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Attivo Investments Adopts SEI’s Co-CIO Solution

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SEI’s Co-CIO Solution Supports Client-Centric Operating Structure, Provides Personalized Investment Experience and Enhances Efficiency

LONDON, Jan. 8, 2025 /PRNewswire/ — SEI® (NASDAQ: SEIC) and Attivo Investments today announced a strategic partnership, leveraging SEI’s Co-CIO solution to deliver cutting-edge, scalable, and efficient investment services tailored to advisers and their clients. SEI will support Attivo Investments’ in-house team in developing a sophisticated investment approach for advisers to help investors meet their financial goals, as well as providing business support to help power Attivo Investments’ growth.

Assets in discretionary managed portfolio services (MPS) in the U.K. have grown 36% in the 12 months prior to September 2024.1 A Co-CIO structure supports an MPS proposition by helping ensure an investor’s priorities drive every decision by blending strategic vision with operational execution—powered by technology and aligned with evolving regulations.

Portfolio models available for Attivo’s clients include:

Low Cost: Six strategies designed with a light goals-based framework focused on preservation and accumulation. These portfolios leverage passive investment building blocks to replicate market performance as it rises and falls. Constructed within a fund-of-funds structure, they provide a simple, transparent, and cost-effective solution for achieving long-term investment objectives.

Core: Seven strategies designed with a heavily goals-based framework focused on preservation, accumulation, and withdrawal. Utilizing a manager-of-managers approach, these portfolios focus on reducing trade frequency and capital gains tax realization, enabling greater efficiency. This strategy blends cost efficiency with access to elite investment expertise.

APEX: Six unconstrained strategies designed for high-net-worth and experienced investors and focused on preservation and accumulation. This strategy includes additional asset classes, such as private equity or hedge funds, providing more flexibility and higher potential returns.

Commenting on the strategic partnership, Charlotte Watson, Chief Investment Officer at Attivo Investments, said:

“Our collaboration with SEI—a backbone of the global financial services industry—is a testament to our commitment to delivering exceptional value to financial planners and their clients. In addition to their asset management capabilities, SEI’s proposition leverages their expertise to help drive our growth.

“SEI’s investment philosophy and operational framework aligns seamlessly with our culture of innovation and focus on client outcomes, ensuring that we are delivering impactful solutions from day one. We strongly believe this strategic partnership will enable Attivo to rapidly launch and scale an institutional-quality investment management business focused on what matters most to our clients.”

Ian Love, Head of Asset Management for EMEA at SEI, added:

“In today’s economic environment, personalization and access are no longer the exception to meeting investors’ financial goals—they’re requirements. Our strategic partnership with Attivo Investments is rooted in a vision of innovation, investment excellence, and a focus on client centricity.

“Our Co-CIO approach empowers Attivo Investments to deliver personalized portfolios at scale, meeting the diverse needs of their financial planners’ clients. We’re thrilled to help drive positive client outcomes, support Attivo’s mission and power their growth.”

1 NextWealth, MPS Proposition Comparison Report, Issue 9, December 2024.

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 Sept. 30, 2024, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.

About Attivo Investments
Attivo Investments is a modern investment firm focused on goal-based investing, designed exclusively to support financial planners and their clients. Our portfolios align with financial planning goals such as preservation, accumulation, and withdrawal, ensuring investments address real-life objectives rather than theoretical models.

Through a strategic partnership with a global investment brand, we deliver institutional-grade expertise and access to world-class investment strategies. This partnership ensures our portfolios combine active management with affordability, offering exceptional value to financial planners and their clients.

Built with direct input from financial planners, our solutions are tailored to meet the needs of today’s clients. Using a scalable and efficient operating model, we provide competitive, outcome-focused model portfolios that are simple, flexible, and aligned with Consumer Duty principles.

At Attivo, we are dedicated to empowering financial planners and helping their clients achieve their financial goals through smarter, more accessible and relatable investment solutions backed by global expertise.

Company Contact: 

Media Contact:

Leslie Wojcik                 

Kerry Mullen

SEI                                                                                                       

Vested

+1 610-676-4191                                                                  

+1 917-765-8720

lwojcik@seic.com                                                                         

kerry@fullyvested.com

 

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SOURCE SEI Investments Company

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Envision Marks First International Application of SAFc at Global Citizen NOW, Providing Environmental Attributes Corresponding to 10 Tonnes of CO₂ Emissions Reductions

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October 29, 2026

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SYDNEY, Oct. 29, 2026 /PRNewswire/ — Envision, a global leader in green technology, expanded its Sustainable Aviation Fuel certificate (SAFc) solution internationally as the Sustainability Partner of Global Citizen NOW: Perth. This marks the company’s first international application of SAFc, demonstrating a practical pathway to integrate aviation decarbonization into the sustainability practices of major global events.

For this event, Envision delivered environmental attributes corresponding to 10 tonnes of CO₂ emissions reductions. These reductions are linked to the actual production and use of sustainable aviation fuel (SAF), with the associated attributes recorded and retired through a leading global Registry to ensure transparency and traceability.

Alongside this initiative, Envision’s Australian team participated in the event’s broader programme, including discussions on clean energy investment and industrial decarbonisation, bilateral meetings, and the Capital Mobilization Roundtable and Masterclass. Through these engagements, the team exchanged perspectives with leaders from business, investment and the climate community on Western Australia’s potential role in the next-generation green industries, while exploring opportunities to strengthen collaboration, mobilize investment and accelerate the clean energy transition.

