SEI Investments (SEIC) UBS Financial Services Conference 2026 summary

Business overview and strategic positioning

• Provides administration, asset management, and advice platforms, with recent expansion into advice through the Stratos acquisition.

• IMS business is a top-five global fund administrator, now with 70% of business in alternatives, reflecting a shift from traditional assets.

• Focus on vendor consolidation and platform-based solutions to meet client needs.

• Strong pipeline in both IMS and private banking, with significant new mandates expected.

• Stratos acquisition aims to strengthen presence in the advice segment and unlock cross-selling opportunities.

Financial performance and margin outlook

• IMS has experienced steady double-digit growth, with margin pressure expected in Q1 due to investments and severance costs.

• Investments in technology and automation are ongoing to support scalability and efficiency.

• Margin compression in Q1 is anticipated but not significant; focus remains on long-term margin improvement.

• Private banking margins have improved to around 18%, with professional services contributing higher margins (about 40%).

• Asset management is undergoing a turnaround, with new leadership, positive inflows, and expansion of ETF offerings.

Growth drivers and business evolution

• Professional services in private banking have grown rapidly, now representing a significant portion of sales events.

• Pipeline in private banking and IMS is at historic highs, with a focus on regional and community banks for faster decision cycles.

• Asset management is moving upmarket, winning larger mandates and achieving record ETF flows.

• Early results from the Stratos acquisition show increased advisor engagement and cross-business opportunities.

• Company-wide shift from a product to an enterprise solution approach, emphasizing vendor consolidation and platform integration.