oakglen Wealth
Restricted has adopted its SEI Wealth PlatformSM (SWP) on a
five-year settlement.
SWP will help Oakglen’s Jersey-based wealth administration
enterprise, in addition to its newly-launched UK enterprise.
Oakglen transformed its UK wealth administration enterprise onto SWP in
early March, and its Jersey enterprise is anticipated to comply with later
this 12 months, SEI stated in a press release.
Oakglen would be the first UK consumer to make use of SWP’s Consumer
Acquisition Providers. It is going to additionally use the Portfolio Administration
Expertise throughout its places of work.
