SEI Medical Public Company Limited

WTW Investments and SEI have expanded their strategic relationship to develop private markets solutions for the 401(k) and broader U.S. defined contribution market. The collaboration combines WTW's investment research and portfolio implementation capabilities with SEI's trust and platform capabilities through SEI Trust Company, a leading provider of trustee, operational, and administrative services for collective investment trusts. The firms aim to help plan sponsors and participants access more diversified sources of return through structures designed for the operational, governance, and liquidity needs of the defined contribution market. As part of the expanded relationship, WTW selected SEI Trust Company to support the delivery of certain WTW retirement solutions through collective investment trust structures. The firms are also collaborating on the design of new products and structures intended to broaden access to private markets through vehicles suited to the needs of defined contribution plans.

SEI has expanded its transfer agency solutions with the launch of SEI Transfer Agency and Registry Services, Inc., an SEC-registered entity that will support U.S.-based traditional and alternative asset managers offering retail-distributed funds. The new transfer agency leverages core technology from Envision Financial Systems and extends SEI's capabilities beyond its existing institutional transfer agency, which already services over 1,100 funds representing $395 billion in assets. It will now also service semi-liquid alternative investment funds, including '40 Act registered closed-end interval funds, closed-end tender offer funds, business development companies, and '34 Act registered 3(c)(7) funds. The expansion comes amid rapid growth in semi-liquid funds, which surpassed $530 billion in total net assets by the end of 2025. SEI's Investment Managers business head Phil McCabe noted that the move allows the firm to capitalize on the convergence of private and public markets by leveraging its technology and operations expertise.

SEI has appointed Rob Wrzesniewski as Head of Stratos Technology within its Asset Management business, a newly created role that will advance the technology strategy for Stratos Wealth Holdings. Wrzesniewski, who joined SEI in 1992 and most recently led the Global Solutions team for SEI's Private Banking and Wealth Management business, will focus on advisor technology oversight, platform alignment, and long-term capability development. He will report to Jeff Benfield, Chief Product Officer at SEI, and Jeff Concepcion, Founder and CEO of Stratos, while also overseeing SEI's advisor-facing technologies to ensure scalability and a consistent advisor experience. The appointment follows the December 2025 completion of the first stage of SEI's strategic investment in Stratos Wealth Holdings, which is strengthened by SEI's capabilities across technology, custody, operations, and asset management. As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets.