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SEI Investments SEIC Private Banks — Strategic initiatives & new business development
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Where this comes from
Reported directly by SEI Investments in its filing.
Tagged under the XBRL concept us-gaap:BusinessDevelopment.
The source filing: SEI Investments’s 10-Q, filed July 27, 2026.
- Filed
- Jul 27, 2026, 3:00 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0000350894-26-000048
| Line item | Investment Managers | Private Banks | Investment Advisors | Institutional Investors | Investments In New Businesses | Total |
|---|---|---|---|---|---|---|
| Operations & services | 96,643 | 57,113 | 50,833 | 20,747 | 2,515 | 227,851 |
| Sales, marketing & client service | 11,363 | 12,488 | 20,409 | 9,391 | 2,597 | 56,248 |
| Technology services & infrastructure | 13,578 | 30,544 | 8,828 | 1,561 | 1,333 | 55,844 |
| Strategic initiatives & new business development | 11,339 | 20,387 | 19,809 | 3,668 | 2,966 | 58,169 |
| Other segment expenses (1) | 3,155 | 4,688 | 1,987 | 1,459 | 628 | 11,917 |
| Total segment expenses | 136,078 | 125,220 | 101,866 | 36,826 | 10,039 | 410,029 |
| Non-controlling interest & other, net | — | — | 1,361 | — | — | 1,361 |
| Segment profit (loss) | $91,601 | $31,659 | $74,670 | $32,876 | $(579) | $230,227 |
Item 1. Financial Statements.
FAQ
- What is SEI Investments's private banks — strategic initiatives & new business development?
- SEI Investments (SEIC) reported private banks — strategic initiatives & new business development of $20.39M in Q2 2026.
- How has SEI Investments's private banks — strategic initiatives & new business development changed year-over-year?
- SEI Investments's private banks — strategic initiatives & new business development decreased by 5.2% year-over-year, from $21.5M to $20.39M.
- What is the long-term trend for SEI Investments's private banks — strategic initiatives & new business development?
- Over 3 years (2022 to 2025), SEI Investments's private banks — strategic initiatives & new business development has grown at a -4.0% compound annual growth rate (CAGR), from $96.48M to $85.4M.
- What does private banks — strategic initiatives & new business development mean?
- Captures discretionary spending on long-term growth projects, new product launches, and strategic expansion efforts within the Private Banks segment. These costs are distinct from routine operational expenses as they are tied to future-oriented business goals.
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