Citi Wealth to Use Allfunds Platform to Provide Enhanced Speed & Execution for Citi Wealth Clients, with 1) Allfunds Platform to Streamline Trade Execution, Settlement & Reconciliation Processes & 2) Citi Becomes a New Sub-Distributor for Allfunds Allowing Citi Wealth to Access 3rd-Party Investments, Target Launch in 2025 for Citi Private Bank in Europe, the Middle East & Africa (EMEA)
3rd July | Hong Kong
Citi Wealth will be using Allfunds platform to provide enhanced speed & execution for Citi Wealth clients, with 1) Allfunds platform to streamline trade execution, settlement & reconciliation processes & 2) Citi becoming a new sub-distributor for Allfunds allowing Citi Wealth to access 3rd-party investments on Allfunds. The Allfunds platform is targeted to launch in 2025 for Citi Private Bank in Europe, the Middle East & Africa (EMEA). Announcement (30/6/25): “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. 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.”
“ Citi Wealth to Use Allfunds Platform to Provide Enhanced Speed & Execution for Citi Wealth Clients, with 1) Allfunds Platform to Streamline Trade Execution, Settlement & Reconciliation Processes & 2) Citi Becomes a New Sub-Distributor for Allfunds Allowing Citi Wealth to Access 3rd-Party Investments, Target Launch in 2025 for Citi Private Bank in Europe, the Middle East & Africa (EMEA) “
Daniel O’Donnell, Citi Head of Alternatives and Investment Manager Solutions: “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.”
Gianluca Renzini, Chief Commercial Officer for Allfunds: “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.”
Citi Wealth to Use Allfunds Platform to Provide Enhanced Speed & Execution for Citi Wealth Clients, with 1) Allfunds Platform to Streamline Trade Execution, Settlement & Reconciliation Processes & 2) Citi Becomes a New Sub-Distributor for Allfunds Allowing Citi Wealth to Access 3rd-Party Investments, Target Launch in 2025 for Citi Private Bank in Europe, the Middle East & Africa (EMEA)
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