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El ecosistema de Allfunds ofrece a sus clientes herramientas avanzadas de gestión patrimonial, que incluyen la intermediación y operativa, ESG, análisis de datos, cumplimiento normativo y soluciones de software a medida. Todo en una sola plataforma.

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€1,4 billones_0

€1,4 billones

Activos bajo administración
63_1

63

Países en los que están domiciliados los distribuidores
>3.100_2

>3.100

Gestoras de fondos
>890_3

>890

Contratos de distribución

Todos los datos se encuentran actualizados a fecha de 31/12/2023

Soluciones de inversión

Un socio de externalización de confianza

Una amplia oferta de soluciones de inversión y externalización para bancos, gestoras patrimoniales e inversores institucionales.
Allfunds Blockchain

Tecnología revolucionaria

Allfunds Blockchain ha desarrollado una plataforma de blockchain holística y pionera para transformar el mercado de los fondos de inversión a nivel tecnológico.

Últimas noticias

Las últimas noticias, tendencias e informes del lider WealthTech.
Corporate

Allfunds announces partnership with Rathbones, providing funds dealing and distribution services

· Allfunds to act as exclusive provider of funds dealing and distribution services to Rathbones Group Plc

· Latest evolution of the partnership will integrate the combined investment management business of Rathbones Group and Investec Wealth & Investment (UK)

·  Partnership reinforces the role Allfunds plays in the UK wealth management market as a partner for growth

 

Madrid / London, 10 September 2024 – Allfunds, a leading B2B WealthTech platform for the funds industry, is pleased to announce its partnership with Rathbones, a leading provider of individual wealth management and related services to private clients, advisors, charities, trustees and professional partners.

The partnership gives Rathbones the ability to deal and trade products through a single portal, streamlining and improving the service for Rathbones’ clients.  It was initiated in 2023, with Rathbones’ international subsidiary using Allfunds for funds dealing and distribution and benefitting from access to Allfunds’ universe of over 140,000 funds.

 

Building on the success of the initial migration to the Allfunds platform for Rathbones Investment Management International, the partnership has now evolved to also encompass the combined investment management business of Rathbones Group and Investec Wealth & Investment (UK) across both their international and UK-domestic investments.

 

Tom Wooders, Regional Head, UK and Ireland at Allfunds commented: “We are delighted to act as a strategic partner to Rathbones. As a result of transformative shifts within the wealth management industry, it is crucial that companies have access to tools and solutions that enable a better and more efficient service for clients. We look forward to continuing our programme of close collaboration in the coming months.”

 

The partnership has contributed to Allfunds’ recent strong performance in the UK – a critical market for the global business – and has helped drive the company’s assets under administration (AuA), which surpassed €100 billion in April 2024.

10 sept 2024
Corporate

Update on Credit Suisse / UBS Relationship

Allfunds Group plc (Allfunds) has received notice from UBS that, as a result of UBS’ merger with Credit Suisse, UBS has taken the decision to replace Allfunds as fund distribution platform partner for the former Credit Suisse business (now UBS), with UBS’ current fund platform partner with effect from 1 January 2025. UBS has today advised the relevant fund managers of its plans. The decision taken by UBS does not reflect any concern or dissatisfaction with the platform or levels of service provided to Credit Suisse by Allfunds, as confirmed by UBS, and is a consequence of the merger of Credit Suisse with UBS.

The former Credit Suisse business agreed to use Allfunds as its fund distribution platform on an exclusive basis (the Former CS Fund Distribution Activities) under the cooperation agreement in place with Credit Suisse dated 25 June 2019 (the Cooperation Agreement). This Cooperation Agreement provides for exclusivity through June 2026, with the option of a further three years to June 2029 at Allfunds’ sole discretion. Allfunds is taking the relevant steps to preserve its legal rights and remedies in connection with the Cooperation Agreement.

With regard to the Former CS Fund Distribution Activities covered under the Cooperation Agreement, the revenue generated from the Former CS Fund Distribution Activities represents approximately 3% of Allfunds’ total revenues as of 30 June 2024.

The remaining Allfunds business excluding the Former CS Fund Distribution Activities has exhibited materially better underlying revenue growth and AuA net flow characteristics since 2021, specifically:

  •   +2.5%-pts higher annual revenue growth than on a reported basis (16.2% vs. 13.8% revenue CAGR 2021-2023);

  • +3%-pts higher net platform flows (from existing and new clients) than on a reported basis (10% vs. 7% average annual net flows); and

  • H12024 net flows from existing and new clients excluding CS/UBS were +€22 billion compared to +€14 billion on a reported basis.

The Company expects the outlook for 2024 to remain unchanged.

Further announcements will be made if and when appropriate.

This is a public announcement by Allfunds Group plc pursuant to section 17 paragraph 1 of Regulation (EU) No 596/2014 on market abuse.

23 ago 2024