London/Madrid/Amsterdam - Allfunds Group plc (“Allfunds”) (AMS: ALLFG) one of the world´s leading B2B WealthTech platforms for the fund industry, offering fully integrated solutions for both fund houses and distributors, announces its preliminary financial results for the year ended 31 December 2022. It also announces that the acquisition of a majority stake in MainStreet Capital Partners Limited (‘MainStreet’), has closed following completion of customary closing conditions.

Madrid / London, 19 January 2023 - Allfunds (AMS: ALLFG), the leading B2B WealthTech platform for the funds industry, today announces the appointment of Tom Wooders as UK Country Head. Tom will lead the UK business as it continues to grow in size and prominence, as a key market in the European funds industry. Tom will report directly to Gianluca Renzini, Chief Commercial Officer.

Having worked in the financial services industry for over 20 years, Tom has extensive experience and insight across multiple industry segments. Prior to Allfunds, Tom was Group Head of Sales at Titan Wealth with responsibility for business development across all of Titan’s constituent entities including Titan Asset Management, Titan Wealth Solutions and GPP. Tom was also previously Executive Director at J.P. Morgan, Vice President at State Street, and UK Head of Sales at Pershing.

Commenting on the appointment, Gianluca Renzini, Chief Commercial Officer, said, “Tom’s depth of experience across the investment industry brings fantastic expertise to Allfunds and we are delighted he has joined the team to lead the UK business. Tom’s knowledge and contacts will be invaluable as we continue to enhance our proposition. This comes at a time where we are reaching a real inflection point in the industry as efficiencies, transparency and risk management become more important than ever. Allfunds is in a unique position to provide solutions to those challenges and offer unrivalled support to clients across the asset and wealth management industries.”

Tom takes over from Simon Shapland who led the UK business for seven years from 2015 until his retirement at the end of 2022. Simon was responsible for overseeing the growth of the company’s UK and Ireland operations during a period of rapid expansion for Allfunds in key international markets. The Board and management are grateful for Simon’s contribution in developing Allfunds’ UK business and congratulate him on a very well-deserved retirement.

Allfunds. Transforming the WealthTech industry

Allfunds (AMS:ALLFG) is one of the leading B2B WealthTech platforms for the funds industry, offering fully integrated solutions for both Fund Houses and Distributors. Allfunds has built and continues to evolve an ecosystem that covers the entire fund distribution value chain and investment cycle, with solutions including dealing and execution, data and analytics tools, RegTech, ESG screening, and portfolio monitoring. It remains the sole fully integrated one-stop-shop in the industry.

Allfunds spans the globe with 17 offices* covering all major financial markets, with assets under administration of nearly €1.3 trillion, representing almost 3,000 fund groups and working with over 860 distributors in 61 countries.

Allfunds entered Euronext Amsterdam as a listed company on April 23rd, 2021.

*Bogotá | Dubai | Hong Kong | London | Luxembourg | Madrid |  Miami | Milan | Paris | Santiago | São Paulo | Shanghai | Singapore | Stockholm | Valencia | Warsaw | Zurich

Madrid, 17 January 2023 - Allfunds (AMS:ALLFG), one of the leading B2B WealthTech platforms for the funds industry, has received the Top Employer 2023 certification in Spain in recognition of Allfunds’ HR policies and professional environment.

The Top Employers Institute program certifies organization’s excellence in people practices through an exhaustive analysis of their human resources strategy, work environment, talent acquisition, training, well-being and diversity and inclusion among others.

Allfunds acknowledges that human capital is fundamental to the success of its activity and strives to ensure that its employment practices and policies meet the highest quality standards, favoring the attraction and retention of talent, while fostering a work environment where each employee can develop their full potential.

Jorge Calviño, Chief People Officer of Allfunds, said: "We are very proud to be certified as a Top Employer. This recognition is a true reflection of Allfunds' commitment to its employees and the performance of its people area, which strives every day to contribute to a positive, dynamic and success-oriented corporate culture for each individual."

Notes to Editors

For further information please contact:

Madrid, 20 December 2022 - Allfunds (AMS:ALLFG), a leading WealthTech B2B platform for the fund industry, offering fully integrated solutions for fund managers and distributors, announced a service agreement with BB Asset, the Asset Management entity of Banco do Brasil.

