AlTi Global(NASDAQ) ALTI

AlTi Global, Inc. helps wealthy families and institutions manage money. It provides advice on investing, legal structures, and charitable giving. These services help clients navigate financial rules across different countries.

Managing Billions for Private Clients

• Wealth Management: Specialized investment and fiduciary services for ultra-high-net-worth clients; includes both discretionary and non-discretionary accounts.
• Alternatives Platform: Access to private investment funds focused on strategies like real estate lending, credit, and private equity.
• Merchant Banking: Strategic financial advice for entrepreneurs; covers corporate mergers, acquisitions, and raising capital for growth.
• Trust Services: Administration and fiduciary oversight for complex family estates that operate across international borders.

Strategic Mergers and Growth

• Purchased the wealth management firm Kontora on April 30, 2025, to expand its international operations.
• Acquired East End Advisors on April 1, 2024, for a total consideration of approximately $93.1 million.
• Secured a $250 million investment from Allianz and $150 million from Constellation in 2024 to support expansion.
• Acquired the assets of Envoi on July 1, 2024, to broaden its reach in the United States.
• Rebranded to AlTi Global in April 2023 following the merger of Alvarium and Tiedemann.

A Network Spanning the Globe

The firm operates with 465 professionals across 19 cities in nine countries as of June 30, 2026. This extensive network enables the company to manage complex financial needs for clients with cross-border interests.

The Latest Financial Snapshot

• Total revenues increased by $21.7 million to $131.1 million for the six-month period ended June 30, 2026.
• Management and advisory fees reached $106.3 million during the first half of 2026.
• Assets under administration, which include managed and overseen funds, totaled $96.0 billion as of June 30, 2026.
• The company reported a net loss from continuing operations of $22.4 million for the six-month period ended June 30, 2026.
• Non-GAAP Adjusted EBITDA, which excludes certain non-cash and one-time expenses, reached $20.3 million in the first half of 2026.

The Final Word

AlTi Global has evolved into a global wealth management partner through focused mergers and acquisitions. Its platform provides sophisticated services to wealthy families and institutions across international borders.