The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients.

Allfunds
Allfunds, a B2B wealthtech platform for the fund industry, has just launched its newest distribution innovation for fund houses – Allfunds Navigator.

Allfunds Navigator uses real-time data, artificial intelligence, and machine learning to help users identify new opportunities, key market entry points, and where dry powder is ready to move, the firm said in a statement. Drawing from a data pool of over €4.5 trillion ($4.76 trillion) in assets within the fund market, this tool bridges the gap between raw data and clear, strategic action, supporting users to stay ahead of market trends and maximise their impact.

It is targeted at sales teams, simplifying prospecting by pinpointing high-potential distributors and markets, uncovering untapped market potential, and saving time and effort. It is also aimed at analysts, providing customisable data insights to refine strategies and uncover hidden opportunities.

Allfunds Navigator doesn’t predict the future; it lets users leverage the present as it unfolds, with precision, the firm continued. Designed to connect users with the right opportunities, it provides the insights to drive success, uncover hidden potential, and gain an advantage in today’s evolving market.

“Allfunds is more than a platform – we’re a partner for growth. Our Allfunds Navigator tool exemplifies this commitment, offering our clients a solution that evolves with their needs and simplifies their challenges, helping them thrive in an increasingly complex and competitive market,” Andreas Pfunder, head of data analytics for Allfunds, said.

“With Allfunds Navigator, we’re not just offering another tool – we’re delivering the power of real-time intelligence and AI, enabling our clients to see what others miss and act faster than ever before,” Juan de Palacios, chief strategy and product officer at Allfunds, added.

GSB
Financial services group GSB has just launched the GSB FutureOf Fund I to invest in disruptive, early-stage businesses following increasing demand from clients for alternative investment opportunities.

GSB’s first fund launch marks a step towards establishing itself as a one stop shop for high net worth individuals and private clients. Investors in the FutureOf Fund will have access to companies that would otherwise be out of reach, due to accessibility or minimum investment sizes, the firm said in a statement.

The Dubai Financial Services Authority (DFSA) regulated fund, which will be part of the GSB Capital division, is a UK and Europe, Middle East and Africa (EMEA) focused co-investment vehicle; it will offer investments in various impactful sectors, particularly those undergoing technological innovation. The core focus will be on opportunities that are highly disruptive to their respective verticals and will include sectors such as artificial intelligence and data, climate tech, FinTech, food and agriculture, HealthTech, gaming and commerce.

The FutureOf Fund is a $50 million closed ended fund which will co-invest alongside large institutional global investors, helping to reduce risk and increase liquidity options, the firm added. Typical investments will be between $500,000 to $3 million in companies across EMEA. It will be available to professional high net worth clients globally, with at least $1 million in investable assets (excluding those in the US). The minimum investment is $100,000, with an eight-year lock-up.

As part of the launch, GSB said it has hired Beth Bell as director of GSB Capital. She has a background in finance, spanning chief financial officer roles in family offices, high-growth startups and scale-ups, alongside various strategic and financial consulting positions. Bell started her career at Mazars, working with a range of clients across audit, consulting and advisory service lines. Bell will run the fund alongside Grant Bergman, global head of GSB Capital, and Michanne Steenbergen, senior associate at GSB Capital.

“This global fund opens doors for investors worldwide (excluding the US), to access diverse, high-quality opportunities. As GSB’s first of many planned funds, it sets the stage for our vision to create inclusive, world-class investment vehicles that cater to an international clientele,” Bergman said.