AlTi Global, Inc. is a New York-based wealth and asset management firm providing discretionary investment management, non-discretionary investment advisory services, and trust administration across the United States, United Kingdom, and select international markets. The company offers comprehensive family office services including bookkeeping, back office support, private foundation management, estate and wealth planning, family governance education, and philanthropic advisory. It also provides ancillary fund management services such as centralized marketing, product development, sales execution, and investor relations support to external money managers.
The company operates through two primary segments: Wealth & Capital Solutions and International Real Estate. The Wealth & Capital Solutions segment encompasses its core wealth management, trust, family office, and fund management service offerings. The International Real Estate segment provides co-investment and fund management services focused on real estate opportunities, alongside an alternatives platform designed to assist money managers in developing their fund management operations.
AlTi Global employs approximately 490 full-time staff and maintains a market capitalization of $0.7 billion. The company was incorporated in Delaware and is listed on the Nasdaq exchange. It was formerly known as Alvarium Tiedemann Holdings, Inc., adopting its current name in April 2023.
Fiscal years are as reported by the company and may not align with the calendar year. For example, Apple's FY 2024 ends in September 2024.
| Fiscal Year | EPS Diluted | EPS Basic | YoY | |
|---|---|---|---|---|
| 2024 | $-1.59 | $-1.59 | +40.0% | |
| 2023 | $-2.65 | $-2.65 | — | |
| 2022 | — | — | — | |
| 2021 | — | — | — |