European Investor
12 Feb 2026, 23:21
State Street Corporation announced that Mariner will implement Charles River’s Wealth Management Solution to streamline operations and support its expansion to **5,000 advisors**, up from more than 2,080 today.
The platform, developed by Charles River Development, will centralize portfolio management, trading, custodial data integration, and enterprise data management. The goal is to improve efficiency, reduce operational complexity, and create a scalable technology foundation without disrupting advisor or client experience.
Mariner, which advises on over **$632 billion** in assets, said the partnership supports its long-term growth strategy and modernization efforts.
As of December 31, 2025, State Street reported **$53.8 trillion** in assets under custody and/or administration and **$5.7 trillion** in assets under management.
Source: Business Wire
The platform, developed by Charles River Development, will centralize portfolio management, trading, custodial data integration, and enterprise data management. The goal is to improve efficiency, reduce operational complexity, and create a scalable technology foundation without disrupting advisor or client experience.
Mariner, which advises on over **$632 billion** in assets, said the partnership supports its long-term growth strategy and modernization efforts.
As of December 31, 2025, State Street reported **$53.8 trillion** in assets under custody and/or administration and **$5.7 trillion** in assets under management.
Source: Business Wire