Company Description
AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States, the United Kingdom, and internationally.
It operates through two segments, Wealth Management and Strategic Alternatives. The company offers discretionary investment management, non-discretionary investment advisory, and investment management and advisory services.
It also provides trust and administration services, such as entity formation and management; creating or modifying trust instruments and administrative practices to meet beneficiary needs; corporate, trustee-executor, and fiduciary services; provision of directors and company secretarial services; administering entity ownership of intellectual property rights; advisory and administration services in connection with investments in marine and aviation assets; and administering entity ownership of fine art and collectibles.
In addition, the company offers family office services comprising bookkeeping and back office services, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services.
It also provides ancillary fund management services, including investments, financial planning and strategy, sales and marketing, and back and middle office infrastructure and administration.
The company offers strategic advisory, corporate advisory, brokerage, and placement agency services; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds, as well as alternatives platform.
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.
| Country | United States |
| Founded | 2020 |
| Industry | Asset Management |
| Sector | Financials |
| Employees | 480 |
| CEO | Michael Glenn Tiedemann |
Contact Details
Address: 520 Madison Ave, 21st Floor New York, New York 10022 United States | |
| Phone | 212-461-6363 |
| Website | 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 |
| SIC Code | 6282 |
Key Executives
| Name | Position |
|---|---|
| Michael Glenn Tiedemann | Chief Executive Officer and Director |
| Stephen D. Yarad | Chief Financial Officer and Treasurer |
| Nancy Ann Curtin | CIO and Director |
| Spiros Maliagros | Head of Alternatives and Director |
| Brooke Bayard Connell | President of US Wealth Management |
| Kevin Patirck Moran J.D. | President and Chief Operating Officer |
| Lily Arteaga | Head of Investor Relations |
| Colleen Ann Graham | Global General Counsel |
| Claire Verdirame | Chief Marketing Officer |
| Jed Emerson | Chief Impact Officer |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Jul 16, 2024 | 144 | Filing |
| Jul 15, 2024 | 144 | Filing |
| Jul 9, 2024 | 144 | Filing |
| Jul 2, 2024 | 144 | Filing |
| Jul 1, 2024 | 8-K | Current Report |
| Jul 1, 2024 | 8-K | Current Report |
| Jun 21, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Jun 12, 2024 | 8-K | Current Report |
| Jun 3, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Jun 3, 2024 | 8-K | Current Report |