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CONNECTING YOU TO GROWTH

Allfunds' ecosystem provides its partners with advanced wealth management tools
including dealing and execution, ESG, data analytics, compliance and custom
digital solutions. All in a single space.

Who we are


CONNECTING YOU TO GROWTH

Allfunds' ecosystem provides its partners with advanced wealth management tools
including dealing and execution, ESG, data analytics, compliance and custom
digital solutions. All in a single space.

Who we are

For Fund Houses


ACCESS THE LARGEST DISTRIBUTOR NETWORK AND DEPLOY YOUR GO TO MARKET SWIFTLY

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For Distributors


UNLOCK ALL YOUR OPEN ARCHITECTURE NEEDS IN A SINGLE ACCESS POINT

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€1.3 tr

Assets under administration

62

Countries where distributors are domiciled

>3,000

Fund groups

>860

Distributor contracts

All data as of 31/03/2023

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LATEST INSIGHTS

The latest news, trends and insights from the world's leading WealthTech
company.



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Corporate

Allfunds unveils the Private Partners programme

Madrid, 18 July 2023 – Allfunds (AMS:ALLFG), the leading B2B WealthTech platform
for the funds industry, is pleased to announce the launch of the Allfunds
Private Partners (APP) programme.

Earlier this year Allfunds announced that it had launched a specialised team and
department, Allfunds Alternative Solutions, (AAS), focused on providing
solutions to make alternative funds more accessible to distributors. This
initiative was triggered by the increasing demand from distributors globally,
particularly from the wealth management segment, to invest in private assets.
The AAS team has been developing the technology that will streamline the
operational aspects of private asset investments, making access to alternative
funds as simple as that of conventional funds.

In addition to its innovative technological roadmap, Allfunds is proud to unveil
the Allfunds Private Partners (APP) programme. This initiative is launched to
better support the access to private market funds by its clients and to provide
fund managers with a unique opportunity to make their products available to
Allfunds distribution network.

This programme is open to a select number of partners with the expertise and
drive to create leading, sophisticated products tailored for private banks and
wealth managers. Today Allfunds is delighted to announce that some prominent
alternative asset management and financial services firms, including Apollo,
Blackstone, Carlyle, Franklin Templeton, and Morgan Stanley Investment
Management, have joined as the first participants of this programme.

Allfunds and the members of the APP programme are committed to delivering
market-leading products underpinned by simplicity and ease of access, to enable
clients to invest in private market funds without traditional barriers.

Juan Alcaraz, CEO of Allfunds, adds: “We are excited about this project and
unlocking the full potential of APP, and believe that this form of collaboration
with our partners is key in developing solid relationships and effective
solutions. We are eager to prove our disposition and put our expertise to work
for this ambitious project that will surely bring new business opportunities for
all those involved. We would also like to thank our initial members for joining
us in this enterprise, as well as for their continued trust and support in
Allfunds.”

Borja Largo, Chief Fund Groups Officer and Head of Allfunds Alternative
Solutions states, “Allfunds has a deep commitment to quality and client care and
the Private Partners programme is a natural evolution of that purpose. We want
to set our clients up for success and our team will be dedicated to ensuring
their needs are met with utmost care and attention to detail. Allfunds’
initiatives, whether building a totally new department or an innovative
partnership programme, are just the natural evolution of Allfunds’ ability to
navigate disrupted and fragmented markets, with the goal of providing easy
access to alternative products, that have historically never been available to
distributors.”



Additional Information

 

Veronique Fournier, Managing Director and Head of EMEA Global Wealth at Apollo,
said, “We believe private market strategies are critical to a diversified
portfolio that seeks to meet the long-term investment objectives of individuals
and families. Apollo is pleased to be a founding participant of Allfunds Private
Partners, a pioneering programme supporting seamless access and education, as we
continue to develop and deliver semi-liquid products purpose-designed for global
wealth investors.”

Rashmi Madan, Senior Managing Director and Head of Blackstone Private Wealth
Solutions, EMEA said: “As the largest alternative asset manager globally,
Blackstone is delighted to have joined the Allfunds Private Partners programme.
This will allow us to deliver institutional quality private markets investments
to Allfunds’ vast network of distribution partners globally. Working with
innovative platforms like Allfunds is core to Blackstone’s strategy to make
private market investing more accessible to individual investors. We look
forward to working with the entire Allfunds team to continue educating clients
on the benefits of including private markets as part of their diversified
portfolios.”

