UK digital bank Zopa collaborates with US asset manager Invesco to introduce multi-asset summit funds via API integration, while Pictet Asset Management unveils a longevity-themed fund targeting demographic-driven growth opportunities; global private markets also see expansion through EQT and Deutsche Bank partnership, signalling a shift towards accessible, thematic, and sustainable investments.
UK digital bank Zopa has taken a significant step by appointing Invesco, the US-based investment firm managing $2.1 trillion in assets as of late September, as its preferred asset manager partner. This collaboration will see two of Invesco’s multi-asset summit responsible funds being gradually introduced to Zopa’s customers through 2025, expanding access further in 2026. The integration leverages Upvest’s API infrastructure, facilitating smooth software communication for seamless investment access. Oliver Bilal, Invesco’s head of EMEA distribution, expressed optimism about the evolving landscape where digital platforms simplify and democratise investing, aiming to make financial engagement more accessible.
Meanwhile, Pictet Asset Management, headquartered in Geneva, has unveiled a new thematic equity strategy called Pictet-Longevity. This fund seeks to capitalise on the profound demographic shifts influencing societies globally, particularly focusing on opportunities arising from ageing populations and workforce challenges. With the oldest Baby Boomers entering their eighties and healthcare demands rising, the strategy targets the $3.5 trillion longevity market, which is projected to grow at a compound annual growth rate (CAGR) of 9%. Pictet-Longevity invests in two main areas: healthspan, which focuses on extending healthy living years through established healthcare solutions, and productivity, which emphasises innovative technology to enhance workplace efficiency amid a shrinking labour pool. Marien-Baptiste Pouyat, the fund’s lead manager, highlighted the strategy’s foundation on megatrends , societal, environmental, technological, and geopolitical changes that fuel long-term revenue and earnings growth. The strategy holds UCITS compliance and falls under Article 8 of the Sustainable Finance Disclosure Regulation (SFDR), making it available for sale across several regions including the UK, Europe, Asia, and parts of the Americas.
In addition to these developments, Pictet Asset Management has been actively broadening its global reach through new investment vehicles and partnerships. Notably, it has introduced a suite of collective investment trusts (CITs) to the US institutional retirement market, offering exposure to emerging markets and clean energy transitions that were previously reserved for large institutional mandates. SEI Trust Company serves as the trustee for these CITs. Pictet has also launched its first US-listed exchange-traded funds (ETFs), which include AI-driven and thematic investment strategies such as the Pictet AI Enhanced International Equity ETF and the Pictet Cleaner Planet ETF, signalling a commitment to innovation and research-backed products for US financial advisors and investors.
On the private markets front, Swedish investment house EQT has established a global distribution partnership with Deutsche Bank Private Bank to broaden access to its private equity-focused evergreen strategy, EQT Nexus. Scheduled to be available from November 2025 to accredited and professional investors across Europe, the Middle East, and Asia, EQT Nexus offers a globally diversified portfolio including direct co-investments. The strategy spans large-scale buyouts, growth opportunities, and early-stage venture capital within sectors like healthcare, technology, and services. EQT’s portfolio has a strong geographic focus on Europe and Asia-Pacific but also extends to North America. With €267 billion ($308 billion) in assets under management as of September 2025, EQT’s evergreen model addresses the growing demand for accessible private market investments, often favoured by newcomers due to its flexible, open-ended structure compared to traditional private equity funds.
These developments reflect the broader trend of financial institutions enhancing their product offerings to meet evolving investor needs amid demographic shifts, technological advancement, and increasing interest in sustainable and accessible investment solutions. Wealth advisors and their clients are thus gaining access to an expanding array of thematic, multi-asset, and private market strategies designed to capture long-term growth opportunities while addressing societal challenges and regulatory standards.
- https://www.wealthbriefing.com/html/article.php/what%27s-new-in-investments%2C-funds–invesco%2C-pictet%2C-deutsche-bank- – Please view link – unable to able to access data
- https://www.wealthbriefing.com/html/article.php/what%27s-new-in-investments%2C-funds–invesco%2C-pictet%2C-deutsche-bank- – The article discusses recent developments in investment offerings and financial products relevant to wealth advisors and their clients. It highlights Zopa, a UK digital bank, appointing Invesco as its preferred asset manager partner, with plans to offer Invesco’s multi-asset summit responsible funds to its customers. Additionally, Pictet Asset Management has launched its latest thematic equity strategy, Pictet-Longevity, targeting opportunities in the global longevity market, estimated at $3.5 trillion. The strategy focuses on healthspan and productivity, investing in businesses driving innovation and delivering sustainable returns. Furthermore, EQT, a Swedish investment house, has formed a global distribution partnership with Deutsche Bank to 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, starting from November 2025. EQT Nexus provides exposure to a globally diversified private markets portfolio, including direct co-investments, with a focus on EQT’s Private Capital platform.
- https://www.prnewswire.com/news-releases/pictet-asset-management-launches-first-suite-of-cits-and-chooses-sei-as-strategic-partner-302053514.html – Pictet Asset Management has launched its first suite of four collective investment trusts (CITs) to the US institutional retirement market, with SEI Trust Company serving as trustee. The CITs include Pictet Clean Energy Transition CIT, Pictet Emerging Markets Debt Blend CIT, Pictet Emerging Markets Debt Local Currency CIT, and Pictet Emerging Markets Hard Currency Debt CIT. These strategies aim to provide investors with access to Pictet’s proven investment approaches in emerging markets and clean energy transition, previously available only to the largest institutions via mandates.
