Technology AJ Bell extends its partnership with Amundi and selects Amundi Technology to enhance portfolio manag

Amundi, the leading European Asset Manager and AJ Bell, one of the largest investment platforms in the UK, widen their partnership as AJ Bell has chosen the ALTO Investment platform from Amundi Technology to streamline its portfolio management processes and support its ambitious growth plans.

AJ Bell Investments, known for its wealth management solutions catering to the needs of retail investors as well as high-net-worth individuals and institutional clients, recognised the need for a robust and scalable system to support its growth plans as assets under management reached £7.5 billion as at its last trading update.

Amundi Technology is set to address these challenges by offering a portfolio management system that integrates seamlessly with AJ Bell's existing operations. The key benefits of this partnership include:

  • Enhanced Efficiency: By transitioning from manual processes to an automated system, AJ Bell will significantly improve operational efficiency.
     
  • Scalability: The new solution will provide AJ Bell with the flexibility to scale its operations as it grows, ensuring it can meet the increasing demands of its clients.
     
  • Integrated Services: AJ Bell will benefit from a unified operating model that combines technology, data management and dealing services, allowing for a more streamlined and cost-effective approach to portfolio management.

Contact

Corentin Henry

Head of Press Relations and Social Media
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About Amundi

Amundi, the leading European asset manager, ranking among the top 10 global players1, offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. This offering is enhanced with IT tools and services to cover the entire savings value chain. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €2.3 trillion of assets2.

With its six international investment hubs3, financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.

Amundi clients benefit from the expertise and advice of 5,600 employees in 35 countries.

Amundi, a trusted partner, working every day in the interest of its clients and society

www.amundi.com    

Footnotes

  1. Source: IPE "Top 500 Asset Managers" published in June 2024 based on assets under management as of 31/12/2023
  2. Amundi data as at 31/03/2025
  3. Paris, London, Dublin, Milan, Tokyo and San Antonio (via our strategic partnership with Victory Capital)