AlTi Global Inc.

2.89
-0.15 (-4.93%)
At close: Apr 03, 2025, 3:09 PM

Company Description

AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States and internationally.

The company offers discretionary investment management, non-discretionary investment advisory, trust, and administration services, as well as family office services comprising wealth transfer planning, multi-generational education planning, wealth and asset strategy, trust and fiduciary, chief financial officers and outsourced family office, philanthropy, and lifestyle and special projects services.

It also provides merchant banking services, such as merger and acquisition advisory, corporate broker, private placements, public company and initial public offering advisory, strategic advisory, independent board advice, and structured finance advisory services; and corporate advisory, brokerage, and placement agency services to entrepreneurs and companies.

The company offers investment strategy, asset allocation, investment manager selection, risk management, portfolio construction and implementation, and reporting.

In addition, it manages or advises in combined assets; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds; and invests in and supports financial services professionals, as well as provides impact investing advisory, investment manager selection, monitoring, and due diligence services.

Further, the company offers coordination of legal-related and strategic business planning, wealth transfer planning, estate planning, research on trustee placement and multi-generational education planning, administrative, tax planning and concierge, and other services.

The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023.

The company is based in New York, New York.

AlTi Global Inc.
AlTi Global Inc. logo
Country United States
IPO Date Apr 27, 2021
Industry Asset Management - Global
Sector Financial Services
Employees 430
CEO Michael Glenn Tiedemann

Contact Details

Address:
520 Madison Avenue
New York, New York
United States
Website https://alti-global.com

Stock Details

Ticker Symbol ALTI
Exchange NASDAQ
Fiscal Year January - December
Reporting Currency USD
CIK Code 0001838615
CUSIP Number 02157E106
ISIN Number US02157E1064
Employer ID 00-0000000
SIC Code 6282

Key Executives

Name Position
Michael Glenn Tiedemann Chief Executive Officer & Director
Claire Verdirame Chief Marketing Officer
Kevin Patirck Moran J.D. President & Chief Operating Officer
Michael William Harrington Chief Financial Officer
Phillip Dundas Chief Technology Officer
Brooke Bayard Connell President of US Wealth Management
Colin Peters Chief Human Resources Officer
Colleen Ann Graham Global General Counsel
Lily Arteaga Head of Investor Relations
Patrick Keenan Chief Accounting Officer

Latest SEC Filings

Date Type Title
Mar 31, 2025 4 Filing
Mar 21, 2025 4 Filing
Mar 20, 2025 4 Filing
Mar 20, 2025 4 Filing
Mar 20, 2025 4 Filing
Mar 20, 2025 4 Filing
Mar 20, 2025 4 Filing
Mar 18, 2025 3 Filing
Mar 17, 2025 10-K Annual Report
Mar 13, 2025 8-K Current Report