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Corporate

Leadership Update

This press release contains inside information within the meaning of Article 7(1) of Regulation (EU) 596/2014 (Market Abuse Regulation)

Founder Juan Alcaraz to step down as Allfunds CEO, to be replaced by Annabel Spring

London/Madrid/Amsterdam – Allfunds Group plc (“Allfunds”), one of the world’s leading B2B WealthTech platforms for the fund industry, offering fully integrated solutions for asset managers and wealth managers, and Group CEO and Founder, Juan Alcaraz, announce today that he will leave the business to take on new challenges. Following a distinguished career at Allfunds in which he has led the firm to success and scale, Juan Alcaraz will move into an advisory role for the next twelve months to ensure a smooth leadership transition.

Juan Alcaraz founded Allfunds 25 years ago and has served the company with distinction as CEO, steering its growth and development into a leading global platform for wealth businesses and their end clients. Today, Allfunds has over €1.5tn in AuA, servicing 940 distributors in 66 countries. As CEO and Founder, Juan Alcaraz pioneered the development of the European open architecture fund industry over the span of three decades and built Allfunds from ‘the spark of an idea’ and a small business unit within Banco Santander to a global WealthTech leader.

The entire Board would like to thank Juan Alcaraz for the significant contribution he has made to Allfunds and wishes him well for the future.

David Bennett, Chair of Allfunds, commented: "Juan Alcaraz has led Allfunds with great dedication since its launch through its key milestones, including the IPO in 2021, and has worked ceaselessly to serve the business, our clients and shareholders. We are grateful for his exceptional leadership and entrepreneurial spirit over the years and wish him all the best with his future pursuits.”

Juan Alcaraz said: "It has been an immense privilege to be a part of Allfunds’ growth and to have seen its business and its people thrive over the course of more than two decades, and I have agreed with the Board that now is the right time for the business to transition to new leadership. It has been an honour to work with everyone at Allfunds, especially the members of the Executive Committee and the Board, and I leave the business in very capable hands, strongly positioned for the future and with significant business momentum into 2025 and beyond."

The Board actively manages succession planning and has appointed Annabel Spring as the incoming CEO of Allfunds. Annabel Spring will join Allfunds as CEO in June.

Annabel Spring brings an abundance of experience to Allfunds following a distinguished career in wealth management and banking that spans 30 years and four continents.  She joins Allfunds following six years at HSBC where she was most recently CEO of Global Private Banking and Wealth. Prior to this, she spent almost a decade at the Commonwealth Bank of Australia where she was most recently Group Executive for Wealth Management. Annabel Spring began her career at Morgan Stanley initially in investment banking before moving into Group Strategy where she was Global Head of Firm Strategy and Execution.

Under her leadership, Allfunds will continue to drive innovation and foster strong relationships with clients and asset managers, while leveraging its strong business model to deliver long-term, sustainable growth.

David Bennett said: “The Board is delighted to welcome Annabel Spring as our new CEO. Her extensive experience leading global wealth management businesses, her broad understanding of international banking and her focus on people, technology and client experience makes her the ideal leader for Allfunds’ next phase of growth. Annabel’s deep connections to the global client base and a wide range of asset managers, built over many years, will drive Allfunds’ future growth strategy.”

Annabel Spring said: “Allfunds is an international leader in its field with a strong reputation across the wealth and banking community. The trends supporting the continued growth of global wealth are robust and I believe Allfunds is very well-placed to capture this significant opportunity. I am excited to join Allfunds and be working alongside the Board, the teams at Allfunds and our global partners to ensure we continue to innovate, grow and deliver for our clients and shareholders.”

 

10 jun 2025
Financial

Allfunds reports on the progress of its share buyback programme

London/Madrid/Amsterdam – Allfunds Group plc (“Allfunds”) (TICKER: ALLFG) ) informs today that, under the first tranche of its share buyback programme announced on 12 May 2025, 336,237 of its own ordinary shares have been repurchased during the week of 3 June 2025 up to and including 9 June 2025. The shares were repurchased at an average price of €5.68 per share. The total consideration of the repurchase was €1,909,663.54.

The total number of shares repurchased to date under this tranche of the programme is 2,110,487 ordinary shares for a total consideration of €11,395,905.50. To date approximately 14.24% of the maximum total value of the first tranche of the share buyback programme has been completed.

The buyback is being carried out under the authority to purchase own shares granted by the shareholders of Allfunds at its annual general meeting held on 7 May 2025 and in compliance with the requirements set out in article 5 of the Market Abuse Regulation (EU) 596/2014 and Chapter II of Commission Delegated Regulation (EU) 2016/1052.

For detailed information on the individual share purchase transactions, see the Allfunds investor website at: https://investors.allfunds.com/share_info#share_programme.

