AlTi Global Business Summary

AlTi Global, Inc. (ALTI) is a leading independent global wealth and alternatives manager that generates the vast majority of its revenue—approximately 99% as of early 2026—through recurring management, advisory, and administration fees. Its operations are primarily organized under the Wealth & Capital Solutions segment, which provides discretionary investment management, non-discretionary advisory, and family office services to ultra-high-net-worth (UHNW) individuals and institutional clients. The firm recently streamlined its business model by divesting its International Real Estate holdings to focus on high-margin wealth advisory and proprietary alternative investment strategies. Positioned against direct competitors such as Ameriprise Financial (AMP), WisdomTree (WT), and P10, Inc. (PX), AlTi occupies a unique market niche as a "pure-play" publicly traded wealth management platform specifically tailored for the complex needs of the global UHNW segment. The company is led by CEO Michael Tiedemann, a pioneer in the wealth management space who founded Tiedemann Advisors in 1999 before orchestrating the 2023 merger with Alvarium Investments that created the current entity. The executive suite includes President and COO Kevin Moran, CFO Michael Harrington, and Chief Technology Officer Phillip Dundas, alongside Global CIO Nancy Curtin, who brings extensive experience in multi-asset portfolio construction. AlTi’s institutional pedigree is reinforced by its Board of Directors, chaired by former BNY Mellon Vice Chairman Timothy Keaney, and its strategic backing from major investors Allianz SE and Constellation Wealth Capital. These partners have provided substantial capital infusions, including a $450 million commitment in 2024, to support the firm’s ongoing global M&A strategy and expansion across the U.S., Europe, and Asia.