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

Gresham House
Gresham House, a specialist alternative asset manager, has announced a €250 million ($291 million) first close of its Sustainable International Forestry Strategy Platform, anchored by Worcestershire Pension Fund and NGS Super.

NGS Super’s investment represents the first Australian superannuation fund investor in a Gresham House Strategy Platform, marking an important step in the globalisation of the firm’s natural capital platform.

Forestry has exhibited distinct characteristics compared with mainstream asset classes, including alignment to long-term inflation dynamics. These features have contributed to its role within diversified portfolios across multiple economic cycles, the firm said in a statement.

The platform targets a diversified, mixed-age and multi-species portfolio of productive, sustainably managed timberland and afforestation assets across Australia, New Zealand, the UK, Ireland and continental Europe with additional co-investment opportunities. The strategy is classified as an Article 9 product under the EU’s Sustainable Finance Disclosure Regulation (SFDR) based on its stated sustainable investment objective.

In addition, the platform reflects the Gresham House Forestry Charter, which embeds ESG principles throughout the investment cycle, and ensures that each asset is managed for long-term ecological and community impact and benefit.

“We’re delighted to deepen our UK LGPS relationships and welcome NGS Super as our first Australian superannuation fund investor,” Tony Dalwood, CEO, Gresham House, said. “Forestry offers diversification, inflation linkage and tangible environmental benefits. Our commitment to the Gresham House Sustainable International Forestry Strategy Platform diversifies our existing exposure and reflects our conviction in sustainable real assets and our belief in the importance of investing in natural capital for the long term,” Adrian Hardmann, chair of the Pension Committee, Worcestershire Pension Fund, added.

The firm’s forestry division, which manages over €4.1 billion in forestry assets globally, supports carbon sequestration, biodiversity restoration, and rural economic development, making its strategies well-positioned to capture emerging opportunities in natural capital markets.

Quilter Cheviot
Quilter Cheviot, the high net worth wealth management arm of Quilter, and global investment firm KKR, has introduced KKR’s evergreen private equity strategy to its discretionary portfolio service.

From January 2026, Quilter Cheviot’s investment managers will be able to select KKR’s private equity evergreen strategy for discretionary portfolios where it is suitable for the client, the firm said in a statement. Local share class structures of KKR’s evergreen private equity strategy will be available, investing alongside KKR’s flagship private equity strategies, providing investors with efficient access to a diversified global portfolio of investments. The structure has been designed to work seamlessly across Quilter Cheviot’s key jurisdictions – the UK, Jersey, and Ireland – ensuring that clients in all locations can benefit from this enhanced private markets access.

The launch follows increased client demand for private markets, as well as the offering increasingly aligning with high net worth clients’ needs and objectives.

“Access to high-quality private markets solutions has evolved at a rapid pace in recent years and clients and advisors are recognising the potential such an exposure can give to their portfolios,” Caroline Simmons, chief investment officer at Quilter Cheviot, said.

“Most large companies aren’t investable through public markets and private equity strategies overseen by experienced managers can serve as powerful tools for investors to increase their diversification, create a less correlated return stream, and allow for long-term compounded performance potential,” Alisa Wood, partner and co-leader of KKR’s Evergreen Private Equity Strategies, added. 

WisdomTree
WisdomTree, a global financial innovator, has launched the WisdomTree Value UCITS ETF range, including global, European and US-focused exposures. These ETFs seek to track the price and yield performance, before fees and expenses, of proprietary WisdomTree Value Indices.

Listed on Börse Xetra and Borsa Italiana and listing on the London Stock Exchange on 11 December 2025, the new exchange-traded funds (ETFs) are designed to capture companies trading at attractive valuations while exhibiting strong fundamentals and capital return discipline.

The rules-based indices target mid-cap and large-cap stocks from developed markets that exhibit high shareholder yield, a measure that combines dividend yield and net share repurchases, which has consistently been one of the most effective drivers of long-term equity returns. Stocks are also subject to quality and momentum screens to exclude companies with weak fundamentals or negative price trends, the firm said in a statement. Constituents are then weighted by total shareholder yield, ensuring that the most disciplined capital allocators receive greater representation.

The WisdomTree Value UCITS ETF range aims to modernise value investing by blending attractive valuations, capital discipline, and quality fundamentals. The strategy avoids companies that dilute shareholder value and prioritises those that return capital consistently via dividends and buybacks.

Goldman Sachs Asset Management
Goldman Sachs Asset Management has expanded its European Fixed Income ETF range with the launch of three actively managed ETFs in EMEA: 

-- Goldman Sachs Global Government Bond Active UCITS ETF

-- Goldman Sachs EUR Government Bond Active UCITS ETF

-- Goldman Sachs Emerging Markets Hard Currency Bond Active UCITS ETF

The funds will be managed by Goldman Sachs fixed income and liquidity solutions team. The new ETFs are listed on Deutsche Börse with listings on other exchanges to follow. The ETFs will be registered in key markets throughout EMEA. 

“Our clients continue to look for solutions combining strong active management capabilities with the benefits of ETFs. With these launches, we are expanding our range of core building blocks for fixed income portfolios by leveraging Goldman Sachs Asset Management’s over three decades of experience in actively managing fixed income assets," Hilary Lopez, head of the EMEA Third Party Wealth Business at GSAM, said.