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Other - JUNE 1, 2023

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Invesco joins Private Advisor Group’s WealthSuite platform

by Kali Persall

Invesco has joined Private Advisor Group’s investment management platform WealthSuite.

WealthSuite was launched in 2022 to drive efficiency for advisers seeking to improve the investor experience. The competitively priced, multi-custodian, open architecture platform offers various investment strategies such as mutual fund, ETF and blended mutual fund/ETF model portfolios, along with custom indexing and tax-optimized solutions delivered through a separately managed account structure.

Invesco offers 10 models on the platform across a range of investment risk objectives.

In addition to curated investment strategies from Invesco, advisers on the platform also can access offerings from BlackRock, Fidelity Institutional Wealth Adviser, Orion Advisor Solutions and WisdomTree. Private Advisor Group said each strategist was selected after a rigorous due diligence process encompassing an evaluation of investment management capabilities, technology integration and distri

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