The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Hamilton Lane
Hamilton Lane, the New York-listed private markets house, has expanded its iCapital partnership, adding “evergreen” strategies across private equity, infrastructure, secondaries, infrastructure and venture capital. 

The expanded collaboration builds on the firms’ existing partnership in the US. The products will be made available to wealth managers around the world via iCapital Marketplace.

The iCapital platform connects wealth managers, including private banks, independent financial advisors and family offices, with private markets opportunities through a single access point. 

“Our partnership with a leading firm like Hamilton Lane reflects the growing demand from global wealth managers for diversified private market evergreen strategies delivered through a scalable, integrated platform,” Jocelyn Pidoux, head of asset manager solutions EMEA at iCapital, said. “By bringing these strategies to iCapital Marketplace, we are supporting broader participation in institutional-quality private market investments across the global wealth channel.”

Fortem Capital
Fortem Capital, a specialist in liquid alternatives investment solutions, has launched the Fortem Capital Managed Futures Fund, a daily dealing UCITS strategy designed to provide investors with a more efficient way of accessing managed futures, it said.

Managed futures have historically been one of the few liquid diversifiers capable of delivering positive long-term returns with low correlation to traditional assets. However, Fortem believes that investors face two setbacks; high cost and a wide dispersion of outcomes across managers.

The strategy is available through a daily dealing UCITS structure with an ongoing charge well below the CTA industry standard.

“We have long viewed managed futures as one of the most effective diversifiers available to investors. The challenge has never been the return premia itself, but the efficiency with which it is accessed,” Kevin Gray, chief investment officer at Fortem Capital, said. “We have then used part of those efficiency gains to design a strategy specifically around the role we believe managed futures should play within a broader portfolio. The objective wasn't to reinvent managed futures, but to deliver a more efficient implementation designed specifically around the needs of the end investor.”

Andrew Beer, co-founder and managing member at Dynamic Beta investments (DBi), added: “With this launch, Fortem brings a sophisticated and unique strategy to market: the proven diversification benefits of managed futures combined with prudent risk mitigation, all in a liquid, accessible, fee-efficient fund structure. From an allocator’s perspective, this is a big leap forward.”

KBC Asset Management
HANetf, Europe’s first white-label UCITS ETF and ETC platform has announced that KBC Asset Management has expanded its European ETF range:

The three new ETFs – also available with Hungarian Forint (HUF) and Czech Koruna (CZK) hedging options – are designed to provide investors with a range of global exposures, enhanced by “a highly sought-after local currency feature,” the firm said in a statement. Each ETF is available in a CZK-hedged share class, with an expanding number also available in HUF-hedged share classes, creating a differentiated proposition within the ETF market and tailored to the needs of Czech and Hungarian investors.

The ETFs are built around transparent and disciplined rules-based methodologies, offering clear visibility on portfolio composition and market exposure without unnecessary complexity. By tracking established indices, the ETFs aim to provide a reliable foundation for investors aiming to stay invested in equity markets over the long term.

KBC believes there is a clear opportunity to differentiate in the global equity ETF market through a strong local edge. Deep market insight, regulatory expertise, and long-standing client relationships can all play an important role in supporting investors alongside the broad universe of standard ETF offerings already available in the market.

“These new ETFs mark the next step in our journey to get everyone invested, all the time. Leveraging our strong presence in our core markets, we continue to offer easy, valuable and reliable investment solutions to both existing and new KBC clients,” Johan Lema, CEO at KBC Asset Management, said.

Hector McNeil, co-oufnder and co-CEO of HANetf, added: “We are delighted that KBC Asset Management is expanding its range of European UCITS ETFs. As one of Belgium’s leading financial institutions, with deep roots across its core European markets, KBC Group brings significant scale, credibility and distribution strength to the launches.”

KBC Group is an integrated bank-insurance group formed in 1998 through the merger of two Belgian banks, Kredietbank and CERA Bank, and Belgian insurer ABB Insurance. Today, KBC serves around 13 million clients and focuses on its core markets of Belgium, the Czech Republic, Slovakia, Hungary and Bulgaria, while maintaining a more limited presence in selected other countries.

Altana Wealth
Altana Wealth, a specialist asset manager, has launched the Altana Downside Protector (ADP) Fund, which it says provides market protection against major repricings in equity and credit markets.

Building on the approach deployed by founder and CIO Lee Robinson to trade the dot-com bubble and 2008 financial crash, the ADP Fund offers a disciplined approach to market hedging with defined costs, convex payoffs, and professional execution, the firm said in a statement.

Altana believes that the combination of a private credit reversal, AI capex overspend and fading liquidity have created a late-cycle environment with multiple catalysts for a systemic downturn over the next six to18 months. The fund will run two separate sleeves, each targeting a different contagion channel via equity options and credit default swaps, to provide investors with leveraged downside protection which, based on proprietary analysis, could yield combined returns exceeding 200 per cent of invested capital if a 2008-style event were to occur, the firm added.

Managed by Robinson, credit portfolio managers Benedict Keim and Mathieu Scemama, and head of quantitative research Christoph Mueck, the strategy draws on the firm’s deep bench to combine equity options expertise with credit market knowledge. Furthermore, as always with Altana, the firm says it will invest significant partner capital in the fund to ensure that it is fully aligned with co-investors.

"We believe that over the next six to 18 months, many sectors of the global economy will be hit by major disruptions across equity and credit markets, similar to the dot-com crash and potentially leading to a financial crisis to rival 2007-2008,” Robinson said. “These are the moments that Altana Wealth was built for. We discover overlooked asymmetric opportunities, understand potential outcomes, and then time our trades to deliver alpha.”

The firm has strategies such as Altana Distressed Opportunities, Altana Credit Opportunities, Altana Asymmetric Opportunities and the Altana Event?Driven Credit Fund. Robinson founded the business in 2010. Earlier in his career, he worked at Tudor Capital, Deutsche Bank, BNP Paribas and Bankers Trust. In 2001 he co-founded Trafalgar Asset Managers.

In December 2025, WealthBriefing exclusively reported that the firm had launched the Altana China Recovery Opportunity (ACR) fund to deliver asymmetric payoffs from investments in Chinese real estate bonds.