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

Zopa
UK digital bank Zopa has appointed Invesco, the US investment firm with $2.1 trillion in assets under management as of 30 September this year, as its preferred asset manager partner.

At launch, Zopa will make two of Invesco’s multi-asset summit responsible funds available to its customers in a phased manner until the end of 2025, widening it out to more customers in 2026, using Upvest’s application programming interface infrastructure. (APIs enable different forms of software to communicate with each other.)

“As digital platforms reshape how people engage with their finances, we see tremendous opportunity to make investing simpler and more accessible,” Oliver Bilal, head of EMEA distribution at Invesco, said.

Pictet Asset Management
Geneva-headquartered Pictet Asset Management has launched its latest thematic equity strategy, Pictet-Longevity.

Pictet-Longevity aims to capitalise on the investable opportunities created by the profound demographic shift that is reshaping many societies. As the oldest Baby Boomers enter their eighties their healthcare needs continue to rise, while the younger cohort of this generation is exiting the workplace, exacerbating a shrinking labour force already contending with fewer entrants because of falling birth rates.

Demand is therefore growing for healthcare solutions. At the same time, technology is being deployed by businesses to compensate for the labour gap and boost productivity. The global longevity market, which is estimated at $3.5 trillion, is set to grow at a compound annual growth rate (CAGR) of 9 per cent.

Pictet-Longevity targets two main areas:

-- Healthspan: Efficient and established health solutions to improve quality of life and prolong healthy years.

-- Productivity: Innovative, tech-driven solutions that enhance workplace efficiency in response to a declining global workforce.

“By uniting our Health and Human experience under Pictet-Longevity, we can capitalise on the opportunities presented by societal developments,” Marien-Baptiste Pouyat, lead manager of Pictet-Longevity, said. “Through this strategy, we’re investing in businesses that are driving innovation and delivering sustainable returns for our investors.”

Pictet-Longevity’s strategy, which combines Pictet’s Health and Human strategies, is underpinned by megatrends – the changes in society, the environment, technology and geopolitics. They are a crucial source of long-run revenue and earnings growth, which are used as a basis for each of Pictet AM’s thematic equity portfolios.

The new strategy is UCITS compliant and classified as an Article 8 fund under the Sustainable Finance Disclosure Regulation (SFDR). It is registered for sale in Austria, Belgium, Chile, Cyprus, Finland, France, Germany, Greece, Italy, Liechtenstein, Luxembourg, the Netherlands, Norway, Peru, Portugal, Singapore, South Korea, Spain, Sweden, Switzerland, Taiwan and the UK.

Deutsche Bank, EQT
Sweden-headquartered investment house EQT has formed a global distribution pact with Deutsche Bank. Under the terms of the partnership, this will make EQT’s private equity-focused evergreen strategy, “EQT Nexus,” available to accredited and professional investor clients in select markets across Europe, the Middle East and Asia, effective November.

Launched in May 2023, EQT Nexus provides exposure to a globally-diversified private markets portfolio – including direct co-investments – focused on EQT’s Private Capital platform. The strategy spans large-scale buyouts, mid-market/growth and early-stage venture capital opportunities within healthcare, technology and services.

EQT Nexus’ portfolio construction is geographically diversified, with an emphasis on EQT’s home regions of Europe and Asia-Pacific, as well as North America.

EQT’s evergreen platform includes five strategies covering private equity, infrastructure and real estate, available to eligible individual investors and institutions in a number of jurisdictions in Europe, Asia-Pacific and the Americas.

The term “evergreen” refers to an open-ended investment strategy, rather than one with a predetermined end point. The evergreen – or “perpetual” – model in private market investment has gained prominence in recent years because it is seen as a way of encouraging novice investors into the space without the complexities of more traditional approaches.

EQT had €267 billion ($308 billion) in total assets under management as of 30 September 2025.