Paul Ferraro, Global Head of Carlyle Private Wealth said: “We are delighted to
continue our partnership with Allfunds, which extends Carlyle’s vast experience
and long-standing reputation for investment excellence to this exciting
marketplace. In partnering with Allfunds’ high-quality platform, we will focus
on achieving our shared goal of enabling a broader range of banks, wealth
managers and their clients access to private market strategies.” 

Adam Spector, EVP, Global Advisory Services at Franklin Templeton said: “We are
delighted to join a select group of alternative investment managers on Allfunds’
newly-launched Private Partners programme. Franklin Templeton brings a wealth of
capabilities as one of the world’s largest alternatives providers with over $257
billion in AUM across private markets.  We look forward to a successful
partnership with Allfunds and its impressive network of banks and wealth
management platforms globally.”

Jacques Chappuis, Global Head of Distribution and Co-Head of the Solutions and
Multi-Asset Group at Morgan Stanley Investment Management said: “Morgan Stanley
Investment Management has been offering private market funds to US individual
investors for over 35 years. In that time, we have expanded our product and
service offering to institutional clients across the globe. With the continued
and growing demand for private markets products, in partnership with Allfunds,
we are excited to bring our broad suite of capabilities to individuals
globally.”

Jul 18, 2023
Corporate

Allfunds Tech Solutions announces partnership with CCLA

 * The partnership illustrates the shared commitment of Allfunds and CCLA to
   deliver solutions aligned with strong environmental and societal impact, as
   well as driving greater autonomy for investors over their portfolio-level
   decision-making

 * The Better World Global Equity Fund has successfully been onboarded on
   Allfunds and it is now available to its UK distributors.

 

 

Madrid / London, 27 June 2023 – Allfunds Tech Solutions, the bespoke digital
solutions arm of Allfunds specialising in harnessing the power of digital
transformation for clients across the financial services industry, today
announces that it has partnered with CCLA Investment Management (‘CCLA’), a
sustainable investment pioneer driving real-world change through active
ownership.

 

Allfunds Tech Solutions’ Client Portal – a fully-streamlined end-to-end solution
– will be integrated into CCLA’s existing client interfaces. By leveraging
Allfunds’ market-leading technology expertise and data management capabilities,
the partnership will enable CCLA to provide enhanced portfolio management tools
to its professional clients, who will further benefit from:

 

 * A fully digitised web interface, layered with improved financial reporting
   tools that increase transparency and understanding of the investment
   performance.

 * Access to a centralised system of reliable, trustworthy and easily-leveraged
   operational data delivered via Allfunds’ Data Hub, optimising clients’
   ability to access comprehensive information about their investments in CCLA’s
   strategies.

 

Allfunds will also become the latest platform to provide professional investors
with access to CCLA’s Better World Global Equity Fund, a great opportunity to
access CCLA’s investment expertise which until recently was only available to
its not-for-profit clients, and benefit from its 60 years of leading ESG
investment in the UK. CCLA engages with investee companies to push for greater
sustainability in the real-world economy, assesses companies on their
environmental, social and governance criteria and invests in a way that aligns
with its clients’ values.

 

Juan de Palacios, Chief Strategy and Product Officer at Allfunds commented: “At
Allfunds, we are always dedicated to solving problems and helping our clients in
the financial services industry become more efficient, closer to their clients,
and move their business forward. This partnership is a testament to our
continuous efforts to innovate and collaborate with industry leaders, as we
strive to revolutionise the financial services industry and deliver exceptional
value to our clients."

 

Elizabeth Sheldon, COO at CCLA added: Partnering with Allfunds for the delivery
of the new client portal will significantly enhance how we can interact with our
clients allowing them to access details of their holdings with us anytime,
eliminating the constraints of traditional office hours and supporting CCLA in
giving the best possible service to our clients.

Jun 27, 2023
Corporate

Allfunds appoints Pablo Sanz as Head of Operations of Allfunds Alternative
Solutions

Madrid/London, 8 June 2023 – Allfunds, one of the leading B2B WealthTech
platforms for the funds industry offering fully integrated solutions for both
Fund Houses and Distributors, today announces that Pablo Sanz has been appointed
as Head of Operations for Allfunds Alternative Solutions, effective immediately.

