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.

Madrid / Paris, le 2 juin 2025 – Allfunds (AMS : ALLFG), la principale plateforme B2B WealthTech pour l'industrie des fonds avec plus de 1,5 trillion d'euros d'actifs sous administration, annonce la nomination de Véronique Uzan en tant que Responsable pays pour la France. Reconnue comme un leader de la transformation dans la gestion d'actifs en Europe, Véronique Uzan apporte une solide expérience dans la conduite de changements opérationnels et numériques à grande échelle qui s'aligne parfaitement avec l'accent mis par Allfunds sur l'innovation.

Forte d'une longue expérience a sein du groupe Amundi, notamment en tant que Chief Operating & Transformation Officer of Dealing, Véronique Uzan a contribué avec succès à d'importantes intégrations de fusions-acquisitions telles que Pioneer, Sabadell et Lyxor. Son expertise en matière de refonte des modèles opérationnels et de mise en œuvre d'initiatives de transformation interfonctionnelles a toujours été source de valeur ajoutée.

Elle a également joué un rôle déterminant dans la création, le lancement et la commercialisation de services d'Alto Platform, connu aujourd’hui sous le nom d'Amundi Technology. Le mélange unique de son expertise opérationnelle et de son expérience en matière de développement de plateformes, de parcours client et de concentration sur l'innovation numérique fait d'elle une autorité dans le secteur de la gestion d’actifs et de fortune.

Plus récemment, en tant que directrice générale adjointe de Montpensier Finance, Véronique Uzan a eu l'occasion de compléter son expertise en matière de cadres juridiques, réglementaires, opérationnels et commerciaux nécessaires pour maximiser la valeur client au sein d'un gestionnaire d'actifs entrepreneurial. Elle sera basée à Paris et reportera à Gianluca Renzini, directeur commercial d'Allfunds.

Véronique Uzan succède à Bruno Piffeteau, qui quittera ses fonctions pour se consacrer à de nouveaux projets personnels. Allfunds remercie Bruno pour son dévouement, son leadership et sa collaboration tout au long de ces années. Il a joué un rôle important dans le renforcement des activités du Groupe en France, et nous lui souhaitons le meilleur pour le nouveau chapitre de sa carrière.

Gianluca Renzini, Directeur commercial d'Allfunds, a déclaré : « La nomination de Véronique est une étape stratégique alors que nous continuons à développer notre plateforme et à étendre notre leadership dans le domaine de la WealthTech. Sa grande expertise en matière de transformation, de technologie et d'engagement des clients correspond parfaitement à notre ambition d'être le partenaire numérique de confiance de l'industrie. La France est un marché clé pour nous, et le leadership de Véronique sera déterminant pour stimuler la croissance et apporter plus de valeur à nos clients. »

Véronique Uzan, nouvelle Responsable d’Allfunds pour la France, a ajouté : « Allfunds se distingue par son engagement en faveur de l'innovation et son souci d'anticiper les besoins de ses clients dans un environnement en constante évolution. Je suis ravie de contribuer à cette mission en aidant à fournir des solutions qui ne sont pas seulement plus numériques, mais aussi plus pertinentes, évolutives et alignées sur ce que les clients apprécient vraiment. »

Madrid / London, April 2, 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 ETPs, today announces the launch of Nextportfolio 4, the latest version of its flagship portfolio management tool, strengthening Allfunds’ subscription business value proposition.

Nextportfolio is a trusted solution for wealth managers, advisors, and portfolio managers that is already used by 80 financial institutions in 15 countries. With Nextportfolio, users gain a 360º view of their clients’ investments, and benefit from sophisticated digitalised tools to help define the right product offering for their clients and gain oversight of industry trends, which ultimately enables them to drive client activity.

Nextportfolio 4 builds on the modular and flexible nature of the tool, while leveraging  data-driven depth analysis together with the power of AI, to offer timely and personalized insights at the click of a button

This new version includes 4 key innovations:

• Integrated AI providing comprehensive analysis on portfolio holdings, product offering and market overview among others features designed to improve business efficiencies with an added value service to clients;

• A “Portfolio Health” engine which automatically reviews investment strategies and portfolios, highlighting deviations from established thresholds aiming to keep portfolios on track. A key feature to scale up business and streamline portfolio management;

• Intelligent alerts and task management empowering advisors to capture critical insights achieving a timely and proactive wealth assessment;

• A robust “Central Hub” built up in different layers that allows to configure rules of engagement and workflows based on business needs.

Nextportfolio 4 further supports companies in their efforts to achieve operational efficiency by significantly reducing manual work through automated compliance checks, reporting, and portfolio analysis. This enables managers to focus on strategy execution and decision-making on behalf of their clients.

The latest iteration represents an important innovation in the tool’s capabilities and use-case, while preserving core strengths from previous versions, including the widely-adopted ESG investment capabilities from Nextportfolio 3. Developed with direct client input, Nextportfolio 4 combines AI innovation with industry expertise to address the increasing complexity of wealth management.

Juan de Palacios, Chief Strategy and Product Officer at Allfunds, said: “In today's rapidly evolving wealth management landscape, innovation isn't optional—it's essential. Nextportfolio 4 represents our commitment to transforming complex portfolio challenges into competitive advantages for our clients. By integrating advanced AI capabilities with enhanced customization and automation, we're not just improving efficiency; we're fundamentally changing how wealth managers deliver value to their clients. This release reflects our deep understanding of the industry's evolving needs and our dedication to providing solutions that anticipate tomorrow's challenges while solving today's problems.”

Madrid / London, 26 March 2025 - Allfunds (AMS:ALLFG), the leading B2B WealthTech platform for the funds industry, is pleased to announce that Ares Management Corporation (NYSE:ARES) ("Ares"), a leading global alternative investment manager, has joined the Allfunds Private Partners (APP) programme. This collaboration reinforces the growing demand for private markets, one of the fastest-expanding asset classes in private banking, and highlights Allfunds’ role in accelerating global distribution for top-tier investment solutions.

Since launching Ares Wealth Management Solutions in 2021, Ares has remained focused on scaling its wealth platform to deliver private markets access and education to financial advisors and their clients. By joining the APP programme, Ares will harness Allfunds’ technology and extensive distribution network to offer its wealth solutions to a broader and more diversified global base of individual investors. Launched in 2023, the programme was designed to facilitate access to private banking channels, the segment with the greatest demand and appetite for this asset class. It helps asset managers achieve scalability, streamline operations, and enhance distribution efficiency through Allfunds’ technology-driven ecosystem.

By becoming part of the APP programme, Ares will benefit from the expertise of a dedicated team and specialized support, helping to extend its reach and bring its alternative investment solutions to a wider network of global individual investors.

Mark Serocold, Partner and EMEA Head of Wealth Management Solutions at Ares, said: “Forming relationships with pioneering innovators like Allfunds is a critical part of Ares’ mission to democratize alternative investments across key global markets. We are pleased to be joining the APP programme and look forward to working with Borja and his team to further expand the distribution of our products throughout the wealth channel in EMEA, APAC, and Latin America.”

Borja Largo, Chief Fund Groups Officer and Head of Alternative Solutions at Allfunds, added: “We are thrilled to welcome Ares to the APP programme. Their inclusion reaffirms the significant growth potential in the alternatives space and highlights the increasing need for seamless access to these investments. At Allfunds, we are committed to bridging the gap in distribution and technology, making private markets more accessible to a broader range of investors. The continued expansion of the APP programme highlights its value in simplifying and scaling access to alternative asset classes, and we look forward to supporting Ares in reaching new heights.”