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

Invesco
US-based investment manager Invesco has launched a Personalised Investor Engine (PIE), a behavioural-intelligence platform designed to help financial institutions convert savers into investors. It is launching PIE with Zopa, applying the technology across the digital bank’s 1.5 million mass-affluent customer base. 

Built with behavioural science expertise from Oxford Risk, PIE uses behavioural profiling to identify individual barriers and tailor interventions at key points in the customer journey.

The launch follows a research report launched last week that revealed UK households could have generated an additional £385 billion ($515 billion), or £13,400 per household, over the past decade by investing rather than holding their savings in cash. It also showed that fear of losing money and low confidence were among the biggest barriers, and that for those with higher levels of cash savings, the fear of loss was greater.

The firm said PIE integrates into existing digital customer journeys, using behavioural insights to personalise key moments including onboarding, funding, first investment, top-ups and withdrawals.

“Over the last decade, the industry has made investing more accessible than ever. Yet despite an estimated €10 trillion ($11.5 trillion) remaining in cash across Europe, millions of consumers who express an interest in investing still do not take the next step,” Sonia Bainbridge, head of digital distribution EMEA, Invesco, said. “Our research suggests the challenge is no longer access, it's activation. Fear of loss, low confidence and uncertainty about making the right decision continue to prevent many people from turning intent into action. PIE enables financial institutions to identify what's holding individual customers back and personalise the moments that matter most. By making investing feel more relevant, manageable and actionable, we can help more savers become confident, long-term investors.”

PIE is available to banks, digital investment platforms and other financial institutions seeking to help more customers move from cash into long-term investing. Invesco works with partners to identify priority activation opportunities, embed behavioural intelligence into existing digital journeys and deploy personalised behavioural interventions to increase engagement, conversion and long-term investing participation.

Schroders Capital
Schroders Capital has announced the final close of its flagship co-investment strategy, Schroders Capital Private Equity Global Direct IV, at $1.3 billion.

The closing marks Schroders Capital’s largest closed-ended commingled private equity strategy to date, the firm said in a statement.  The fundraise has built on the continued growth of its private equity platform, which has raised over $5 billion of capital this year. 

Global Direct IV, founded in 2024, is a pure-play co-investment strategy targeting small and mid-market (enterprise values typically below $1 billion), investing primarily in Europe and the US, complemented by a selective allocation to growth investments in Asia. It provides investors with access to a diversified portfolio across five industries: healthcare, technology, business services, consumer and industrials.

Schroders Capital’s direct/co-investment strategy, covering 260 investments, has a realised track record of 3.3 x multiple on invested capital (MOIC) across 86 partially and fully realised investments. The three most recently announced co-investment exits are expected to deliver a blended return of 6.0 x MOIC and over $1.2 billion of proceeds, the firm said. These exits include AerFin, the UK aviation aftermarket specialist; Saber Power Services, a provider of mission-critical power infrastructure service; and Pharmacy2U, a UK digital healthcare platform. 

Schroders Capital’s private equity platform has $29.7 billion assets under management. In total, the group has $113.7 billion in AuM, as of 30 June 2026.