- https://www.businesswire.com/news/home/20251016630277/en/Pictet-Asset-Management-Launches-First-U.S.-ETFs – Pictet Asset Management has launched its first U.S.-listed exchange-traded funds (ETFs), including the Pictet AI Enhanced International Equity ETF (PQNT), Pictet Cleaner Planet ETF (PCLN), and Pictet AI & Automation ETF (PBOT). These ETFs aim to bring Pictet’s AI-driven quantitative and thematic strategies to U.S. financial advisors and investors, reflecting the firm’s commitment to independent thinking and pioneering investment strategies built upon robust research.
- https://fundselectorasia.com/eqt-and-deutsche-bank-partner-for-private-markets-distribution/ – EQT has formed a global distribution partnership with Deutsche Bank Private Bank to make EQT’s private equity-focused evergreen strategy, EQT Nexus, available to accredited and professional investor clients in select markets across Asia, Europe, and the Middle East, starting from November 2025. 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.
- https://www.fundssociety.com/en/news/negocio/pictet-am-launches-a-thematic-global-equity-fund-focused-on-megatrends/ – Pictet Asset Management has announced the launch of the Multi Solutions-Pictet Road To Megatrends 2028 II fund, the second edition of a systematic global thematic equity investment solution that gradually builds its exposure over four years. The fund focuses on thematic investments based on megatrends, with a strong emphasis on technology and the environment, aiming to optimize market entry timing and reduce average volatility.
- https://www.pictet.com/us/en/insights/pictet-wealth-management-new-strategic-asset-allocation – Pictet Wealth Management has introduced a new strategic asset allocation with an increased focus on credit and equity strategies, reducing exposure to liquid alternatives and government bonds. This move reflects the bank’s capital markets assumption that the market landscape will change over the next ten years, aiming to enhance investment outcomes for clients.
Noah Fact Check Pro
The draft above was created using the information available at the time the story first
emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed
below. The results are intended to help you assess the credibility of the piece and highlight any areas that may
warrant further investigation.
Freshness check
Score:
8
Notes:
The narrative presents recent developments involving Invesco, Pictet Asset Management, and Deutsche Bank, with publication dates ranging from February 2024 to October 2025. The earliest known publication date for similar content is February 6, 2024, when Pictet Asset Management launched its first suite of collective investment trusts (CITs) in the US institutional retirement market. ([prnewswire.com](https://www.prnewswire.com/news-releases/pictet-asset-management-launches-first-suite-of-cits-and-chooses-sei-as-strategic-partner-302053514.html?utm_source=openai)) The report includes updated data but recycles older material, which may justify a higher freshness score but should still be flagged. The narrative is based on a press release, which typically warrants a high freshness score. However, if earlier versions show different figures, dates, or quotes, these discrepancies should be flagged. Additionally, if the content is republished across low-quality sites or clickbait networks, this should be clearly flagged. If anything similar has appeared more than 7 days earlier, this should be explicitly highlighted.
Quotes check
Score:
7
Notes:
The narrative includes direct quotes from individuals such as Oliver Bilal, Head of EMEA Distribution at Invesco, and Merve Ferrero, Chief Strategy Officer at Zopa Bank. A search for the earliest known usage of these quotes is necessary to determine if they have been used previously. If identical quotes appear in earlier material, this may indicate reused content. If quote wording varies, note the differences. If no online matches are found, raise the score but flag as potentially original or exclusive content.
Source reliability
Score:
6
Notes:
The narrative originates from WealthBriefing, a reputable source in the financial industry. However, the specific article URL provided leads to a 404 error page, indicating potential issues with the source’s reliability. This uncertainty should be flagged. Additionally, if a person, organisation, or company mentioned in the report cannot be verified online (e.g., no public presence, records, or legitimate website), this should be flagged as potentially fabricated.
Plausability check
Score:
8
Notes:
The claims made in the narrative are plausible and align with recent developments in the financial industry. The narrative lacks supporting detail from any other reputable outlet, which should be flagged clearly. If the report lacks specific factual anchors (e.g., names, institutions, dates), reduce the score and flag as potentially synthetic. If language or tone feels inconsistent with the region or topic—e.g., strange phrasing, wrong spelling variant—flag as suspicious. If the structure includes excessive or off-topic detail unrelated to the claim, note this as a possible distraction tactic. If the tone is unusually dramatic, vague, or doesn’t resemble typical corporate or official language, flag for further scrutiny.
Overall assessment
Verdict (FAIL, OPEN, PASS): OPEN
Confidence (LOW, MEDIUM, HIGH): MEDIUM
Summary:
The narrative presents recent developments involving Invesco, Pictet Asset Management, and Deutsche Bank, with publication dates ranging from February 2024 to October 2025. The earliest known publication date for similar content is February 6, 2024. The report includes updated data but recycles older material, which may justify a higher freshness score but should still be flagged. The narrative is based on a press release, which typically warrants a high freshness score. However, the specific article URL provided leads to a 404 error page, indicating potential issues with the source’s reliability. This uncertainty should be flagged. The claims made in the narrative are plausible and align with recent developments in the financial industry. However, the narrative lacks supporting detail from other reputable outlets, which should be flagged clearly. Given these factors, the overall assessment is ‘OPEN’ with a medium confidence level.