Company Overview

AlTi Global, Inc. is a global wealth and alternatives platform that provides wealth management, investment advisory, outsourced chief investment officer (OCIO), family office, and alternative investment solutions to high-net-worth individuals, family offices, foundations, endowments, and institutional investors. The company operates within the financial services and asset management industries, with a business model centered on advisory fees, investment management fees, and alternative investment platform revenues. AlTi was formed through the combination of Alvarium Investments Limited and Tiedemann Group, and became publicly traded on Nasdaq under the ticker ALTI following a business combination transaction completed in 2023.

The company’s primary business lines include private wealth management, institutional advisory services, and access to alternative investment opportunities across private equity, venture capital, real assets, hedge funds, and co-investments. AlTi positions itself as an independent fiduciary-focused platform serving ultra-high-net-worth and institutional clients seeking integrated global investment capabilities. Its strategic positioning is based on combining multi-family office services with institutional-quality alternatives access and cross-border advisory capabilities. Historically, both predecessor organizations expanded through acquisitions and strategic partnerships, contributing to AlTi’s globally diversified advisory platform.

Business Operations

AlTi organizes its operations primarily around integrated wealth and asset management activities. Its core revenue streams include recurring advisory fees based on assets under management or advisement, performance-related income from certain alternative investment strategies, and consulting-related revenues. The company serves clients through a combination of discretionary portfolio management, financial planning, outsourced CIO services, and access to proprietary and third-party alternative investment opportunities. Its operations span both domestic and international markets, with a notable presence in North America, Europe, the Middle East, and Asia.

The company controls a range of advisory and investment capabilities through subsidiaries and affiliated operating entities, including businesses associated with legacy Tiedemann Advisors, Alvarium, and related investment platforms. AlTi has emphasized technology-enabled reporting, customized portfolio construction, and global manager selection as part of its client offering. The firm has also maintained relationships with private investment managers, institutional capital partners, and strategic co-investment networks to broaden client access to alternative assets and private markets.

Strategic Position & Investments

AlTi’s strategic direction has focused on expanding its global wealth and alternatives platform through selective acquisitions, integration of advisory businesses, and growth in private markets capabilities. The company has pursued scale in ultra-high-net-worth advisory and institutional investment services while emphasizing recurring fee-based revenues. Public disclosures and investor materials indicate a focus on increasing assets under management and advisement, broadening geographic reach, and enhancing cross-border client service capabilities.

The company has also invested in expanding access to alternative investment sectors such as private credit, venture capital, real assets, and hedge fund strategies. Its broader platform includes interests and relationships connected to specialized investment vehicles and advisory partnerships. AlTi’s acquisition and integration strategy has included combining regional advisory firms and expanding international wealth management capabilities, particularly in markets where demand for independent fiduciary advisory services and alternatives exposure has increased.

Geographic Footprint

AlTi operates across multiple international financial centers, with headquarters in New York, United States. The company maintains operations and advisory capabilities across North America, Europe, the Middle East, and parts of Asia, serving a globally diversified client base that includes wealthy families, entrepreneurs, foundations, and institutions. Its international structure reflects the historical footprints of both Alvarium and Tiedemann prior to their combination.

The company’s market presence includes offices and operational activity in major financial hubs such as London, New York, Monaco, Singapore, and other global wealth centers. AlTi’s international footprint supports cross-border wealth structuring, global manager access, and institutional advisory services. The company has also pursued international investment relationships and strategic expansion initiatives designed to increase exposure to private markets and globally mobile client segments.

Leadership & Governance

AlTi’s leadership team combines executives from wealth management, institutional investing, and global financial advisory backgrounds. The company has emphasized a client-centric and fiduciary-oriented operating philosophy focused on long-term capital preservation, customized investment strategies, and access to institutional-quality opportunities. Leadership communications and public filings have highlighted integration, global expansion, and alternatives platform growth as central strategic priorities.

Key executives include:

• Michael Tiedemann – Chief Executive Officer and Executive Chairman
• Alan Z. Schwartz – Executive Chairman
• Alyssa Barry – Chief Financial Officer
• Kevin Moran – President
• Monica S. Arora – Chief Legal Officer and Corporate Secretary

Leadership and governance information has been publicly disclosed through SEC filings, company investor presentations, and Nasdaq-related corporate disclosures. Some executive responsibilities and organizational structures may evolve as integration initiatives and strategic expansion continue.