The agreement further increases Allfunds’ footprint in Brazil where it has a solid commitment and continued business activity with local presence since the opening of its representation office in São Paulo in 2018.

With this commercial partnership, BB Asset reinforces its value proposal in international open architecture, a segment in which it already occupies a privileged position, with relevant international exposure. By using Allfunds' intermediation services, BB Asset will further increase the range of international funds, relying on a network of almost 3,000 managers and more than 130,000 ISINs available on the platform, without the need to sign agreements directly with each one of them. This digital ecosystem, the Allfunds Connect platform, includes access to important investment fund research and selection tools, reaffirming BB Asset's commitment to innovation and digitalization in its international product offering.

Marcelo Pacheco, Executive Director at BB Asset Management, confirms this commitment: “The partnership with Allfunds is in line with our position of being an innovative asset both in our investment funds offering and, in our processes, and will certainly contribute to provide simplify access to investment funds from international managers that will compose our strategies”.

In addition to accessing leading B2B platform for global fund distribution, BB Asset will benefit from Allfunds’ digital tool suite. An ecosystem under constant evolution, Allfunds’ current digital offering can assist users in the selection of investment opportunities through its powerful fund screener, ESG filters, data & analytics reporting, RegTech and portfolio monitoring features.

Laura Gonzalez, Head of Americas at Allfunds, said: “We are very proud that BB Asset has become our client, an entity of strategic importance in the region, not only for its volume of assets, but also for having been at the forefront of solutions for investments abroad. This relationship strengthens our position in the Brazilian market, where we have been present since 2018 and established ourselves as the reference WealthTech platform for players wishing to diversify by investing in international funds. The Brazilian market, due to its sophistication, has always been a challenge for the foreign fund industry. That is why we are especially excited about the top position we have achieved.”

Contacts

For media enquiries:

Madrid, December 15th 2022 - Fund Insights, which allows fund houses to publish their research, market views, and strategies, is a new service that will gradually be available for Allfunds users through Allfunds Connect. As part of the Allfunds Connect upgrade, Fund Insights is a premium feature that allows fund houses to publish their research and analysis, in a streamlined and simple way, to differentiate their proposition and product offering in a highly competitive market.

In the context of increasing complexity, substantial volatility and a high degree of uncertainty in the markets, Fund Insights offers a unique space for fund managers and distributors to communicate their market view, strategies and insights enhancing the Allfunds Connect ecosystem that encompasses the entire value chain in fund distribution and the investment cycle, with solutions including trading and execution, data and analytics, RegTech, ESG filters and portfolio management tools.

Professional investors, such as fund selectors and advisers, will be able to access all content easily and view funds related to specific themes, giving them the insights they need to make better informed decisions on fund selections and strategies.

Within Fund Insights, Fund Houses can update content and cover relevant topics in a timely way. It also enables content to be enhanced with images, videos, audio and other files. Potential investors can then contact the fund house directly through the platform in one click.

Rollout will be phased out by geographies to ensure smooth deployment and minimize any disruptions to the Allfunds Connect ecosystem.

Contacts

For media enquiries:

London/Madrid/Amsterdam - Allfunds Group plc (“Allfunds”) (TICKER: ALLFG) informs today that, under its share buyback programme announced on 8 November 2022, 129,188 of its own ordinary shares were repurchased on 28 November 2022 on Euronext Amsterdam. The shares were repurchased at an average price of €6.8936 per share. The total consideration of the repurchase was €890,570.69.

The maximum total value of the share buyback programme amounted to €10 million. To date, 1,380,322 ordinary shares have been repurchased for a total consideration of €9,999,993.03. Therefore, the programme has now been completed.

The buyback has been implemented pursuant to the authority granted by the shareholders of Allfunds at its annual general meeting held on 21 April 2022 and is executed within the parameters prescribed by Regulation (EU) 596/2014 on market abuse and the safe harbour parameters prescribed by Commission Delegated Regulation (EU) 2016/1052 for share buybacks.

