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29 apr 2025

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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 mag 2025

Allfunds unveils Nextportfolio 4, a new proposition for Wealth Management powered by AI

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.”

2 apr 2025

Ares Management si unisce al programma Private Partners di Allfunds per ampliare la distribuzione dei prodotti del canale Wealth

Allfunds (AMS:ALLFG), piattaforma WealthTech B2B leader nel settore dei fondi, annuncia che Ares Management Corporation (NYSE:ARES) (“Ares”), uno dei principali gestori di investimenti alternativi a livello globale, si è unito al programma Allfunds Private Partners (APP). Questa collaborazione conferma l’interesse crescente per i mercati privati, una delle asset class in più rapida espansione nel private banking, e sottolinea il ruolo di Allfunds nell'accelerare la distribuzione globale di soluzioni di investimento di alto profilo.

Da quando ha lanciato Ares Wealth Management Solutions nel 2021, Ares si è concentrata sulla scalabilità della sua piattaforma wealth che offre un accesso ai mercati privati e formazione ai consulenti finanziari e ai loro clienti. Entrando a far parte del programma APP, Ares potrà far leva sulla tecnologia e sulla vasta rete di distributori presenti su Allfunds per offrire le proprie soluzioni wealth a una base più ampia e diversificata di investitori individuali a livello globale. Lanciato nel 2023, il programma è stato concepito per facilitare l'accesso ai canali del private banking, il segmento con la maggiore domanda e propensione per questa asset class. Il programma aiuta gli asset manager a raggiungere la scalabilità, a semplificare le operazioni nonché a migliorare l'efficienza sul fronte della distribuzione attraverso l'ecosistema tecnologico di Allfunds.

Entrando a far parte del programma APP, Ares beneficerà dell'esperienza di un team dedicato e di un supporto specializzato, il che contribuirà a estendere la sua portata e a rendere disponibili le sue soluzioni di investimento alternative per una rete più ampia di investitori individuali globali.

Mark Serocold, Partner e EMEA Head of Wealth Management Solutions di Ares ha dichiarato: “Collaborare con un innovatore come Allfunds è una parte fondamentale della missione di Ares per democratizzare gli investimenti alternativi. Siamo entusiasti di aderire al programma APP e di lavorare con Borja e il suo team per espandere ulteriormente la distribuzione dei nostri prodotti in tutto il canale wealth EMEA.”

Borja Largo, Chief Fund Groups Officer e Head of Alternative Solutions di Allfunds, ha aggiunto: “Siamo felici di accogliere Ares nel programma APP. È un’ulteriore conferma del significativo potenziale di crescita dell’universo degli investimenti alternativi ed evidenzia la crescente necessità di un accesso continuo a questi investimenti. Noi di Allfunds siamo impegnati a colmare il gap sul fronte della distribuzione e della tecnologia, rendendo i mercati privati più accessibili a una gamma più ampia di investitori. La continua espansione del programma APP evidenzia il suo valore nel semplificare e nel rendere scalabile l'accesso alle asset class alternative, e non vediamo l'ora di supportare Ares nel raggiungere nuovi traguardi.”

26 mar 2025