PIMFA Senior Leadership Summit 2024

Our purpose is to help our clients and our colleagues succeed, creating sustainable value.

To be leading business advisers, recognised for our insight and our outstanding commitment to clients, and for being the place where talented people want to work.

Our Cultural Principles represent our shared commitment to each other, our clients and our communities. They describe the way in which we work together to deliver our strategy, achieve our vision and fulfil our purpose.

We are approachable, open minded and inclusive. We take time to listen and understand and we value and respect others’ abilities, contribution and views. We are trusted, appreciated as individuals and embraced as part of a team.

We share knowledge and insights and encourage constructive debate and challenge. We work collaboratively to generate new ideas and provide imaginative solutions.

We act with integrity and are relentless in our pursuit of quality and excellence. We are confident and empowered to do our best for our clients, our colleagues and ourselves, to deliver whatever the challenge.

We have clarity of purpose, objectives, roles, reward and lines of communication. We are transparent and straightforward in our behaviour and intent.

We offer full service legal and commercial solutions to the financial services sector, covering all key areas of expertise including: Regulatory, Commercial & Distribution, Investigations, Employment (non-financial misconduct, culture, HR), Corporate, Cyber & Breach Response, Data Protection, Dispute Resolution, Governance & Compliance, and FinTech.

One of the leading B2B WealthTech platforms for the funds industry, offering fully integrated solutions for both Fund Houses and Distributors. Allfunds has built and continues to evolve an ecosystem that covers the entire fund distribution value chain and investment cycle, with solutions including dealing and execution, data and analytics tools, RegTech, ESG screening, and portfolio monitoring. It remains the sole fully integrated one-stop-shop in the industry.

Allfunds spans the globe with 17 offices covering all major financial markets, with assets under administration of nearly €1.3 trillion, representing over 3,000 fund groups and working with over 860 distributors in 62 countries.
Allfunds Group has a local presence in Bogotá, Dubai, Hong Kong, London, Luxembourg, Madrid, Miami, Milan, Paris, Santiago, Sao Paulo, Shanghai, Singapore, Stockholm, Valencia, Warsaw, Zurich.

Capital markets
More retail investors. The transition to low-carbon economies. Infrastructure investments in growing markets. For those who reinvent, constant change is constant opportunity.

Segments we support
- Investment banking
- Wealth management
- Asset management
- Private equity
- Market infrastructure