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.

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. »