This press release is issued in connection with the disclosure and reporting obligation set out in Article 2(2) of Commission Delegated Regulation (EU) 2016/1052.

9 jun 2025
Financial

Allfunds reports on the progress of its share buyback programme

London/Madrid/Amsterdam – Allfunds Group plc (“Allfunds”) (TICKER: ALLFG) ) informs today that, under the first tranche of its share buyback programme announced on 12 May 2025, 405,990 of its own ordinary shares have been repurchased during the week of 27 May 2025 up to and including 2 June 2025. The shares were repurchased at an average price of €5.50 per share. The total consideration of the repurchase was €2,231,470.96.

The total number of shares repurchased to date under this tranche of the programme is 1,774,250 ordinary shares for a total consideration of €9,486,242.06. To date approximately 11.86% of the maximum total value of the first tranche of the share buyback programme has been completed.

The buyback is being carried out under the authority to purchase own shares granted by the shareholders of Allfunds at its annual general meeting held on 7 May 2025 and in compliance with the requirements set out in article 5 of the Market Abuse Regulation (EU) 596/2014 and Chapter II of Commission Delegated Regulation (EU) 2016/1052.

For detailed information on the individual share purchase transactions, see the Allfunds investor website at: https://investors.allfunds.com/share_info#share_programme.

This press release is issued in connection with the disclosure and reporting obligation set out in Article 2(2) of Commission Delegated Regulation (EU) 2016/1052.

2 jun 2025
Corporate

Allfunds nombra a Véronique Uzan como nueva directora para Francia

Allfunds ha nombrado a Véronique Uzan nueva directora para Francia, como parte de su estrategia para consolidarse como la mayor plataforma B2B global del sector WealthTech.

Uzan aporta una amplia experiencia en transformación digital y gestión de activos. Durante su trayectoria en Amundi, ocupó el cargo de Directora de Operaciones y Transformación de Dealing, donde lideró importantes procesos de integración tras adquisiciones como Pioneer, Sabadell y Lyxor. También fue clave en la creación de Alto Platform y el desarrollo de los servicios que ahora forman Amundi Technology. Su experiencia combina operaciones, desarrollo de plataformas, atención al cliente e innovación digital.

Más recientemente, como Directora General Adjunta de Montpensier Finance, amplió su conocimiento en los aspectos legales, regulatorios y comerciales de la gestión de activos. Trabajará desde París y reportará a Gianluca Renzini, Chief Commercial Officer de Allfunds.

Véronique sustituye a Bruno Piffeteau, quien deja la compañía para dedicarse a nuevos proyectos personales. Allfunds agradece a Bruno su dedicación y liderazgo durante estos años, que han sido fundamentales para fortalecer el negocio en Francia.

Gianluca Renzini, Chief Commercial Officer de Allfunds: "El nombramiento de Véronique es un paso estratégico mientras escalamos nuestra plataforma y ampliamos nuestro liderazgo en WealthTech. Su experiencia en transformación, tecnología y enfoque al cliente encaja perfectamente con nuestra ambición de ser el socio digital de referencia del sector. Francia es un mercado clave y su liderazgo será esencial para impulsar el crecimiento".

Véronique Uzan: "Allfunds destaca por su compromiso con la innovación y su capacidad de anticiparse a las necesidades del mercado. Me emociona contribuir a esta misión ofreciendo soluciones más digitales, relevantes y escalables que respondan a lo que los clientes realmente necesitan".

2 jun 2025
Financial

Allfunds reports on the progress of its share buyback programme

London/Madrid/Amsterdam – Allfunds Group plc (“Allfunds”) (TICKER: ALLFG) informs today that, under the first tranche of its share buyback programme announced on 12 May 2025, 610,466 of its own ordinary shares have been repurchased during the week of 20 May 2025 up to and including 26 May 2025. The shares were repurchased at an average price of €5.29 per share. The total consideration of the repurchase was €3,230,107.50.

The total number of shares repurchased to date under this tranche of the programme is 1,368,260 ordinary shares for a total consideration of €7,254,501.10. To date approximately 9.1% of the maximum total value of the first tranche of the share buyback programme has been completed.

The buyback is being carried out under the authority to purchase own shares granted by the shareholders of Allfunds at its annual general meeting held on 7 May 2025 and in compliance with the requirements set out in article 5 of the Market Abuse Regulation (EU) 596/2014 and Chapter II of Commission Delegated Regulation (EU) 2016/1052.

For detailed information on the individual share purchase transactions, see the Allfunds investor website at: https://investors.allfunds.com/share_info#share_programme.

This press release is issued in connection with the disclosure and reporting obligation set out in Article 2(2) of Commission Delegated Regulation (EU) 2016/1052.

