Headquartered in New York, NY Fiscal year ends December NASDAQ: ALTI alti-global.com
AlTi Global (Alvarium Tiedemann Holdings) is an independent global wealth manager focused on ultra-high-net-worth (UHNW) families and individuals, entrepreneurs, multi-generational families, family offices, foundations, endowments and institutional investors. It manages or advises on approximately $95 billion in combined assets, including about $52 billion of AUM. It serves roughly 830 clients with an average AUM of about $60 million per client and a minimum of roughly $25 million in investable assets.
Services include investment advisory (traditional, alternatives and impact), outsourced CIO (OCIO), family office services, estate and wealth planning, trust and fiduciary services, governance and education, and philanthropy advisory. It has about $6 billion committed to impact strategies.
Revenue is predominantly recurring management/advisory fees calculated as a percentage of AUM/AUA. Additional income comes from incentive fees on its Event-Driven merger arbitrage platform and from distributions on its economic interests in External Strategic Managers (Real Estate Bridge Lending, European Long Short Equities, and Asian Credit and Special Situations).
The firm has about 450 professionals across 19 offices in 9 countries, including the U.S., UK, Switzerland, Italy, Germany, France, Portugal, Singapore and Hong Kong. A centralized international operations hub sits in Lisbon. Its wealth management AUM is split roughly 70% U.S. and 30% non-U.S.
AlTi has grown through acquisitions including Threshold Group, Holbein, AI Wealth, Albacore, East End Advisors, Pointwise, Envoi and Kontora. It has divested or wound down asset management businesses, including its international/UK real estate business, which was placed into administration in July 2025 and is reported as discontinued operations. It now reports as a single operating segment.
In 2024 it received a strategic investment of up to $450 million from Allianz X and Constellation Wealth Capital (CWC) through common stock and convertible preferred stock to fund M&A, international expansion and efficiency initiatives. Updated
Incentive fees essentially vanished, falling to $28,000 from $2.44 million a year earlier, pulling revenue below the $65.8 million consensus. A $7.1 million unrealized loss on an external manager stake turned a profit estimate into a second straight quarterly loss, and cost cuts came with no numeric guidance.
AlTi Global (Alvarium Tiedemann Holdings) is an independent global wealth manager focused on ultra-high-net-worth (UHNW) families and individuals, entrepreneurs, multi-generational families, family offices, foundations, endowments and institutional investors.
The Wall Street consensus 12-month price target for ALTI is $9.00.