Invesco and LGT Capital Partners Forge Strategic Partnership to Expand Access to Private Markets for U.S. Wealth and Retirement Investors

Rhea-AI Summary

Invesco (NYSE: IVZ) and LGT Capital Partners announced a strategic partnership on Dec. 8, 2025 to develop multi-alternative private markets solutions focused on U.S. wealth and retirement channels.

The alliance combines Invesco’s private markets scale — including $190 billion in global private markets and $1 trillion managed for U.S. wealth clients — with LGT’s 25+ year track record, network of 800+ general partners, and active private markets secondaries platform. Both firms plan co-investment seed capital and to broaden private markets access for advisors, plan sponsors, and retirement investors.

Positive

• $190 billion in global private markets AUM at Invesco
• $1 trillion managed for U.S. wealth clients at Invesco
• LGT network of 800+ general partners for privileged access
• LGT operates a significant private markets secondaries platform
• Planned co-investment seed capital to align interests on new products

Negative

• None.

Key Figures

Private markets AUM more than $190 billion Global private markets and alternatives managed by Invesco

U.S. wealth AUM more than $1 trillion Assets managed for U.S. wealth clients by Invesco

Investment track record over 25 years LGT Capital Partners’ history investing for institutional clients

Institutional clients more than 700 Number of institutional clients served by LGT Capital Partners

Client countries 50 countries Geographic reach of LGT Capital Partners’ institutional client base

General partners network over 800 Number of general partners in LGT Capital Partners’ network

Price move 4.09% IVZ 24h price change ahead of/with partnership news

52-week range $11.60–$26.39 IVZ 52-week low and high before this news

Market Reality Check

$26.24 Last Close

Volume Volume 11,799,630 is about 2.45x the 20-day average 4,816,150, signaling elevated interest ahead of this partnership. high

Technical Shares at $26.24 are trading above the $18.80 200-day MA and sit near the $26.39 52-week high.

Peers on Argus

Peers like BEN, TROW, and EQH show modest gains (around 0.05–1.08%), while IVZ is up 4.09%, indicating a more company-specific response to the partnership news than a broad asset manager rally.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 03	Conference participation	Positive	+3.4%	Management participation in Goldman Sachs financial services conference.
Dec 03	Investment outlook	Positive	+0.6%	Release of 2026 outlook highlighting global opportunities and private credit.
Nov 11	AUM update	Positive	+3.3%	Higher October 2025 AUM with net long-term and money market inflows.
Oct 28	Earnings release	Positive	+2.1%	Q3 2025 EPS growth, margin expansion, debt repayment and buybacks.
Oct 21	Leadership changes	Positive	+0.4%	Strategic leadership appointments in the $88B real estate platform.

Pattern Detected

Recent news—AUM updates, outlooks, and earnings—has generally been followed by positive price reactions, suggesting investors have rewarded IVZ’s strategic and operational updates.

Recent Company History

Over the last few months, IVZ has reported stronger Q3 2025 results, growing AUM to over $2.1 trillion, alongside term-loan repayments and buybacks. Monthly AUM updates showed continued net inflows, and leadership changes bolstered its real estate platform. Investor events and the 2026 outlook emphasized private markets and alternatives. Today’s private-markets-focused partnership fits this trajectory of scaling fee-based assets and broadening distribution in wealth and retirement channels.

Market Pulse Summary

This announcement highlights IVZ’s focus on expanding access to private markets for U.S. wealth and retirement investors by partnering with LGT Capital Partners, which serves over 700 institutional clients across 50 countries. It builds on IVZ’s existing private markets AUM of more than $190 billion and over $1 trillion in U.S. wealth assets. Investors may watch future product launches, fundraising traction, and how this complements prior private-markets partnerships and recent AUM growth.

Key Terms

private equity financial

"private markets, including private equity, private credit, and infrastructure"

Private equity involves investing money directly into private companies or buying out public companies to make them private, with the goal of improving their performance and increasing their value over time. For investors, it offers an opportunity to earn returns by helping companies grow or restructure, often requiring a longer-term commitment and a higher level of involvement than typical stock investments.

private credit financial

"private markets, including private equity, private credit, and infrastructure"

Private credit is a form of borrowing where companies or organizations obtain loans directly from private lenders rather than traditional banks or financial markets. It often involves customized financing arrangements that are not traded publicly, making it a way for businesses to access funding outside of standard channels. For investors, private credit offers the potential for higher returns, but typically comes with increased risk and less liquidity compared to more conventional investments.

AI-generated analysis. Not financial advice.

Multi-alternative private markets solutions expected to provide investors with access to the full growth potential of the global economy

ATLANTA and NEW YORK, Dec. 8, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm announced today that it has entered a strategic partnership with LGT Capital Partners, a leading privately held global specialist in alternative investing. Together, Invesco and LGT Capital Partners plan to develop multi-alternative private markets solutions with an initial focus on the U.S. wealth and retirement channels. 

The collaboration between Invesco and LGT Capital Partners is grounded in a shared commitment to innovation, investment excellence, and client success. By pooling complementary strengths, the two firms aim to simplify access to private markets with industry-leading portfolio solutions and investor education.

