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Madrid, London – 26 February 2026. Allfunds, a global wealth management platform, has formed a strategic partnership with Waystone to leverage the strengths of both firms. Under this agreement, Allfunds’ existing ManCo vehicles will transition to Waystone and benefit from its dedicated Management Company services. The partnership also establishes that Waystone’s clients will benefit from access to Allfunds' extensive distribution network, technology, and platform connectivity.

Waystone brings significant scale and expertise to the partnership, overseeing more than $450 billion in assets and employing 1,800 professionals worldwide. The firm is recognised as the market-leading independent ManCo in Europe and ACD in the UK, with a proven track record of delivering high-quality oversight across both traditional and alternative funds. Waystone also offers a comprehensive suite of white-label ETF platform solutions across Ireland and Luxembourg, along with deep ETF capital markets expertise.

Under the terms of the agreement, the management activities of the existing Allfunds Manco for the different Luxembourg and Ireland-based investment vehicles will transition to Waystone, subject to regulatory approvals.

Annabel Spring, CEO, Allfunds, said: “Choosing the right partners is central to how we serve our clients, and Waystone's depth of expertise and consistently high standards make them a natural fit to continue supporting our clients' ManCo needs. Their strength in fund governance sits well alongside Allfunds' own distribution and platform capabilities, giving clients both dedicated oversight and access to our global reach. This partnership allows us to focus more sharply on our core priorities while offering clients a stronger, more complete service.”

Sanjiv Sawhney, Group CEO, Waystone, commented - "We are delighted to partner with Allfunds, a high-quality, global distribution platform. By transitioning ManCo responsibilities to Waystone, Allfunds’ clients will benefit from our mission-critical ManCo support and integrated service offering, underpinned by deep industry experience, strong regulatory relationships and a proven, repeatable lift-out model. At the same time, this partnership enables our clients to continue to access Allfunds' world-class distribution network and exemplifies how we build long-term strategic relationships with financial institutions worldwide, delivering governance capability at scale while enabling our partners to focus on their core growth objectives.”

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.