AlTi Global, Inc. (ALTI)

NASDAQ: ALTI · IEX Real-Time Price · USD
5.66
+0.35 (6.59%)
At close: Mar 28, 2024, 4:00 PM
5.40
-0.26 (-4.59%)
After-hours: Mar 28, 2024, 5:26 PM EDT

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.

AlTi Global, Inc.
AlTi Global logo
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
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
Lily Arteaga Head of Investor Relations
Colleen Ann Graham Global General Counsel
Claire Verdirame Chief Marketing Officer
Alison Trauttmansdorff Chief Human Resources Officer
Jed Emerson Chief Impact Officer
Laurie A. Birrittella Chief Administration Officer of Asset Management
Craig Lindsay Smith J.D. Chair of Global Wealth Management and Director

Latest SEC Filings

Date Type Title
Mar 28, 2024 PRE 14A Other preliminary proxy statements
Mar 27, 2024 8-K Current Report
Mar 22, 2024 8-K Current Report
Mar 22, 2024 10-K Annual Report
Mar 22, 2024 8-K Current Report
Mar 18, 2024 NT 10-K Notification of inability to timely file Form 10-K 405, 10-K, 10-KSB 405, 10-KSB, 10-KT, or 10-KT405
Mar 15, 2024 8-K Current Report
Feb 23, 2024 424B3 Prospectus
Feb 23, 2024 8-K Current Report
Feb 22, 2024 424B3 Prospectus