26 may 2025
Financial

Allfunds reports on the progress of its share buyback programme

London/Madrid/Amsterdam – Allfunds Group plc (“Allfunds”) (TICKER: ALLFG) informs today that, under the first tranche of its share buyback programme announced on 12 May 2025, 757,794 of its own ordinary shares have been repurchased during the week of 12 May 2025 up to and including 19 May 2025. The shares were repurchased at an average price of €5.31 per share. The total consideration of the repurchase was €4,024,393.60.

The total number of shares repurchased to date under this tranche of the programme is 757,794 ordinary shares for a total consideration of € 4,024,393.60. To date approximately 5% of the maximum total value of the first tranche of the share buyback programme has been completed.

The buyback is being carried out under the authority to purchase own shares granted by the shareholders of Allfunds at its annual general meeting held on 7 May 2025 and in compliance with the requirements set out in article 5 of the Market Abuse Regulation (EU) 596/2014 and Chapter II of Commission Delegated Regulation (EU) 2016/1052.

For detailed information on the individual share purchase transactions, see the Allfunds investor website at: https://investors.allfunds.com/share_info#share_programme.

This press release is issued in connection with the disclosure and reporting obligation set out in Article 2(2) of Commission Delegated Regulation (EU) 2016/1052.

19 may 2025
Financial

Allfunds launches a first tranche of €80m of its €250m share buyback programme

London/Madrid/Amsterdam - Allfunds Group plc ("Allfunds") (TICKER: ALLFG), announces today the start of a €250 million share buyback programme to repurchase its ordinary shares (the "Shares"), to be executed in various tranches in the next 24 months (the "SBB Programme"). The majority of the Shares acquired by Allfunds under the SBB Programme will be cancelled and the remaining repurchased Shares may be used for the purpose of satisfying awards under Allfunds’ employee share plans.

The first tranche of the SBB Programme will commence today 12 May 2025 with a maximum of up to 25,000,000 Shares ("Maximum Shares") and up to a maximum total value of €80 million ("Maximum Consideration"). It is expected that the SBB ends at the earliest of: (a) the date on which the Maximum Shares have been purchased; (b) the date on which the Maximum Consideration has been reached; and (c) 31 December 2025.

This first tranche of the SBB Programme is being carried out pursuant to a buyback contract signed with Morgan Stanley & Co International Plc in the terms approved by the shareholders of Allfunds at its annual general meeting held on 7 May 2025 and under the authority to purchase up to 61,062,225 Shares granted thereby. It will also be carried out in compliance with the requirements set out in article 5 of the Market Abuse Regulation (EU) 596/2014 and Chapter II of Commission Delegated Regulation (EU) 2016/1052 (the "Applicable Regulations").

In accordance with the requirements under the Applicable Regulations, Allfunds will provide weekly updates on the progress of the programme via press release and on the Investor Relations section of Allfunds´ website: https://allfunds.com/es/investors/share/.

12 may 2025

Allfunds presenta Nextportfolio 4, una nueva propuesta para la Gestión Patrimonial impulsada por IA

Madrid / Londres, 2 de abril de 2025: Allfunds (AMS: ALLFG), el socio WealthTech líder para los sectores de la gestión patrimonial y de activos, con más de 1,5 billones de euros en activos bajo administración en fondos de inversión, productos alternativos y ETPs, anuncia hoy el lanzamiento de Nextportfolio 4, la última versión de su herramienta insignia de gestión de carteras, reforzando así la propuesta de valor del negocio de suscripción de Allfunds.

Nextportfolio se ha consolidado como una solución de referencia en el sector, respaldada por 80 instituciones financieras en 15 países, que confían en esta plataforma para sus operaciones de gestión patrimonial, asesoramiento y administración de carteras. La herramienta proporciona a las entidades financieras[MR1]  una visión 360° de las inversiones de sus clientes y pone a su disposición un conjunto de funcionalidades avanzadas que ayudan en la definición de la oferta de productos adecuada para sus clientes, así como una visión general de las tendencias de la industria.

Nextportfolio 4 potencia el carácter modular y flexible de la plataforma, proporcionando análisis avanzados basados en modelos de inteligencia artificial. Dicho análisis es accionable al alcance de un clic.

