Fifth Third Private Bank Wins Datos Insights 2026 Award for Portfolio Management Innovation
Fifth Third Private Bank, a division of Fifth Third Bancorp (NYSE: FITB), has received the 2026 Datos Insights Impact
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Fifth Third Private Bank, a division of Fifth Third Bancorp (NYSE: FITB), has received the 2026 Datos Insights Impact Award for Best Innovation in Portfolio Management. The recognition honors Fifth Third’s implementation of a unified investment platform designed to help its professionals deliver more personalized portfolio strategies, enhance investment oversight and respond more efficiently as clients’ financial needs evolve.
“To be recognized by Datos Insights is a meaningful honor and reflects our continued commitment to delivering innovative solutions that help clients achieve their goals with confidence,” said Peter Sefzik, head of Wealth and Asset Management, Fifth Third Bank. “Innovation is most powerful when it improves outcomes for clients. This award recognizes the investments we’ve made to enhance portfolio management and create a more personalized experience that helps clients navigate increasingly complex financial decisions.”
The award recognizes Fifth Third Private Bank’s implementation of the Charles River Enterprise Investment Platform, which brings portfolio management, trading and rebalancing capabilities together within a single cloud-based environment. The platform is designed to help investment professionals manage portfolios more efficiently, strengthen oversight and deliver greater customization while preserving the personal advice and judgment at the center of the Private Bank relationship.
Following a strategic implementation, the platform now supports more than 30,000 accounts and $60 billion in assets under management across Fifth Third’s targeted investment businesses. Its capabilities support customized portfolio management, automated implementation and rebalancing, enhanced oversight and a scalable foundation for future investment offerings.
“Our approach to portfolio management combines sophisticated technology with the experience, judgment and personal touch of our investment professionals,” said Christopher Keller, managing director, National Private Bank, Fifth Third Bank. “As client needs evolve, we remain focused on developing scalable tools and capabilities that strengthen decision-making and deliver a more seamless wealth management experience. We are honored that Datos Insights recognized our efforts to raise the standard for innovation the industry.”
A panel of external experts judge the Datos Insights Impact Awards nominations based on the following criteria: level of innovation and competitive advantage, market needs assessment, impact on customer experience and customer operational efficiency, level of new revenue opportunity for the organization, impact on customer retention/new customer attraction, level of scalability across customer base and future roadmap.
About Fifth Third
Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. Our list of firsts is extensive, and it’s one that continues to expand as we explore the intersection of tech-driven innovation, dedicated people and focused community impact. Fifth Third is one of the few U.S.-based banks to have been named among Ethisphere’s World’s Most Ethical Companies® for several years. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is to be the one bank people most value and trust.
Fifth Third Bank, National Association is a federally chartered institution. Fifth Third Bancorp is the indirect parent company of Fifth Third Bank, and its common stock is traded on the New York Stock Exchange under the symbol “FITB.” Investor information and press releases can be viewed at www.53.com. Deposit and credit products provided by Fifth Third Bank, National Association. Member FDIC.
Fifth Third Private Bank is a division of Fifth Third Bank, National Association, which is an indirect subsidiary of Fifth Third Bancorp. Banking, investment and insurance products and services are offered through or are made available by one or more of Fifth Third Bancorp’s indirect subsidiaries. Investments, investment services and insurance: Are Not FDIC Insured | Offer No Bank Guarantee | May Lose Value | Are Not Insured by Any Federal Government Agency | Are Not a Deposit Insurance products made available through Fifth Third Insurance Agency, Inc.
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