The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.
Schroders
In line with a number of investment managers, Schroders has launched
two new active exchange traded funds (ETFs), expanding the
geographic solutions in its growing suite of products to meet
client demand.
The Schroder Europe Equity Active UCITS ETF and Schroder Japan
Equity Active UCITS ETF will provide investors with access to
actively managed regional equity strategies aimed
at identifying companies with attractive value and quality
characteristics in Europe and Japan respectively.
The launches build on the expansion of Schroders’ active ETF
offering. The Europe and Japan Equity ETFs share an underlying
investment philosophy and process with existing Schroders’ Equity
ETFs. The ETFs will be listed on the XETRA Deutsche Borse today,
followed by further listings on the London Stock Exchange, Borsa
Italiana and SIX Swiss Exchange.
“The launch of our Europe and Japan Equity Active UCITS ETFs
marks another important step in the expansion of our active ETF
platform, that we continue to grow to meet strong client demand,”
Tom Stephens, head of ETFs at Schroders, said. “These ETFs will
provide clients with greater choice in how they access Schroders’
active investment expertise by broadening our highly-diversified
regional equity offering. They also offer solutions with limited
index relative risk, alongside the potential for incremental
alpha generation across market environments.”
The Schroder Europe Equity Active UCITS ETF is benchmarked
against the MSCI Europe (Net TR) Index and the Schroder Japan
Equity Active UCITS ETF against the MSCI Japan (Net TR) Index
A
number of investment
managers, including US-headquartered investment
managers Franklin Templeton and Invesco, have also been boosting
their range of ETFs recently.
Utmost
Utmost, a global
provider of insurance-based wealth solutions, has launched Utmost
Wealth Portugal, creating a new distribution company in the
country. The new distribution company will be headed up by Pedro
Paixão, director of Utmost Wealth Portugal.
The expansion forms part of Utmost’s international growth
strategy following the 2024 acquisition of Lombard International,
now known as Utmost Luxembourg. The Portuguese distribution
company will be equipped to distribute solutions from Utmost’s
Ireland and Luxembourg entities, providing jurisdictional choice
and enhanced access to Utmost’s product suite.
Utmost Wealth Portugal represents a step forward in Utmost’s
European growth strategy, underscoring its commitment
to the Portuguese financial planning and insurance-based wealth
solutions market. It will enable Utmost to deepen its
relationships and build new business opportunities with partners
including private banks, family offices and asset managers as
well as financial advisors and brokers active in the private
wealth sector.
Seraphim Space
Seraphim
Space, a specialist SpaceTech investor, has launched the
Seraphim New Space UCITS ETF, providing investors with focused
exposure to publicly listed companies at the forefront of the new
space economy.
At the heart of the ETF is the Seraphim New Space Index. The
index identifies and weights companies across the new space
ecosystem, spanning launch and access, satellite manufacturing,
satellite connectivity, Earth observation and the emerging
in-space economy.
The ETF, which tracks the Seraphim New Space Index, has been
launched in partnership with HANetf, Europe’s independent
white-label UCITS ETF and ETC platform. HANetf brings experience
of launching and managing specialist and thematic exchange-traded
products across European markets.
The New Space ETF will be operated by HANetf, an independent
provider, while Seraphim will pick the companies that are
included in the vehicle. The ETF will list on the London Stock
Exchange under the ticker SPCE for UK investors and under SERA on
Xetra and Borsa Italiana for European investors.
