Company Description
AlTi Global, Inc. provides wealth and asset management services in the United States, the United Kingdom, and internationally.
It operates in two segments, Wealth & Capital Solutions and International Real Estate. The company offers discretionary investment management and non-discretionary investment advisory services.
Its trust services include creating or modifying trust instruments and acting as fiduciary. In addition, the company offers family office and administrative services comprising bookkeeping and back office, 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.
Further, it provides ancillary fund management services, such as sales and marketing services, which include centralized marketing, strategic positioning, product development, sales planning and execution, investor relations, materials oversight, sales channel, and branding.
Additionally, the company offers international real estate services that comprise real estate co-investment and real estate fund management services; and alternatives platform, which assists money managers in building their fund management businesses.
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 | 430 |
| CEO | Michael Tiedemann |
Contact Details
Address: 22 Vanderbilt Avenue, 27th Floor New York, New York 10017 United States | |
| Phone | 212 396 5900 |
| Website | alti-global.com |
Stock Details
| Ticker Symbol | ALTI |
| Exchange | NASDAQ |
| Stock Type | Common Stock |
| Share Class | Class A Shares |
| 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 |
| Brooke Bayard Connell | President of US Wealth Management |
| Kevin Patirck Moran J.D. | President and Chief Operating Officer |
| Michael William Harrington | Chief Financial Officer |
| Patrick Keenan | Chief Accounting Officer |
| Phillip Dundas | Chief Technology Officer |
| Lily Arteaga | Head of Investor Relations |
| Colleen Ann Graham | Chief Legal, Compliance and Risk Officer |
| Claire Verdirame | Chief Marketing Officer |
| Colin Peters | Chief Human Resources Officer |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Apr 22, 2025 | 4 | Statement of changes in beneficial ownership of securities |
| Mar 31, 2025 | 4 | Statement of changes in beneficial ownership of securities |
| Mar 17, 2025 | 10-K | Annual Report |
| Mar 13, 2025 | 8-K | Current Report |
| Mar 6, 2025 | 8-K | Current Report |
| Feb 26, 2025 | 8-K | Current Report |
| Feb 21, 2025 | 4 | Statement of changes in beneficial ownership of securities |
| Feb 14, 2025 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| Jan 24, 2025 | 4 | Statement of changes in beneficial ownership of securities |
| Jan 15, 2025 | 4 | Statement of changes in beneficial ownership of securities |