• The firms will seek to support greater operational efficiency and reduce costs associated with the international distribution of funds for professional investors looking to enter private markets

• The partnership capitalises on existing appetite for tokenised funds while also reinforcing collaborative commitment to providing a broader set of investors with access to private markets

London, 11 November 2024 – Leading global private markets investment management firm Hamilton Lane (Nasdaq: HLNE) announced today its partnership with Allfunds Blockchain, the digital innovation arm of Allfunds, as the firms seek to further expand access to private markets for investors across Europe.

The firms intend to expand access to certain Hamilton Lane funds by offering tokenized versions via the Allfunds Blockchain platform. In collaboration with Apex Group, which will serve as the transfer agent, this partnership reflects a shared commitment to streamlined fund operations and increased investor access to performance opportunities within the private markets.

Digital assets, and specifically tokenization via blockchain, offer numerous benefits and have seen rising adoption as awareness increases. The technology provides certain key advantages over more traditional structures for investing in private markets, giving investors greater optionality and flexibility, improving efficiency through tools like fractionalization, and simplifying administration to increase transparency.

Bringing together Hamilton Lane, Allfunds Blockchain and Apex Group, companies which have been early movers in the digital asset space, is intended to lay the groundwork for offering private markets solutions to a broader range of investors across key markets including Spain, Italy and other regions in Europe.

Victor Jung, Head of Digital Assets at Hamilton Lane, commented: “At Hamilton Lane we are keenly focused on utilizing technology to expand access to private markets, and this partnership is another important step in that direction. Together with AllFunds Blockchain, we aim to alleviate some of the barriers to entry for investors looking to access the historically strong returns that private markets can offer by providing more transparency, seamless operations and a solution that we believe is cheaper, better and faster.”                                                                         

Rubén Nieto, Managing Director of Allfunds Blockchain, said: “We are delighted to partner with Hamilton Lane and Apex Group for this exciting project. Hamilton Lane’s expertise in private markets and pioneering approach to tokenisation aligns perfectly with Allfunds Blockchain’s commitment to advancing fund industry digitalisation. This collaboration underscores our shared dedication to delivering efficiencies and enhancing services for investors.”

Bruce Jackson, CFA, Chief of Digital Asset Funds and Business with Apex Group, said:

“Congratulations to Hamilton Lane, and Allfunds Blockchain for helping remove the hurdles faced by regulated entities who are eager to engage in the digital share class and tokenized fund ecosystem. Apex Group continues to meet its goal of increasing access within digital account structures for our clients’ managed fund strategies.  We will also continue to improve our operating model for the distribution of traditional and alternative asset funds using a blockchain platform to enhance subscription,  administration, and transfer agency processes.”

Madrid / London, 9 December 2024 – Allfunds, one of the leading B2B WealthTech platforms for the fund industry, announces the launch of its newest distribution innovation for Fund Houses, Allfunds Navigator.

Allfunds Navigator is a new feature in the Allfunds ecosystem, leveraging real-time data, AI, and machine learning to help users identify new opportunities, key market entry points, and where dry powder is ready to move. Drawing from a data pool of over €4.5 trillion in assets within the fund market, this tool bridges the gap between raw data and clear, strategic action, supporting users stay ahead of market trends and maximize their impact.

For who?

· Sales Teams: It simplifies prospecting by pinpointing high-potential distributors and markets, uncovering untapped market potential, and saving time and effort.

· Analysts: It provides deep, customizable data insights to refine strategies and uncover hidden opportunities.

What Makes Allfunds Navigator Unique?

· Integrated AI for Strategic Insights. Real, integrated AI that uncovers hidden opportunities and delivers precise, data-driven insights. Among its many applications, users leverage analytics on ‘dry powder’ cash and money market holdings to execute specific, targeted, and informed prospecting approaches.

· Actionable Intelligence for Smarter Decisions. Eliminates guesswork, offering actionable intelligence to optimize efforts and drive growth in a competitive, fast-moving market.

· Dynamic User Experience.  Designed to meet the needs of both deep-diving analysts and sales teams seeking concise, actionable leads, its interface offers intuitive navigation and unparalleled flexibility.

· Introducing ANA, Allfunds’ intelligent assistant. A built-in assistant that simplifies navigation: Analysts, sales teams, and executives alike report that ANA completes tasks in seconds that traditionally took hours of data extraction, manipulation, and analysis – delivering the same precise results.

Allfunds Navigator doesn’t predict the future; it lets you leverage the present as it unfolds, with precision. Designed to connect users with the right opportunities, it provides the insights to drive success, uncover hidden potential, and gain a strategic advantage in today’s evolving market.