 

Pablo has over two decades of alternative investments experience, having started
working in the alternative funds industry in 2001. He began his career at Banco
Santander as an auditor. Most recently, Pablo was COO at Arcano Partners where
he led the regulatory transformation of Arcano’s private equity management
company into a global asset management company. At Arcano, he also launched
private equity, venture capital, sustainable infrastructure, real estate,
credit, and multi-asset funds, as well as the ESG & Responsible Investment
Strategy for the Group for Investment Banking.

 

Prior to this, Pablo was Chief Financial Officer at Impala Capital Partners and
JB Capital Markets, where he was involved in alternatives fund management,
alongside leading and developing finance and risk management activity. Pablo’s
responsibilities to-date have been international in scope, working with funds in
Spain, the UK, Luxembourg, Ireland, the US, and Canada.

 

Allfunds Alternative Solutions was launched in March 2023 as a new separate
division in response to strong demand among Allfunds’ clients for better access
to alternative assets and private markets. Allfunds has been active in this
area, with assets under administration in specialised vehicles (UCITs, ELTIFs,
UCI Part II, RAIFs and FCRs) although until recently this was an on-demand
service. The launch of the specialised division will provide clients with an
always-on service to match their demands, while adding dedicated expert
resources to Allfunds’ global activity.

 

The new division will also focus on channelling current demand and driving
Allfunds' growth in services related to illiquid strategies. Pablo will lead IT
and operations for the alternatives proposition, which includes dedicated
trading teams based in Madrid and Warsaw reporting to Borja Largo.

 

Borja Largo, Chief Fund Groups Officer, Allfunds, said, “The alternatives market
is growing exponentially, demonstrated by the strong demand for illiquid
strategies from our clients, particularly those in the wealth management
segment. We are committed to enhancing our alternatives offering and creating
market-leading tech-enabled infrastructure to connect all our distributors with
the best General Partners, while scaling our capabilities in key markets for the
business. I’m delighted that Pablo will lead this initiative; his extensive
experience puts Allfunds in a strong position to meet changing investor demands
in the current environment. Under his leadership, a growing team of experienced
professionals will unlock our clients’ access to alternative and private
markets, while simultaneously growing our assets under administration in this
space.”

 

Pablo Sanz continued, “I am excited to join Allfunds at a time when the
alternatives market is growing exponentially, with strong demand for illiquid
strategies from our wealth management clients in particular as they look to
diversify their portfolios. Allfunds is committed to leading the transformation
of the distribution of alternative funds, helping fund managers broaden their
investor base and providing our clients with better access to assets capable of
delivering strong portfolio returns.”

Jun 8, 2023
Corporate

Allfunds and Endowus partnership

HONG KONG, June 6, 2023 – Endowus, Hong Kong and Singapore’s leading B2C digital
WealthTech platform, and Allfunds (AMS:ALLFG), a prominent global B2B WealthTech
company for the funds industry, have joined hands to bring individual and
institutional investors access to top-tier investment products in a timely and
cost-effective manner, via a seamless and digitally-enabled experience.

Endowus has developed a unique, proprietary fund brokerage platform to support
its no-fee, zero commission business model in Hong Kong. This platform is a
testament to Endowus' commitment to technology and innovation. Its primary
strength lies in its speed, accuracy, transparency, and capacity to process
numerous investment orders simultaneously, and on a large scale.

Allfunds is an instrumental partner in this endeavour, providing its digital
fund distribution capabilities to enhance the platform's operations. The
seamless integration of Allfunds’ features with Endowus' multi-broker,
multi-currency, and multi-asset class platform is a win-win partnership,
harnessing the strengths of both parties to improve and optimise financial
transactions.

This partnership with Allfunds has enabled Endowus to expertly curate and
swiftly onboard investment funds from a large universe of fund houses available
on the Allfunds platform, bypassing the onerous process of negotiating
individual distribution agreements with each fund manager. This streamlined
digital process reduces the lengthy onboarding procedure involving due diligence
and operational set-ups, to achieve business velocity and scalability. The
connectivity and accessibility of Allfunds’ digital infrastructure enhances
Endowus’ ability to provide its clients with a seamless and digitised experience
through various investment lifecycles.

As a full-service wealth management platform, one of Endowus’ signature
offerings in Singapore and Hong Kong is its self-serve fund platform, also known
as Fund Smart, where clients can choose to invest in single mutual funds, or
build multi-fund portfolios. By integrating with Allfunds, investors in Hong
Kong have access to over 160 curated funds managed by 50 global managers in both
the public and private markets, across asset classes including cash and money
market, fixed income, equity, multi-asset, commodities, private equity, hedge
funds and alternatives.