Esta nueva versión incorpora cuatro avances fundamentales:

  • Inteligencial Artificial integrada con el modelo de datos de Nextportfolio, que produce análisis completos y detallados de las posiciones en cartera, oferta de productos, así como la visión general del mercado, junto con otras prestaciones que optimizan los procesos operativos y aportan valor añadido al cliente final;

  • Funcionalidad“Portfolio Health”, que chequea automáticamente las estrategias de inversión y composición de carteras, identificando cualquier desviación respecto a los parámetros establecidos con el fin de mantener las inversiones alineadas con sus objetivos. Esta funcionalidad resulta fundamental para dirigir la actividad comercial y agilizar la gestión de carteras;

  •  Sistema inteligente de alertas y gestión de tareas que permite a los usuarios capturar información crítica en el día a día con sus clientes, facilitando el análisis de tendencias y oportunidades claves;

  •  “Central Hub” un módulo de configuración construido en diferentes capas que permite establecer reglas de y flujos de trabajo según las necesidades de negocio

Nextportfolio 4 potencia la eficiencia operativa al minimizar los procesos manuales gracias a la automatización de las tareas [ME2] [MR3] de cumplimiento normativo, la elaboración de informes y el análisis de carteras. De este modo, los gestores pueden dedicar más tiempo y recursos a ejecutar estrategias efectivas que generen valor para sus clientes.

Esta nueva versión supone un salto cualitativo sin perder los puntos fuertes de las versiones anteriores, como las capacidades de análisis de ESG de la cartera ampliamente adoptadas de Nextportfolio 3. Creado a partir de la experiencia y problemática real de los clientes, Nextportfolio 4 fusiona lo mejor de la inteligencia artificial con el conocimiento experto del sector para afrontar con seguridad los retos de la gestión de patrimonios.

Juan de Palacios, Director de Estrategia y Producto de Allfunds, comentó: "En el panorama actual de la gestión patrimonial, donde el cambio es constante, innovar resulta imprescindible. Nextportfolio 4 materializa nuestro compromiso por transformar los desafíos de la gestión de carteras en oportunidades para nuestros clientes. Con la integración de IA avanzada y mayores niveles de personalización y automatización, no solo aumentamos la eficiencia, sino que redefinimos cómo los gestores patrimoniales generan valor real para sus clientes. Este desarrollo surge de nuestro conocimiento profundo del sector y de nuestra determinación por crear soluciones que, además de resolver las necesidades del presente, se anticipen a los retos que están por venir."

2 abr 2025

Ares Management se une al Programa Private Partners de Allfunds

Allfunds (AMS:ALLFG), la plataforma wealthtech líder B2B para la industria de gestión de fondos, se complace en anunciar que Ares Management Corporation (NYSE:ARES) («Ares»), una gestora global de referencia en inversiones alternativas, se acaba de sumar al programa de socios privados de Allfunds (Allfunds Private Partners – APP). Esta colaboración refuerza la creciente demanda en los mercados privados, una de las clases de activos de más rápida expansión en el segmento de banca privada, y pone en relieve el papel de Allfunds a la hora de acelerar la distribución a escala global para las soluciones de inversión.

Desde el lanzamiento de Ares Wealth Management Solutions en 2021, Ares se ha centrado en escalar su plataforma de gestión patrimonial para permitir a los asesores financieros y a sus clientes acceder a los mercados privados y a educación financiera. Al sumarse al programa APP, Ares aprovechará la tecnología de Allfunds y su extensa red de distribución para ofrecer sus soluciones de gestión patrimonial a una base más amplia y diversificada de inversores particulares. Este programa, que se lanzó en 2023, fue diseñado para facilitar el acceso a los canales de banca privada, el segmento de mayor demanda y con mayor apetito para esta clase de activos. APP ayuda a las gestoras de activos a lograr escalabilidad, optimizar las operaciones y mejorar la eficiencia de la distribución a través del ecosistema de Allfunds basado en tecnología.

Al incorporarse al programa APP, Ares se beneficiará de la experiencia de un equipo dedicado y de apoyo especializado que le ayudarán a extender su alcance y acercar sus soluciones de inversiones alternativas a una red más amplia de inversores particulares a nivel global.

Mark Serocold, socio y responsable de Wealth Management Solutions para EMEA de Ares, señaló: «Forjar relaciones con pioneros en innovación como Allfunds es una parte fundamental de la misión de Ares de democratizar las inversiones alternativas en todos los mercados globales clave. Nos complace habernos sumado al programa APP y esperamos trabajar con Borja y todo su equipo para continuar expandiendo la distribución de nuestros productos a través de todo el canal de gestión patrimonial en EMEA».

Borja Largo, director de Grupos de Fondos y responsable de Soluciones Alternativas de Allfunds, añadió: «Estamos encantados de dar la bienvenida a Ares al programa APP. Su incorporación ratifica el importante potencial de crecimiento en el ámbito de las inversiones alternativas y pone de manifiesto la creciente necesidad de contar con un acceso fluido a este tipo de inversiones. En Allfunds, estamos comprometidos en salvar la brecha entre distribución y tecnología, permitiendo el acceso a los mercados privados por parte de un mayor espectro de inversores. La continua expansión del programa APP destaca su valor a la hora de simplificar y escalar el acceso a las clases de activos alternativos y apoyaremos a Ares en su meta de alcanzar nuevos horizontes».

26 mar 2025