London/Madrid/Amsterdam - Allfunds Group plc (“Allfunds”) (TICKER: ALLFG) informs today that, under its share buyback programme announced on 8 November 2022, 955,000 of its own ordinary shares have been repurchased during the week of 21 November 2022 up to and including 25 November 2022 on Euronext Amsterdam. The shares were repurchased at an average price of €7.1827 per share. The total consideration of the repurchase was €6,859,461.36.

Allfunds intends to repurchase ordinary shares up to a value of €10 million on Euronext Amsterdam. The total number of shares repurchased under this programme to date is 1,251,134 ordinary shares for a total consideration of €9,109,422.33. To date approximately 91.09% of the maximum total value of the share buyback programme has been completed.

The buyback is implemented pursuant to the authority granted by the shareholders of Allfunds at its annual general meeting held on 21 April 2022 and is executed within the parameters prescribed by Regulation (EU) 596/2014 on market abuse and the safe harbour parameters prescribed by Commission Delegated Regulation (EU) 2016/1052 for share buybacks.

• Enhancements will accelerate stock transfers of mutual funds between financial institutions, reducing processing time to less than a week

• Project delivered in collaboration with a working group of leading national and international wealth and asset management firms

Madrid, 21 November 2022 - Allfunds Blockchain, the arm of Allfunds (AMS:ALLFG) specialized in blockchain technology and its application in the development of solutions for the fund industry, has expanded the capabilities of its FAST solution to digitize the process of switching mutual fund portfolios between financial providers.

FAST was launched in 2021 with the aim of improving the experience of end investors and financial institutions when executing Spanish Tax Free Transfers. The new enhancements to FAST will mean end investors benefit from safer, more efficient channels to perform stock transfers of mutual funds between financial providers, becoming a fully-digital process via Allfunds’ existing blockchain technology.

The improved FAST product seeks to set a new, industry-wide standard for stock transfers processing. Additional benefits from the new iteration of FAST include:

• Greater cost efficiency and improved risk management

• The complete digitalization of stock transfers, meaning a significant reduction in the duration of the existing process from 3 weeks (on average) to less than a week

• Improved traceability, allowing all members of the ecosystem the ability to monitor the status of their transactions in real-time.

Allfunds has collaborated with a working group of leading industry participants to deliver the enhancements to FAST. The group’s collective knowledge of the financial services industry and understanding of previous obstacles to the stock transfer process have ensured the creation of a solution that benefits the entire value chain: from platforms and depositaries, distributors and asset managers, to the end investor.

The working group includes entities such as Allfunds Bank, BBVA, BNP Paribas, CACEIS, Caixabank, Cecabank, Crèdit Andorrà, Diaphanum, Fidelity, ING, M&G, Magallanes, Morgan Stanley, Renta 4, Schroders, Santander, Tressis and Varianza.

Rubén Nieto, Managing Director of Allfunds Blockchain, said: “We are proud to have led this working group of industry leaders with such strong experience and reputations, and we are grateful for their efforts and creativity throughout the evolution process. The enhancements to FAST mean we continue to demonstrate the leading role we play in delivering innovative solutions to the fund industry, and the continued effectiveness of our WealthTech DNA in driving industry transformation.”

Juan Alcaraz, CEO of Allfunds, continued: “Allfunds is committed to enhancing its wider product offering to meet the changing needs of the wealth and asset management industry against a highly-dynamic macroeconomic backdrop. Our new FAST solution is a direct reflection of this commitment, and the value we place on continued engagement with clients, industry stakeholders and our peers to ensure our product suite meets the needs of companies wherever they do business.”

The solution will be operational and available by mid-2023, and for clients integrating FAST into their activities, each will be required to adhere to standard market rules and practices. Participating entities will be closely involved in the governance of the solution as a result, ensuring it continues to evolve and improve to meet the changing needs of the industry.

Contacts

For media enquiries:

London/Madrid/Amsterdam - Allfunds Group plc (“Allfunds”) (TICKER: ALLFG) informs today that, under its share buyback programme announced on 8 November 2022, 209,677 of its own ordinary shares have been repurchased during the week of 14 November 2022 up to and including 18 November 2022 on Euronext Amsterdam. The shares were repurchased at an average price of €7.9655 per share. The total consideration of the repurchase was €1,670,177.43.