Welcoming the new collaboration, Sebastien Chaker, Head of Hong Kong at
Allfunds, said: "We are delighted to be partnering with Endowus in Hong Kong,
providing them with the agility to add new fund products to their distribution
shelves in a rapid, compliant and cost-effective way.  Our collaboration allows
Endowus to focus on curating the funds and delivering a superior digital
investment experience to their customers, while Allfunds ensures seamless and
cost-effective access to these funds in a fully digital environment.”

Steffanie Yuen, Managing Director and Head of Hong Kong, Endowus, added:
"Endowus believes in the power of technology to provide Hong Kong investors with
a next-generation wealth management experience that is digitally seamless,
conflict-free, and transparent. Working with Allfunds has enabled us to offer
investors an enhanced client experience where speed and low friction are
favoured, while also providing broader access to best-in-class funds at a low
and fair fee."

Endowus' proprietary wealthtech platform—designed for compatibility across
multiple regions, counterparties, and regulatory markets—expertly integrates
with Allfunds' broad universe of over 100,000 fund products from more than 3,000
fund houses globally.

This collaboration underpins Endowus' client-first philosophy, and its
commitment to delivering institutional-grade services and investment
solutions—at the lowest achievable cost. It also reinforces Allfunds' dedication
to providing a global ecosystem and localised solutions to clients in Asia,
helping investors address business challenges and uncover investment
opportunities.

Endowus is Hong Kong’s first fee-only, non-commission-based digital wealth
management platform. The firm does not receive any sales commissions and
provides an industry-first 100% cashback on trailer fees to its clients. This
allows Endowus to remain independent and conflict-free when serving in its
clients’ best interest as their trusted fiduciary advisor.

Jun 6, 2023
Corporate
Financial

1Q 2023 Trading update

London/Madrid/Amsterdam - Allfunds Group plc (“Allfunds”) (AMS: ALLFG) one of
the world´s leading B2B WealthTech platforms for the fund industry, offering
fully integrated solutions for both fund houses and distributors, today releases
a trading update for the first-quarter period ended 31 March 2023.



Learn more here

Apr 20, 2023
Corporate

ALLFUNDS AND LÄNSFÖRSÄKRINGAR ANNOUNCE PARTNERSHIP

Stockholm/Madrid, 18 April 2023 – Allfunds, one of the leading B2B WealthTech
platforms for the funds industry, announces a partnership with Länsförsäkringar
Fondliv, the leading independent Swedish mutual insurance company.

The partnership will provide Länsförsäkringar access to the Allfunds platform
and unlock a universe of more than 130,000 funds for dealing and trading,
equipped with tools and screeners to navigate what is one of the largest mutual
fund offerings available today under a single provider. Additionally, through
Allfunds’ digital ecosystem, Allfunds Connect, Länsförsäkringar will also
benefit from a single integrated base from which to navigate the extensive
mutual fund offering and easily compare them based on performance, risk metrics
or ESG scoring. Lastly, they will also have access to a live information
financial markets portal, regulatory and legal documentation hub, as well as an
insights space with the latest insights from top Fund Houses.

For Länsförsäkringar this is a step further in their digital transformation that
will bring efficiencies to its daily operations, benefits that will directly
translate to their customers through an improved delivery and a competitive
range of products and investment options.

With this partnership, Allfunds reinforces its position as the leading fund
distribution platform in the Nordics region with assets under administration in
excess of €70bn and contracts with 48 distributors. Since the acquisition of NFM
in 2019, assets under administration have grown significantly from €14bn, as
well as, contracts with distributors which were previously 20. This comes as a
result of Allfunds’ commitment to the region and its ability to become a trusted
partner to major local financial institutions.

 

Mattias Hammarqvist, Head of Sweden Allfunds, said: “We are delighted that LF
Fondliv has chosen Allfunds as its partner platform for fund management and are
eager to deliver our top solutions and prove why we are a global leader while
maintain our local commitment to our partners by offering superior on the
ground, local service.”

Fredrik Källström, head of Pension Investment Offer, of Länsförsäkringar
Fondliv, added: “We always have the customers' needs in focus. We believe
Allfunds shares our commitment to quality, service delivery and customer
service, all things we pride ourselves upon. As a cooperative trust is a key
component of our business relationships and having Allfunds supporting us with
their wide network but also local proximity was instrumental to our decision to
partner with them.”

Apr 19, 2023

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