Co-hosted by Global Citizen and the Government of Western Australia, the summit took place ahead of COP31, convening representatives from governments, businesses, philanthropic foundations, and First Nations communities to advance clean energy access, climate resilience, and inclusive economic development.

The Perth SAFc initiative builds on Envision’s SAFc application at the 26th China International Fair for Investment and Trade (CIFIT) in Xiamen in September, where the company demonstrated how SAFc could address the air-travel emissions of a major conference. Global Citizen NOW: Perth represents the next step—applying this model internationally and demonstrating its potential as a scalable solution for companies and major events seeking to tackle aviation-related emissions across global value chains.

The initiative also reflects Envision’s broader approach to corporate decarbonisation. Across wind and solar power, energy storage, green molecules, net-zero industrial parks, and green computing, Envision is developing integrated solutions to help companies tackle emissions across their operations and value chains.

“Envision will continue to explore the application of green fuels across aviation and international events, foster collaboration throughout the green fuel value chain, and support aviation’s low-carbon transition through transparent, traceable environmental attribute management,” said Bella Zhang, Head of Global SAF at Envision.

View original content:https://www.prnewswire.com/news-releases/envision-marks-first-international-application-of-safc-at-global-citizen-now-providing-environmental-attributes-corresponding-to-10-tonnes-of-co-emissions-reductions-302923213.html

SOURCE Envision

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More Than Business: ChinaMarket’s “Little Bees” Go the Extra Mile for International Buyers

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October 29, 2026

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LINYI, China, Oct. 29, 2026 /PRNewswire/ — When a Malaysian buyer experienced a sudden toothache during the Linyi Mall International Buyers Conference in China, he found help in an unexpected place.

A member of ChinaMarket‘s “Little Bees” service team, Chen Fuqing, promptly accompanied him to a local hospital and assisted him throughout the visit.

It was a small act of kindness, but it reflected something important about doing business in Linyi: international buyers have people they can turn to when they need help.

During the international buyers conference, ChinaMarket established its “Little Bees” service team to assist overseas visitors throughout their stay in Linyi.

From welcoming international buyers and arranging market visits to connecting them with suppliers, helping bridge language barriers, and responding to unexpected situations, the team works to make the sourcing experience easier and more comfortable.

Linyi is home to one of China’s major wholesale market clusters, attracting buyers from around the world with its diverse products, manufacturing resources, and extensive supply chains.

As the official digital platform of Linyi Wholesale Market, ChinaMarket connects global buyers with Chinese suppliers and provides integrated sourcing and trade services.

For international buyers, successful sourcing involves more than finding the right products. Clear communication, reliable coordination, and access to support are equally important.

The “Little Bees” team brings this commitment to life through personal, on-the-ground assistance.

A recent song released by ChinaMarket captures the spirit of the city:

“Come to Linyi, a city that welcomes you with open arms.”

In Linyi, global buyers can discover business opportunities, build partnerships, and experience the warmth of genuine hospitality.

Come to Linyi. Source with ChinaMarket.

View original content to download multimedia:https://www.prnewswire.com/apac/news-releases/more-than-business-chinamarkets-little-bees-go-the-extra-mile-for-international-buyers-302923217.html

SOURCE ChinaMarket

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UnionPay and Cuscal Paymark Discuss Payment Acceptance and Digital Innovation

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October 29, 2026

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AUCKLAND, New Zealand, Oct. 29, 2026 /PRNewswire/ — Mr. Dong Junfeng, Chairman of China UnionPay and UnionPay International, met with Cuscal Paymark, in Auckland on 19 October 2026 to discuss expanding UnionPay acceptance in New Zealand and opportunities for cooperation in digital payments. Mr. Mike Blomfield, Chief Executive Officer and Julia Nicol, Chief of Staff expressed support UnionPay’s plans and the advancement of key projects.

Cuscal Paymark is New Zealand’s largest payment switching and network services provider. The two parties have maintained a partnership since 2012.  To date, several major banks on its network support UnionPay payments at physical merchants. The company has also incorporated a number of UnionPay product standards into mandatory terminal upgrade requirements, providing a foundation for broader acceptance. Looking ahead, UnionPay will leverage Cuscal Paymark’s local network and transaction processing capabilities to upgrade online and in-store payment platforms and further improve UnionPay acceptance services.

Discussions also covered upgrades to support chip transactions on dual-branded cards, online payment gateway integration, and the joint promotion of SoftPOS solutions to acquirers. The companies agreed to strengthen technical coordination to maintain reliable payment processing during and after system upgrades.

Other topics included agentic payments, digital identity, biometric applications, and payment network connectivity.

Ms. Nicol reaffirmed Cuscal Paymark’s support for UnionPay’s ongoing development in New Zealand and the advancement of key projects. Both parties agreed to explore further cooperation in wallet connectivity and digital payments.

UnionPay entered the New Zealand market in 2008. Its acceptance coverage now exceeds 90%, and UnionPay cards are now widely issued by local financial institutions. UnionPay will continue working with partners to improve payment services, strengthen financial integration between China and other APEC economies, and advance cross-border payment cooperation between China and New Zealand and across the broader Asia-Pacific region.

View original content:https://www.prnewswire.com/apac/news-releases/unionpay-and-cuscal-paymark-discuss-payment-acceptance-and-digital-innovation-302923215.html

SOURCE UnionPay International

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