Allfunds intends to repurchase ordinary shares up to a value of €10 million on Euronext Amsterdam. The total number of shares repurchased under this programme to date is 296,134 ordinary shares for a total consideration of €2,249,960.98. To date approximately 22.5% of the maximum total value of the share buyback programme has been completed.

The buyback is implemented pursuant to the authority granted by the shareholders of Allfunds at its annual general meeting held on 21 April 2022 and is executed within the parameters prescribed by Regulation (EU) 596/2014 on market abuse and the safe harbour parameters prescribed by Commission Delegated Regulation (EU) 2016/1052 for share buybacks.

London/Madrid/Amsterdam - Allfunds Group plc (“Allfunds”) (TICKER: ALLFG) informs today that, under its share buyback programme announced on 8 November 2022, 86,457 of its own ordinary shares have been repurchased from 8 November 2022 up to and including 11 November 2022 on Euronext Amsterdam. The shares were repurchased at an average price of €6.7060 per share. The total consideration of the repurchase was €579,783.55.

Allfunds intends to repurchase ordinary shares up to a value of €10 million on Euronext Amsterdam. The total number of shares repurchased under this programme to date is 86,457 ordinary shares for a total consideration of €579,783.55. To date approximately 5.80% of the maximum total value of the share buyback programme has been completed.

The buyback is implemented pursuant to the authority granted by the shareholders of Allfunds at its annual general meeting held on 21 April 2022 and is executed within the parameters prescribed by Regulation (EU) 596/2014 on market abuse and the safe harbour parameters prescribed by Commission Delegated Regulation (EU) 2016/1052 for share buybacks.

On 8 November 2022, Allfunds announced a share buyback programme for EUR 10 million.

The share buyback programme will be executed within the limitations of the existing authority granted by the general meeting of shareholders on 21 April 2022 and in compliance with the Market Abuse Regulation. Allfunds entered into a discretionary arrangement with a financial intermediary to conduct the buyback.

Allfunds will provide weekly updates on the progress of the program via weekly press releases and reports in its dedicated section of the investors website.

The information on share buyback programme is available now for download on the link below

London/Madrid/Amsterdam - Allfunds Group plc (“Allfunds”) (AMS: ALLFG) one of the leading B2B WealthTech platforms for the fund industry, offering fully integrated solutions for both fund houses and distributors, today releases its trading update in respect of the three months ended 30 September 2022.

The information on 3Q 2022 Trading Update is available now for download on the link below

Madrid, 22 August 2022 – Allfunds (AMS:ALLFG), one of the leading B2B WealthTech platforms for the funds industry offering fully integrated solutions for both Fund Houses and Distributors, today announces that it has appointed Juan Pablo Valdés as Chile Country Head, effective immediately.

Juan Pablo will be in charge of Allfunds’ local representative office in Santiago de Chile and will report to Laura Gonzalez, Head of Americas.

Juan Pablo has over two decades of experience in the financial services industry, having held various roles in which he oversaw the direction of investment on behalf of private bank clients. Most recently, Juan Pablo served as Commercial Manager at LarrainVial Asset Management, where he led the distribution of mutual and investment funds across different channels. His other experience includes roles at SURA Chile, Celfin Capital and Banco BICE.

Laura Gonzalez, Head of Americas Allfunds, said: “We are delighted to welcome Juan Pablo Valdés to Allfunds. His expertise will be vital to the growth of our operations in the Southern Cone. Latin America plays a key role in our global strategy and an area where we have extensive growth plans; Juan Pablo’s appointment reflects our commitment to the region, and desire to bring market-leading talent into the regional business to continue enhancing the service we deliver to clients.”

Juan Pablo Valdés said: “I am excited to join Allfunds at a time of immense change across the fund industry as firms continue to adapt to the influence of digitalisation, and more diverse client demands. Allfunds is uniquely positioned to facilitate this change across the global funds market, and I look forward to working closely with the expert teams across Latin America, and internationally, to continue innovating our solutions to meet the needs of our clients for the future.”

Juan Pablo takes over from Sebastián Ochagavía, who is departing the business to pursue other opportunities.

For further information, please contact:

Allfunds Group plc (“Allfunds”) (AMS: ALLFG) one of the leading B2B WealthTech platforms for the fund industry, offering fully integrated solutions for both fund houses and distributors, today releases interim results for the six-month period ended 30 June 2022 and announces it has entered into an agreement to acquire a majority stake in the share capital of Mainstreet Partners Limited (‘MainStreet Partners’), a unique platform that offers a full suite of ESG products including ESG Investment Portfolios and Scoring & Reporting.