"Our collaboration with LGT Capital Partners advances our strategy to offer clients a curated experience through partnerships with select, complementary firms aligned with our clients-first ethos," said Andrew Schlossberg, CEO of Invesco. "We believe private markets exposure can provide differentiated sources of income and growth. Together with LGT Capital Partners, we plan to bring more innovative solutions in asset classes traditionally reserved for institutional allocators to a broader set of U.S. wealth and retirement investors." 

"LGT Capital Partners has a tradition of building long-term oriented portfolios through partnerships with general partners and clients. We are pleased to extend this approach by joining forces with Invesco on this important initiative," said Roberto Paganoni, CEO of LGT Capital Partners. "The alliance marks a significant step in strengthening our presence in the US market, expanding our wealth management capabilities, and exploring opportunities in the retirement space. Invesco shares our commitment toward clients and long-term investment performance, and together we aim to leverage our complementary strengths to deliver innovative solutions for investors."

Invesco manages more than $190 billion in global private markets and alternatives¹ and has decades of experience investing in private real estate and private credit. With more than $1 trillion managed for U.S. wealth clients¹, and as the largest stable value provider in defined contribution retirement plans², Invesco is uniquely positioned to serve a broad range of investors. The firm's consultative approach and history of innovation has established a best-in-class wealth platform that enables advisors and plan sponsors to create resilient portfolios and unlock new opportunities for clients.

With a legacy spanning over 25 years investing on behalf of more than 700 institutional clients across 50 countries, LGT Capital Partners has developed broad expertise in managing multi-alternative and evergreen portfolios across diverse market cycles. The firm's extensive network of over 800 general partners is positioned to provide privileged access to hard-to-reach segments of private markets, including private equity, private credit, and infrastructure. Its private markets secondaries platform operates as a significant participant in the global market. To drive alignment of interest with their clients, LGT Capital Partners often invests alongside clients as a principal investor, including a commitment of significant seed capital to support the launch of products developed in their partnership with Invesco.

By combining their deep expertise, global networks, and client-first philosophies, the two firms are opening new avenues for growth, diversification, and innovation for their clients.

About Invesco Ltd.
Invesco Ltd. is one of the world's leading asset management firms with 8,300 employees helping clients in more than 120 countries. With $2.1 trillion in assets under management as of September 30, 2025, we deliver a comprehensive range of active, passive and alternative investment capabilities. Our collaborative mindset, breadth of solutions and global scale mean we're well positioned to help retail and institutional investors rethink challenges and find new possibilities for success. For more information, visit www.invesco.com.  

About LGT Capital Partners 
LGT Capital Partners is a privately held, leading global specialist in alternative investing with over $120 billion in assets under management and more than 700 institutional clients in 50 countries as of September 30, 2025. An international team of over 900 professionals is responsible for managing a wide range of investment programs focusing on private markets, multi-alternatives and diversifying strategies, as well as sustainable and impact strategies. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in New York, San Francisco, Dublin, London, Paris, The Hague, Luxembourg, Frankfurt am Main, Vaduz, Dubai, Beijing, Hong Kong, Tokyo, Singapore and Sydney.

¹ – as of September 30, 2025
2 – source: Stable Value Investment Association (SVIA) survey as of June 30, 2025

Contacts:
Invesco Investor Relations: Greg Ketron 404-724-4299; Jennifer Church 404-439-3428
Invesco Media Relations: Andrea Raphael +1-929-729-3843; Matthew Chisum +1-347-371-0479; mediarelations@invesco.com
LGT Capital Partners Media Relations: Sebastian Kistner +41 79 777 52 62; sebastian.kistner@lgtcp.com 
LGT Capital Partners US Media Relations: Sarah Salky / Madeline Jones (Joele Frank, Wilkinson Brimmer Katcher) 212-355-4449; lgtcp-jf@joelefrank.com

 

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SOURCE Invesco Ltd.

FAQ

What did Invesco (IVZ) announce on December 8, 2025 about private markets?

Invesco announced a strategic partnership with LGT Capital Partners to build multi-alternative private markets solutions for U.S. wealth and retirement investors.

How large are Invesco's private markets and U.S. wealth assets mentioned in the announcement?

The announcement cites Invesco managing $190 billion in global private markets and $1 trillion for U.S. wealth clients.

What capabilities does LGT Capital Partners bring to the IVZ partnership?

LGT brings 25+ years of private markets experience, relationships with 800+ general partners, and a significant private markets secondaries platform.

Will Invesco and LGT commit capital to the new products announced by IVZ?

Yes; the firms said LGT often invests alongside clients, including providing significant seed capital to support product launches.

How will the Invesco and LGT partnership affect retirement plan investors (IVZ)?

The partnership aims to expand private markets access and education for U.S. retirement channels, targeting advisors and plan sponsors.

Does the announcement change Invesco's role in defined contribution retirement plans (IVZ)?

The announcement highlights Invesco's existing position as the largest stable value provider in defined contribution plans and plans to extend private markets solutions to those channels.