Company Description
AlTi Global, Inc. provides wealth and asset management services in France, Hong Kong, Italy, Portugal, Singapore, Switzerland, the United Kingdom, the United States, the United Kingdom, and internationally.
The company offers discretionary investment management and non-discretionary investment advisory services.
Its trust services include creating or modifying trust instruments and acts 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, 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 was founded in 1980 and is based in New York, New York.
| Country | United States |
| Founded | 2020 |
| Industry | Asset Management |
| Sector | Financials |
| Employees | 490 |
| CEO | Nancy Curtin |
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 | 1838615 |
| CUSIP Number | 02157E106 |
| ISIN Number | US02157E1064 |
| SIC Code | 6282 |
Key Executives
| Name | Position |
|---|---|
| Nancy Curtin | Global Chief Investment Officer, Interim Chief Executive Officer and Director |
| Kevin Patirck Moran | President and Chief Operating Officer |
| Colleen Ann Graham | Chief Legal, Compliance and Risk Officer |
| Michael William Harrington | Chief Financial Officer |
| Patrick Keenan | Chief Accounting Officer |
| Phillip Dundas | Chief Technology Officer |
| Lily Arteaga | Head of Investor Relations |
| Claire Verdirame | Chief Marketing Officer |
| Craig Lindsay Smith | Chair of Global Wealth Management |
| Brooke Bayard Connell | President of US Wealth Management |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| May 11, 2026 | 10-Q | Quarterly Report |
| May 11, 2026 | 8-K | Current Report |
| May 7, 2026 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| May 1, 2026 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Apr 30, 2026 | ARS | Filing |
| Apr 30, 2026 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Apr 30, 2026 | DEF 14A | Other definitive proxy statements |
| Apr 24, 2026 | SCHEDULE 13G/A | Filing |
| Apr 2, 2026 | SCHEDULE 13D/A | Filing |
| Mar 31, 2026 | 10-K | Annual Report |