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Invesco Teams With LGT on Private Markets for US Retail
Wealth Management· 2025-12-08 15:19
Core Viewpoint - Invesco Ltd. is expanding its presence in private markets by partnering with LGT Capital Partners to offer alternative asset portfolios to US retail and retirement investors [1][2]. Group 1: Partnership Details - The collaboration will focus on private equity, credit, infrastructure assets, and investments in secondary stakes [2]. - This marks Invesco's second partnership since late April, following a collaboration with Barings on private credit funds [2]. Group 2: Market Context - Traditional asset managers have increasingly entered alternative markets over the past year, acquiring boutique firms or forming joint ventures to provide private assets to everyday investors [3]. - Notable partnerships in the industry include Blackstone with Vanguard and Wellington, Apollo with State Street, and Capital Group with KKR [4]. Group 3: Company Profiles - Invesco manages $2.1 trillion in client assets, with over $190 billion in alternative assets primarily in real estate and private debt [4]. - LGT Capital Partners, owned by the Princely Family of Liechtenstein, manages approximately $120 billion in assets [4].
Invesco Teams Up With LGT on Private Equity and Credit for Retail
Yahoo Finance· 2025-12-08 15:19
Core Insights - Invesco Ltd. is expanding its presence in private markets by partnering with LGT Capital Partners to offer alternative asset portfolios for US retail and retirement investors [1][2] - The partnership will focus on private equity, credit, infrastructure assets, and secondary stakes [2] - Invesco's CEO highlighted that private market exposure can provide unique income and growth opportunities [2] Company Developments - This partnership with LGT is Invesco's second collaboration since April, following a partnership with Barings on private credit funds [2] - Invesco manages $2.1 trillion in client assets and has over $190 billion in alternative assets, primarily in real estate and private debt [2][5] - LGT Capital Partners, owned by the Princely Family of Liechtenstein, manages approximately $120 billion in assets [5] Industry Trends - Traditional asset managers are increasingly entering alternative markets, forming joint ventures or acquiring boutique firms to offer private assets to retail investors [3] - Other notable partnerships in the industry include Blackstone with Vanguard and Wellington, and Apollo with State Street [4] - The trend indicates a growing interest in private markets as a source of income and growth for investors [2][3]