Citi Wealth partners with Allfunds to improve and expand its fund offerings
1 JUL, 2025
Citi Wealth has signed an agreement with Allfunds to leverage its technological platform with the aim of offering greater agility and efficiency in the execution of operations for its clients. The innovative Allfunds platform will streamline the execution, settlement, and reconciliation of operations processes.
In addition, as a new sub-distributor of Allfunds, Citi Wealth will use all the functionalities of the platform to expand access to third-party investment products.
Citi Wealth plans to launch these services for Citi Private Bank clients in EMEA by the end of this year, and other regions are expected to benefit from Allfunds' capabilities in 2026 and 2027. This alliance is part of Citi Wealth's broader effort to offer a leading investment proposition for its clients in different regions and segments.
We are committed to establishing strong partnerships with top-tier providers to drive growth and innovation across the Citi Wealth division. Our collaboration with Allfunds is an important step in our effort to strengthen and simplify the business, and improve the experience for both clients and our bankers.
Daniel O’Donnell, Head of Alternatives and Solutions for Investment Managers at Citi Wealth
Citi Wealth brings a wealth of experience in client solutions and wealth management. This collaboration strengthens our position as a reference technology partner for top-tier firms like Citi, helping them adapt to market changes and continue to offer the exceptional service their clients expect.
Gianluca Renzini, Commercial Director of Allfunds