The information on 1H 2022 Financial Results is available now for download on the link below

• FAST is the result of an Allfunds Blockchain-led collaboration among 18 leading parties from the Italian fund market to promote the transformation of this industry

• The use of FAST will significantly reduce waiting times for fund transfers

• FAST will be accessible to all the players in the industry: distributors, fund houses, depositaries, and will also bring tangible benefits to end investors

Milan 12 July 2022 - Allfunds Blockchain, the arm of Allfunds (AMS:ALLFG) specialized in blockchain technology, launches FAST in Italy, a solution built on blockchain technology aimed at increasing the speed and efficiency of mutual funds transfers, which was already successfully launched in Spain.

FAST represents an absolute novelty for the Italian fund industry. The project has been modulated for the unique characteristics of the Italian market and the specific needs of local investors, gathered during a Business Lab - led by Allfunds Blockchain - which included the participation of 18 leading players for the Italian market, such as asset managers, intermediaries and distributors.

Participants discussed their experiences with end investors and how a solution such as FAST could help solve critical issues impacting the value chain of investment fund transfers. The most critical common need and main pain point for end-customers was to significantly reduce the time it takes to transfer fund units from one intermediary to another.

FAST will offer a common infrastructure for all parties involved and based on data sharing through blockchain technology that will greatly enhance the end-investor experience. In particular, funds transfer processes will be more efficient in terms of cost and execution time. In addition, it will make transactions more transparent, ensuring real-time traceability and reduce substantially operational errors.

Among the Business Lab participants whose collaboration has been instrumental to set up the FAST project were household names such as: Allfunds, Azimut, Banca Generali, Banca Mediolanum, Bnl - Bnp Paribas, BNP Paribas Asset Management, BNP Paribas Securities Services, BPER Banca, CheBanca! S.p.A., Fidelity International, Fideuram – ISPB, Franklin Templeton, M&G Investments, Morgan Stanley Investment Management, Pictet Asset Management, Schroders.

Rubén Nieto, Managing Director at Allfunds Blockchain said:

"Blockchain technology is particularly relevant as a solution for complex information exchange processes due to its productivity benefits for both entities and end investors. Seeing leading names in the Italian fund industry collaborate around this Allfunds Blockchain initiative is proof of the sector’s commitment to its own digital transformation, the comprehensive improvement of its operations and the entire investment experience. We at Allfunds Blockchain are proud to be part of these efforts and support the market in preparing for an evolution of its services, something we expect to happen very soon at global scale."

Allfunds (AMS:ALLFG) is one of the leading B2B WealthTech platforms for the funds industry, offering fully integrated solutions for both Fund Houses and Distributors. Allfunds, founded in 2000, has built and continues to evolve an ecosystem that covers the entire fund distribution value chain and investment cycle. It remains the sole fully integrated one-stop-shop in the industry. As of 31.03.2022 its assets under administration were of nearly €1.4 trillion.

Allfunds Blockchain is a standalone company within the Allfunds Group. Allfunds Blockchain develops a revolutionary technology with features that have not been available on the market to date, which generate a unique environment of security, privacy and data governance among financial institutions and enables new capabilities for programming and automating processes through smart contracts.

Media Contacts

Partnership aimed at integrating blockchain technology into the financial services ecosystem

Madrid / London / Nashville, Ten. June 2022 – AllianceBernstein Holding L.P. (NYSE:AB), a leading global asset management firm, and Allfunds Blockchain, the arm of Allfunds (AMS:ALLFG) specialized in blockchain technology, have announced a collaboration to adapt AB’s asset services activities to the blockchain ecosystem.

