Madrid / Miami, 3 July 2025 – Allfunds (AMS: ALLFG), the leading WealthTech platform with over €1.5 trillion in assets under administration, today announces that Daniel Jesus Alonso will be joining Allfunds as its new Head of US. Effective July 9th and based in Miami, Alonso will report to Gianluca Renzini, Chief Commercial Officer, and will play a key role in driving Allfunds’ growth in offshore markets while strengthening its wealth management and product development initiatives.

Daniel joins Allfunds from Morgan Stanley Wealth Management where he played a pivotal role in the expansion of the international (US Offshore) business most recently serving as Head of International Wealth Management (IWM) Product Development. In this role, he led investment product strategy, development, and distribution for international clients. Prior to that, he served as an Executive Director within Morgan Stanley’s Investment Solutions Organization, overseeing the International Product Specialist team.

With nearly two decades of experience in international wealth and private banking he brings deep expertise across capital markets, alternatives, traditional and advisory investment solutions. Earlier in his career, he worked in capital markets, providing sales and trading coverage to International Wealth, Middle Market, and Private Banking clients across structured investments, equities, and fixed income.

Daniel holds an MBA from Dowling College and a BA from Montclair State University, and he is both CFP® and CIMA® certified. He has also completed the FINRA Series 7, 24, 55, and 66 exams, reflecting his comprehensive knowledge of investment management and regulatory requirements.

Gianluca Renzini, Chief Commercial Officer for Allfunds said “We are very pleased to welcome Daniel to our team as we strengthen our presence in key markets. His extensive experience in international wealth management and deep understanding of the US offshore market make him the ideal leader to drive our growth strategy in the Americas. This appointment reflects our commitment to bringing world-class talent to accelerate our expansion into high-growth markets.”

Daniel Alonso, incoming Head of US for Allfunds, added “Allfunds stands out in the US offshore market for its ability to deliver both private and public market solutions in multiple currencies within a single, integrated ecosystem. Its commitment to innovation and deep understanding of evolving market and product trends creates a compelling opportunity. I’m excited to be part of this journey and to contribute to the company’s continued growth and commitment to the region.”

Madrid, July 1, 2025: Allfunds (AMS: ALLFG), the leading end-to-end WealthTech partner for the wealth and asset management industries with more than €1.5 trillion assets under administration across mutual funds, alternative assets and ETFs, today announces it has successfully onboarded the first fund into its newly established Middle East Management Company.

This milestone marks the latest development in Allfunds’ long-standing collaboration with Schroders, one of the world’s leading asset managers. As the first partner in this initiative, Schroders brings its global active management approach and expertise to the region, supported by Allfunds’ local regulatory and distribution capabilities.

Allfunds (Middle East) Limited, based in Dubai International Financial Centre, offers a tailored framework for accessing Middle Eastern markets. Its local presence and regulatory knowledge allow fund managers like Schroders to serve UAE onshore retail clients efficiently and compliantly.

At the core of the solution is a master-feeder structure, designed to facilitate seamless distribution of Schroders’ UCITS strategies across jurisdictions while maintaining regulatory alignment.

With Management Companies now operating in both Luxembourg and Dubai, Allfunds offers asset managers a scalable, compliant platform for global fund distribution—combining local expertise with a unified infrastructure.

Yunus Selant, Head of MENA of Allfunds, said: “Allfunds is honoured to have Schroders as the first partner for its Middle East ManCo, strengthening the long and fruitful relationship between the two institutions. This milestone represents our commitment to the region as well as providing comprehensive fund distribution solutions across key global markets and demonstrates our ability to navigate complex regulatory environments while delivering value to our clients.”

Joe Tennant, Senior Executive Officer at Schroders, added: “We are very proud to partner with Allfunds bringing three actively-managed solutions across Multi Asset Global, Credit and Equity income to retail investors across the UAE. Having had a presence in the region for over 15 years, this step represents a further commitment to our clients as we look to continue contributing to the growth of financial services in the area, putting our clients at the heart of everything we do.”

Madrid/London – June 30, 2025 – Citi Wealth is entering into an agreement with Allfunds to leverage their leading technology platform to provide enhanced speed and execution for Citi Wealth clients. The innovative Allfunds platform will enable streamlined trade execution, settlement, and reconciliation processes. In addition, as a new sub-distributor for Allfunds, Citi Wealth will leverage the full scope of the Allfunds platform to enhance the availability of third-party investment offerings.

“We are focused on establishing strong partnerships with best-in-class providers to support growth and innovation across Citi Wealth. Our partnership with Allfunds is an important step in our efforts to strengthen and simplify our business and enhance our client and banker experience,” said Daniel O’Donnell, Head of Alternatives and Investment Manager Solutions.

“Citi Wealth brings deep expertise in client solutions and wealth management to everything they do. This collaboration supports our position as a premier technology partner for top-tier firms like Citi in addressing market changes and continuing to deliver the outstanding service their clients expect," added Gianluca Renzini, Chief Commercial Officer for Allfunds.

Citi Wealth is targeting the launch of these services for Citi Private Bank in EMEA later this year, with additional regions expected to benefit from Allfunds’ capabilities in 2026 and 2027. This partnership is part of Citi Wealth’s broader efforts to deliver an industry-leading investment offering for clients across regions and segments.

Allfunds is advancing its WealthTech strategy by building the industry’s largest integrated global B2B platform. Designed to deliver operational efficiency and scalable growth, the platform combines value-added solutions with technological innovation to help asset and wealth managers and distributors thrive in today’s complex investment landscape.

To further this strategic direction, Allfunds has appointed Véronique Uzan as Head of France. A recognised transformation leader in the European asset management industry, Uzan brings a strong track record of leading large-scale operational and digital change that closely aligns to Allfunds' innovation focus.

She will be based in Paris and report to Gianluca Renzini, Chief Commercial Officer for Allfunds.

With extensive experience at Amundi Group, where she held the role of Chief Operating & Transformation Officer of Dealing, Uzan successfully contributed to major M&A integrations including Pioneer, Sabadell, and Lyxor. Her expertise in redesigning operating models and implementing cross-functional transformation initiatives has consistently delivered value to organisations and their end-clients.

Uzan was also instrumental in setting up Alto Platform, launching and commercialising the services that are today branded Amundi Technology. Her unique combination of operational expertise, platform development experience, knowledge of the client journey and digital innovation focus establishes her as an authority in the asset and wealth management sector.

Most recently as Deputy CEO of Montpensier Finance, Uzan had the opportunity to complete her range of expertise with legal, regulatory, operational, and commercial frameworks required to maximise client value at an entrepreneurial asset manager.

Bruno Piffeteau will be transitioning away from his role and will pursue new personal projects. Allfunds thanks Bruno for his dedication, leadership, and collaboration over the years. His contributions have played an important role in strengthening the business in France, and we wish him all the best in this next chapter.

Gianluca Renzini, Chief Commercial Officer for Allfunds said “Veronique’s appointment is a strategic step forward as we continue scaling our platform and expanding our WealthTech leadership. Her deep expertise in transformation, technology, solution mindset and client engagement align perfectly with our ambition to be the trusted digital partner for the industry. France is a key market for us, and Veronique’s leadership will be instrumental in driving growth and delivering more value to our clients.”

Véronique Uzan, New Head of France for Allfunds, added “Allfunds stands out for its commitment to innovation and its focus on anticipating client needs in a fast-changing environment. I’m excited to contribute to this mission by helping deliver solutions that are not only more digital, but also more relevant, scalable, and aligned with what clients truly need and value.”