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.

Allfunds sta rafforzando ulteriormente il suo posizionamento nel WealthTech, con lo sviluppo della più grande piattaforma B2B integrata a livello mondiale nel settore. Progettata per garantire efficienza operativa e crescita scalabile, la piattaforma combina soluzioni a valore aggiunto con innovazione tecnologica, supportando asset/wealth manager e distributori nel contesto attuale, sempre più complesso.

Per avanzare ulteriormente in questa direzione strategica, Allfunds ha nominato Véronique Uzan Head of France. Professionista di primo piano dell’industria europea dell’asset management, Uzan vanta un solido track record nella gestione di cambiamenti operativi e digitali su larga scala, che si allinea perfettamente con l'attenzione all'innovazione di Allfunds.

Grazie alla sua vasta esperienza nel gruppo Amundi, dove è stata anche Chief Operating & Transformation Officer of Dealing, Véronique Uzan ha contribuito con successo a importanti integrazioni relative a operazioni di M&A, tra cui Pioneer, Sabadell e Lyxor. La sua competenza nella riprogettazione di modelli operativi e nell'implementazione di iniziative di trasformazione interfunzionali ha costantemente generato valore.

Véronique Uzan ha inoltre svolto un ruolo fondamentale nella creazione di Alto Platform, nel lancio e nella commercializzazione dei servizi oggi offerti con il marchio Amundi Technology. La sua combinazione unica di competenze operative, esperienza nello sviluppo di piattaforme, conoscenza dei clienti e attenzione all'innovazione digitale la rendono una figura di riferimento nell’Asset e Wealth management.

Più di recente, in qualità di Deputy CEO di Montpensier Finance, Véronique Uzan ha avuto l'opportunità di completare il proprio bagaglio di competenze con conoscenze in ambito legale, normativo, operativo e commerciale, che apportano ulteriore valore aggiunto per i clienti. Lavorerà a Parigi e riporterà a Gianluca Renzini, Chief Commercial Officer di Allfunds.

Bruno Piffeteau lascerà il suo ruolo per dedicarsi a nuovi progetti personali. Allfunds ringrazia Bruno per la dedizione, la leadership e la collaborazione dimostrate nel corso degli anni. Ha apportato un notevole contributo al rafforzamento del business in Francia e gli auguriamo il meglio per questo nuovo capitolo della sua vita.

Gianluca Renzini, Chief Commercial Officer di Allfunds, ha dichiarato: “La nomina di Véronique rappresenta un passo in avanti strategico nel percorso di crescita della nostra piattaforma e nel rafforzamento della nostra leadership nel WealthTech. La sua profonda expertise in materia di trasformazione, tecnologia, orientamento alle soluzioni ed engagement con i clienti è perfettamente in linea con la nostra ambizione di diventare il partner digitale di riferimento del settore. La Francia è un mercato chiave per noi e la leadership di Véronique sarà fondamentale per guidare la crescita e offrire più valore ai nostri clienti”.

Véronique Uzan, nuova Head of France di Allfunds, ha aggiunto: “Allfunds si distingue per il suo impegno nell'innovazione e l'attenzione rivolta all'anticipazione delle esigenze dei clienti in un contesto in rapida evoluzione. Sono entusiasta di contribuire a questa missione aiutando a fornire soluzioni non solo più digitali, ma anche scalabili e in linea con ciò che i clienti realmente desiderano e apprezzano”.

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.”