Allfunds Blockchain’s dedicated funds technology offers the possibility to transform operational processes in the fund industry value chain and provide legacy platforms with efficiency, agility, accuracy, and the increased safety blockchain technology delivers. AB will connect its global operational activity with the Allfunds platform to Allfunds Blockchain, where it will enjoy all the benefits of the solution, as well as Allfunds’ global scale and growing offering. The collaboration will offer Allfunds Blockchain solutions across AB’s EU domiciled-global platform

Ronit Walny, Head of AllianceBernstein’s Investment Innovation Center, added: “Across multiple departments at AB and in partnership with Equitable Holdings, we underwent a deep exploration of the value that the blockchain technology unlocks. We anticipate that this technology will be transformative to the asset management industry, uncovering significant transactional efficiencies and enhanced transparency as well as operational agility that makes investment solutions available to a broader investor base. We are committed to delivering solutions that our clients prefer today and in the future Allfunds Blockchain brings extensive fund industry experience and insightful and integrated solutions, and we look forward to partnering with them in our journey to offer solutions across our EU domiciled global-platform.”

Karl Sprules, Global Head of Technology and Operations at AllianceBernstein, added: “Our interest in blockchain was born out of an internal, innovative ideation workshop, hosted jointly between AB and Equitable Holdings for employees. In 2021, more than 100 colleagues across both organizations participated in the program, working to increase firmwide knowledge of disruptive technologies and closely examine how blockchain and cryptocurrency can be used in the financial services industry. A year later, we are excited to announce this integrative collaboration between AB and Allfunds Blockchain, which we believe is an important step forward for the future of our firm – and across the industry.”

Rubén Nieto, Managing Director of Allfunds Blockchain, said: “We are very excited to collaborate with one of the leading global asset management firms and deliver our bespoke solutions to such a renowned household name like AB. This emphasizes our clear strategy to team up and help to understand the incredible benefits of the technology and our value proposition to all the actors of the fund industry. It is about the future of the industry vs. the industry of the future.”

For further information please contact

Allfunds Media Relations

Amsterdam/Madrid/London – Allfunds Group plc (AMS: ALLFG), one of the world’s leading B2B WealthTech platforms connecting fund houses and distributors, is pleased to announce its preliminary unaudited results for the year ended 31 December 2021.

The information is available now for download on the link below

Allfunds & ConsenSys collaborate to apply Allfunds Blockchain technology beyond the Fund Industry

·        Allfunds / ConsenSys partnership reaches a new milestone with the launch of a Quorum Subscription plan for enterprises with Allfunds Privacy

London/Madrid/Amsterdam - Allfunds Group plc (“Allfunds”)(1) (TICKER: ALLFG) one of the world’s leading B2B WealthTech platforms connecting fund houses and distributors, today announces interim results for the six-month period ended 30 June 2021.

The information is available now for download on the link below

Allfunds Group Limited (to be re-registered as a public company limited by shares under the laws of England and Wales and renamed Allfunds Group plc prior to Admission (“Allfunds”, the “Company” and, together with its consolidated subsidiaries, the “Group”)), one of the world’s leading B2B WealthTech platforms, today announces that the ordinary shares (the “Ordinary Shares”) offered by LHC3 Plc (which is indirectly controlled by funds managed by affiliates of Hellman & Friedman LLC and Eiffel Investment Pte Ltd, a nominated investment vehicle of GIC Special Investments Pte Ltd), BNP Paribas Securities Services and Credit Suisse A.G. (together, the “Selling Shareholders”) in the offering on Euronext Amsterdam (the “Offering”) have been priced at €11.50 per share (the “Offer Price”). Listing of and first trading on an ‘as-if-and-when-delivered’ basis in, the Ordinary Shares on Euronext Amsterdam will commence today Friday, 23 April 2021 (the “First Trading Date”).

Allfunds (UK) Limited (to be re-named Allfunds Group Limited and re-registered as a public company limited by shares under the laws of England and Wales and renamed Allfunds Group plc prior to Admission (“Allfunds”, the “Company” and, together with its consolidated subsidiaries, the “Group”)), one of the world’s leading B2B WealthTech platforms, today announces its intention to launch an initial public offering (the “IPO” or the “Offering”) and admission to listing and trading of its ordinary shares (the “Shares”) on Euronext Amsterdam (“Euronext Amsterdam”), a regulated market operated by Euronext Amsterdam N.V. (the “Admission”). The Offering is expected to consist entirely of existing Shares in the Company offered by the Selling Shareholders (as defined below). The Offering is expected to take place in the coming weeks, subject to market conditions and other relevant considerations.