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Key Private Bank selects Charles River wealth management solution


Key Private Bank, the wealth management division of KeyCorp, has selected the Charles River Wealth Management Solution to expand its investment product offering. The fully managed solution provides Key Private Bank with portfolio management, trading, and compliance across its equities, options, and fixed income products. Key Private Bank also leverages Charles River’s mobile solution for advisors, Charles River Anywhere.

“Adopting Charles River creates significant opportunities for Key Private Bank to scale our value-added investment solutions to our clients,” says Joe Calabrese, National Head of Investment, Fiduciary and Banking Services at Key Private Bank. “This signals a new chapter in the evolution of our business, and we are excited that we can better serve our clients by trading in all security types while reducing risk and improving efficiency across our investment functions.”

“For firms like Key Private Bank, centralising portfolio management and trading operations sets the stage for transformational growth,” says Randy Bullard, Global Head of Wealth, Charles River. “An enterprise, scalable platform that supports the needs of wealth managers is essential in today’s competitive marketplace.”

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