Knights of Columbus Asset Advisors Selects SEI for Custody and Technology
SEI (NASDAQ: SEIC) announced an expanded strategic partnership with Knights of Columbus Asset Advisors (KoCAA). KoCAA is moving over $500 million in assets under management to the SEI Wealth Platform, enhancing their existing relationship which already includes SEI's fund administration services. KoCAA, a full-service investment firm dedicated to Catholic principles, manages $27 billion in AUM as of June 30, 2024.
The partnership leverages SEI's capabilities in technology, operations, asset management, and advisor services. KoCAA benefits from SEI's client asset custody structure, advisor and investor technology, and dedicated service model. This expansion aims to provide a more personalized, connected experience for KoCAA's clients while allowing the firm to scale its business efficiently.
SEI (NASDAQ: SEIC) ha annunciato un'espansione della partnership strategica con Knights of Columbus Asset Advisors (KoCAA). KoCAA sta trasferendo oltre $500 milioni in attività gestite sulla SEI Wealth Platform, migliorando così il loro rapporto già esistente che include i servizi di amministrazione dei fondi di SEI. KoCAA, una società di investimenti a servizio completo dedicata ai principi cattolici, gestisce $27 miliardi in AUM a partire dal 30 giugno 2024.
La partnership sfrutta le capacità di SEI in ambito tecnologico, operativo, di gestione patrimoniale e servizi per i consulenti. KoCAA beneficia della struttura di custodia delle attività clienti di SEI, della tecnologia per i consulenti e gli investitori e di un modello di servizio dedicato. Questa espansione mira a fornire un'esperienza più personalizzata e connessa per i clienti di KoCAA, consentendo al contempo all'azienda di scalare la propria attività in modo efficiente.
SEI (NASDAQ: SEIC) anunció una ampliación de su asociación estratégica con Knights of Columbus Asset Advisors (KoCAA). KoCAA está trasladando más de $500 millones en activos bajo gestión a la SEI Wealth Platform, mejorando su relación existente que ya incluye los servicios de administración de fondos de SEI. KoCAA, una firma de inversión de servicio completo dedicada a los principios católicos, gestiona $27 mil millones en AUM a partir del 30 de junio de 2024.
La asociación aprovecha las capacidades de SEI en tecnología, operaciones, gestión de activos y servicios de asesoría. KoCAA se beneficia de la estructura de custodia de activos de clientes de SEI, la tecnología para asesores e inversores, y un modelo de servicio dedicado. Esta expansión tiene como objetivo proporcionar una experiencia más personalizada y conectada para los clientes de KoCAA, mientras permite a la firma escalar su negocio de manera eficiente.
SEI (NASDAQ: SEIC)는 Knights of Columbus Asset Advisors (KoCAA)와의 전략적 파트너십을 확대한다고 발표했습니다. KoCAA는 5억 달러 이상의 자산을 관리하는 SEI Wealth Platform으로 이전하고 있으며, 이는 SEI의 펀드 관리 서비스가 포함된 기존 관계를 강화하는 것입니다. KoCAA는 가톨릭 원칙에 전념하는 종합 투자 회사로, 2024년 6월 30일 기준으로 270억 달러의 AUM을 관리하고 있습니다.
이번 파트너십은 기술, 운영, 자산 관리 및 자문 서비스에서 SEI의 역량을 활용합니다. KoCAA는 SEI의 고객 자산 관리 구조, 자문 및 투자자 기술, 헌신적인 서비스 모델의 혜택을 누립니다. 이번 확장은 KoCAA의 고객에게 보다 개인화되고 연결된 경험을 제공하는 동시에 회사가 효율적으로 비즈니스를 확장할 수 있도록 하는 것을 목표로 합니다.
SEI (NASDAQ: SEIC) a annoncé un partenariat stratégique élargi avec Knights of Columbus Asset Advisors (KoCAA). KoCAA transfère plus de 500 millions de dollars d'actifs sous gestion vers la SEI Wealth Platform, renforçant ainsi leur relation existante qui inclut déjà les services d'administration des fonds de SEI. KoCAA, une société d'investissement full-service dédiée aux principes catholiques, gère 27 milliards de dollars d'AUM en date du 30 juin 2024.
Le partenariat tire parti des capacités de SEI en technologie, opérations, gestion d'actifs et services aux conseillers. KoCAA bénéficie de la structure de garde des actifs des clients de SEI, de la technologie pour conseillers et investisseurs, ainsi que d'un modèle de service dédié. Cette expansion vise à offrir une expérience plus personnalisée et connectée aux clients de KoCAA, tout en permettant à la firme de développer son activité de manière efficace.
SEI (NASDAQ: SEIC) hat eine erweiterte strategische Partnerschaft mit Knights of Columbus Asset Advisors (KoCAA) bekannt gegeben. KoCAA verlagert über 500 Millionen Dollar an verwalteten Vermögen auf die SEI Wealth Platform und verbessert damit ihre bereits bestehende Beziehung, die bereits SEIs Fondsverwaltungsdienste umfasst. KoCAA, eine Full-Service-Investmentgesellschaft, die sich den katholischen Prinzipien verschrieben hat, verwaltet zum 30. Juni 2024 27 Milliarden Dollar an AUM.
Die Partnerschaft nutzt SEIs Fähigkeiten in Technologie, Betrieb, Vermögensverwaltung und Beratungsdiensten. KoCAA profitiert von SEIs Struktur zur Verwahrung von Kundenvermögen, der Technologie für Berater und Investoren sowie dem dedizierten Servicemodell. Diese Erweiterung zielt darauf ab, KoCAAs Kunden eine personalisierte, vernetzte Erfahrung zu bieten, während die Firma ihr Geschäft effizient skalieren kann.
- SEI secured an expanded partnership with Knights of Columbus Asset Advisors
- Over $500 million in AUM moved to SEI Wealth Platform
- Potential for increased revenue from additional services provided to KoCAA
- Demonstrates SEI's ability to retain and grow client relationships
- None.
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
Based in
Commenting on why Knights of Columbus Asset Advisors expanded its relationship, Anthony Minopoli, President and Chief Investment Officer, said:
"We're thrilled to deepen our longstanding relationship with SEI, who has been serving independent advisors for more than 30 years. SEI's team, which provides dedicated service, allows us to deliver a personalized, connected experience for our clients—and scale our business based on our needs today and in the future."
KoCAA is benefitting from the breadth of SEI's capabilities, forged over five decades of growth and commitment to the financial services industry, including the client asset custody structure of SEI Private Trust Company, the combination of advisor and investor technology that's built for efficiency, and a dedicated service model.
Highlighting the benefits of a consultative approach, Gabriel Garcia, Managing Director of RIA Client Experience for SEI's Advisor business, said:
"We've built a premier destination for growth-minded RIAs because we serve our clients based on their needs at any stage of their business. And our focus on building consultative relationships with our clients not only strengthens the connections we build with them, but also strengthens the connections they build with their clients.
"Our expanded relationship with Knights of Columbus Asset Advisors represents how we can best support the totality of the wealth management landscape—whether we're solving the needs of a financial advisor, wealth manager, or the full enterprise."
About SEI®
SEI (NASDAQ: SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of June 30, 2024, SEI manages, advises, or administers approximately
About Knights of Columbus Asset Advisors (KoCAA)
KoCAA is an SEC registered investment adviser that maintains a principal place of business in the
Knights of Columbus Asset Advisors, LLC, is a wholly-owned subsidiary of Knights of
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SOURCE SEI Investments Company
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