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.

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”.