Andreas Pfunder, Head of Data analytics for Allfunds, added: “Allfunds is more than a platform—we’re a partner for growth. Our Allfunds Navigator exemplifies this commitment, offering our clients a solution that evolves with their needs and simplifies their challenges, helping them thrive in an increasingly complex and competitive market.”

Juan de Palacios, Chief Strategy and Product Officer at Allfunds states: “We’ve always believed that actionable insights are the backbone of successful strategies. With Allfunds Navigator, we’re not just offering another tool—we’re delivering the power of real-time intelligence and AI, enabling our clients to see what others miss and act faster than ever before.”

Madrid / London, 2 December 2024 – Allfunds (AMS: ALLFG), a leading B2B WealthTech platform for the funds industry with over €1.4 trillion in assets under administration, offering fully integrated solutions for both Fund Houses and Distributors, today announces Luis Berruga’s appointment as Senior Advisor, to support strategic initiatives and product development, with a focus on the forthcoming ETP platform.

As Allfunds advances the development of its new Exchange-Traded Products (ETP) platform, set to launch in 2025, the company has enlisted Luis Berruga to advise on the creation of strategic partnerships within the ETP industry. With his extensive experience and deep understanding of ETP product development and distribution, Mr. Berruga’s insights and relationships will help ensure that Allfunds’ vision aligns with market expectations for this new platform, delivering from day one.

Mr. Berruga is the founder and managing partner of boutique investment firm LBS Capital and was previously CEO of Global X, a New York-based provider of ETFs. A seasoned leader in the asset management industry, Luis is recognized for his success in building and scaling ETF businesses, particularly across the US and European markets. His expertise spans strategic planning, cross-border regulation, and global distribution, making him a valuable asset in supporting Allfunds’ continued growth and innovation.

Juan Alcaraz, CEO and Founder of Allfunds, said: “With his extensive experience and industry insight, we’re excited to welcome Luis as we enter this next phase of growth. His appointment reflects Allfunds’ commitment to bringing in senior, specialized talent to evolve our offerings, respond to client needs, and provide a sophisticated, best-in-class solution that enhances client performance.”

Luis Berruga commented: “I am thrilled to join Allfunds at such a pivotal moment as the company seeks to enhance and differentiate its offering with the launch of its ETP platform next year. ETPs are evolving quickly, offering clients a more attractive and diversified solution to their investment portfolios. I look forward to working with the team, applying my expertise to help Allfunds navigate the competitive ETP landscape and support the company as it consolidates its position as a one-stop distributor of innovative investment solutions.”

Madrid / London, 8 October 2024 – Allfunds, a leading B2B WealthTech platform for the funds industry offering fully integrated solutions for both Fund Houses and Distributors, today announces the appointment of Patrick Mattar as Global Head of Exchange-Traded Products (‘ETP’) distribution.

Allfunds recently confirmed its intention to launch an ETP platform in 2025, an expansion that will complement Allfunds’ existing offerings in traditional and alternative funds and which will establish a comprehensive three-pillar platform with a full spectrum of exchange-traded products under one integrated solution.

In his new role, Patrick will be responsible for leading the development and launch of the ETP platform, steering this segment strategy, and ensuring seamless integration with Allfunds’ existing suite of services. His focus will be on driving innovation, enhancing client experience, and ensuring the platform’s long-term success in a rapidly evolving financial landscape.  

Patrick brings extensive experience to the role, having held senior leadership positions at leading organisations in the financial services industry. Before joining Allfunds he was Global Head of ETFs at Aberdeen Standard Investments (now Abrdn), and prior to that, Managing Director at iShares, BlackRock, where he spent nearly a decade helping develop the growth of ETFs use via new products and investor uses.  

Patrick holds a Masters in Economics from the University of St Andrews and was a Scholar at the University of Pennsylvania. Additionally, he earned a Master of Science degree from the University of Stirling and attended Trinity College, Dublin.  

Patrick Mattar commented: “I am thrilled to join Allfunds and lead this exciting project. The opportunity to develop a comprehensive ETP platform is incredibly exciting, and I look forward to working with the talented team at Allfunds to deliver innovative solutions that meet the evolving needs of our clients."

Juan de Palacios, Chief Strategy and Product Officer at Allfunds, said:  "We are delighted to welcome Patrick to Allfunds. His expertise and leadership in the ETP and ETF sectors will be instrumental in the next phase of our growth, and we are confident that with his direction, our new platform will deliver significant value both to the ETP ecosystem and our clients."