Company Overview

AlTi Global, Inc. is a publicly traded global wealth and asset management firm that provides fiduciary-based advisory services to ultra-high-net-worth (UHNW) individuals, families, family offices, foundations, and endowments. The company operates at the intersection of wealth management, asset management, and family office services, with a focus on delivering integrated financial solutions that encompass investment advisory, alternative investments, tax and estate planning coordination, and philanthropic advisory.

The company’s primary revenue drivers are advisory and management fees derived from assets under management (AUM) and assets under advisement (AUA), as well as performance-based fees tied to alternative investment strategies. AlTi Global positions itself as an independent, conflict-aware advisor with an “open architecture” investment platform, allowing access to both proprietary and third-party investment opportunities. The firm traces its origins to multi-family office businesses and alternative investment platforms that were consolidated over time, culminating in its public listing in 2022 through a business combination with a special purpose acquisition company (SPAC), after which it began trading under the ticker ALTI.

Business Operations

AlTi Global conducts its business primarily through two operating segments: Wealth Management and Asset Management. The Wealth Management segment provides discretionary and non-discretionary investment advisory services, family office solutions, and trust-related advisory services to UHNW clients. This segment generates revenue largely through recurring advisory fees based on client assets, emphasizing long-term client relationships and customized portfolio construction.

The Asset Management segment focuses on alternative investment strategies, including private equity, private credit, real assets, and hedge fund solutions, offered through commingled funds and bespoke structures. AlTi controls and operates a range of investment vehicles and advisory platforms, including subsidiaries such as AlTi Tiedemann Global, AlTi Tiedemann Trust Company, and AlTi Global Alternatives. The firm operates with both domestic and international clients and maintains strategic relationships with asset managers and investment sponsors rather than relying on proprietary product distribution alone.

Strategic Position & Investments

AlTi Global’s strategic direction centers on scaling its UHNW advisory platform, expanding alternative investment offerings, and selectively acquiring advisory firms and investment managers that enhance geographic reach or specialized expertise. Growth initiatives have included both organic advisor recruitment and inorganic expansion through acquisitions of multi-family offices and boutique asset managers, with a focus on maintaining a fiduciary culture and integrated operating model.

The company has made notable investments in alternative asset platforms and advisory capabilities that broaden its exposure to private markets and differentiated investment strategies. Its portfolio includes wholly owned and majority-owned subsidiaries that support wealth advisory, trust services, and alternative investment management. AlTi has emphasized emerging areas such as private credit and customized private market solutions, reflecting increased client demand for diversification beyond traditional public markets. Where disclosures lack specificity on individual minority investments, data inconclusive based on available public sources.

Geographic Footprint

AlTi Global is headquartered in New York, United States, and maintains a significant presence across North America and Europe. Its U.S. operations span major wealth centers, including New York, California, Florida, and Massachusetts, serving a nationally distributed UHNW client base.

Internationally, the firm has established operations and advisory teams in Europe, including the United Kingdom and Continental Europe, and maintains an investment and client presence in parts of Asia-Pacific. While the majority of assets and revenues are derived from the United States, international offices play a strategic role in serving globally mobile families and sourcing alternative investment opportunities across multiple regions.

Leadership & Governance

AlTi Global is led by an executive team with backgrounds in multi-family office management, alternative asset management, and institutional finance. The leadership emphasizes a fiduciary-first philosophy, long-term client alignment, and disciplined growth through integration rather than product sales. Governance practices follow U.S. public company standards, with oversight by a board of directors and compliance with SEC filings and reporting requirements.

Key executives include:

• Michael Tiedemann – Chief Executive Officer
• Vincent Daniel – Chairman of the Board
• David B. Leuschen – Chief Investment Officer
• Anshu Jain – President
• John McGovern – Chief Financial Officer
• Jason Lazarus – Chief Operating Officer

The leadership team’s strategic vision focuses on building a globally scaled, independent wealth and asset management platform designed specifically for the complex needs of UHNW clients, while preserving the advisory-centric culture of its legacy firms.