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Financial Services - Asset Management - Global - NASDAQ - US
$ 4.39
-0.903 %
$ 622 M
Market Cap
-2.8
P/E
1. INTRINSIC VALUE

AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States and internationally. The company offers discretionary investment management, non-discretionary investment advisory, trust, and administration services, as well as family office services comprising wealth transfer planning, multi-generational education planning, wealth and asset strategy, trust and fiduciary, chief financial officers and outsourced family office, philanthropy, and lifestyle and special projects services. It also provides merchant banking services, such as merger and acquisition advisory, corporate broker, private placements, public company and initial public offering advisory, strategic advisory, independent board advice, and structured finance advisory services; and corporate advisory, brokerage, and placement agency services to entrepreneurs and companies.[ Read More ]

The intrinsic value of one ALTI stock under the base case scenario is HIDDEN Compared to the current market price of 4.39 USD, AlTi Global, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ALTI

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FINANCIALS
251 M REVENUE
207.36%
-94.1 M OPERATING INCOME
-850.55%
-306 M NET INCOME
-3483.34%
-81.7 M OPERATING CASH FLOW
-8360.65%
-133 M INVESTING CASH FLOW
-3059.19%
36 M FINANCING CASH FLOW
7103.80%
60 K REVENUE
-99.88%
-16 M OPERATING INCOME
-7.07%
-119 M NET INCOME
-1893.21%
-34.6 M OPERATING CASH FLOW
-14.78%
-349 M INVESTING CASH FLOW
-538.63%
0 FINANCING CASH FLOW
0.00%
Balance Sheet Decomposition AlTi Global, Inc.
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Current Assets 185 M
Cash & Short-Term Investments 15.3 M
Receivables 70.4 M
Other Current Assets 99.7 M
Non-Current Assets 1.08 B
Long-Term Investments 180 M
PP&E 50.8 M
Other Non-Current Assets 850 M
Current Liabilities 68.3 M
Accounts Payable 36.8 M
Short-Term Debt 0
Other Current Liabilities 31.5 M
Non-Current Liabilities 410 M
Long-Term Debt 235 M
Other Non-Current Liabilities 175 M
EFFICIENCY
Earnings Waterfall AlTi Global, Inc.
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Revenue 251 M
Cost Of Revenue 204 M
Gross Profit 46.8 M
Operating Expenses 141 M
Operating Income -94.1 M
Other Expenses 212 M
Net Income -306 M
RATIOS
18.67% GROSS MARGIN
18.67%
-37.51% OPERATING MARGIN
-37.51%
-64.81% NET MARGIN
-64.81%
-47.56% ROE
-47.56%
-12.84% ROA
-12.84%
-17.22% ROIC
-17.22%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis AlTi Global, Inc.
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Net Income -306 M
Depreciation & Amortization 17 M
Capital Expenditures -630 K
Stock-Based Compensation 36.7 M
Change in Working Capital -26.2 M
Others 216 M
Free Cash Flow -82.3 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets AlTi Global, Inc.
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Wall Street analysts predict an average 1-year price target for ALTI of $9 , with forecasts ranging from a low of $9 to a high of $9 .
ALTI Lowest Price Target Wall Street Target
9 USD 105.01%
ALTI Average Price Target Wall Street Target
9 USD 105.01%
ALTI Highest Price Target Wall Street Target
9 USD 105.01%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership AlTi Global, Inc.
image
Sold
0-3 MONTHS
703 K USD 2
3-6 MONTHS
449 K USD 2
6-9 MONTHS
230 K USD 3
9-12 MONTHS
0 USD 0
Bought
87.9 K USD 1
0-3 MONTHS
1.73 M USD 4
3-6 MONTHS
647 K USD 3
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
1 month ago
Oct 17, 2024
Sell 6.06 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 1516
4 USD
4 weeks ago
Oct 18, 2024
Sell 25.9 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 6475
4 USD
2 months ago
Sep 17, 2024
Sell 25.8 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 5769
4.47 USD
2 months ago
Sep 10, 2024
Bought 22.7 K USD
IlWaddi Holdings
10 percent owner
+ 5854
3.87 USD
2 months ago
Sep 10, 2024
Sell 2 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 500
4 USD
2 months ago
Sep 11, 2024
Sell 22.4 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 5426
4.13 USD
2 months ago
Sep 09, 2024
Sell 22.7 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 5612
4.04 USD
2 months ago
Sep 05, 2024
Bought 2.29 K USD
IlWaddi Holdings
10 percent owner
+ 603
3.8 USD
2 months ago
Sep 04, 2024
Bought 47.8 K USD
IlWaddi Holdings
10 percent owner
+ 12586
3.8 USD
2 months ago
Aug 27, 2024
Sell 24.5 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 5769
4.25 USD
2 months ago
Aug 20, 2024
Bought 15.1 K USD
IlWaddi Holdings
10 percent owner
+ 3835
3.95 USD
2 months ago
Aug 20, 2024
Sell 550 K USD
Moran Kevin P.
President and COO
- 137500
4 USD
2 months ago
Aug 20, 2024
Sell 23.3 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 5769
4.04 USD
3 months ago
Aug 16, 2024
Sell 10 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 2464
4.07 USD
3 months ago
Aug 15, 2024
Sell 25.2 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 6227
4.05 USD
3 months ago
Aug 15, 2024
Bought 127 K USD
IlWaddi Holdings
10 percent owner
+ 31393
4.05 USD
3 months ago
Aug 14, 2024
Bought 202 K USD
IlWaddi Holdings
10 percent owner
+ 51480
3.92 USD
3 months ago
Aug 13, 2024
Bought 104 K USD
IlWaddi Holdings
10 percent owner
+ 27515
3.79 USD
3 months ago
Aug 13, 2024
Sell 1.87 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 468
4 USD
3 months ago
Aug 09, 2024
Sell 800 USD
Maliagros Spiros
Pres., Strategic Alternatives
- 200
4 USD
3 months ago
Aug 06, 2024
Sell 8.06 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 2000
4.03 USD
3 months ago
Aug 07, 2024
Sell 2.86 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 716
4 USD
3 months ago
Jul 30, 2024
Sell 27.6 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 5769
4.79 USD
3 months ago
Jul 31, 2024
Sell 3.51 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 700
5.01 USD
3 months ago
Jul 26, 2024
Sell 10.3 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 2046
5.04 USD
3 months ago
Jul 25, 2024
Sell 9.02 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 1800
5.01 USD
3 months ago
Jul 23, 2024
Sell 28 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 5769
4.86 USD
4 months ago
Jul 16, 2024
Sell 78.6 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 15528
5.06 USD
4 months ago
Jul 15, 2024
Sell 8.9 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 1779
5 USD
4 months ago
Jul 09, 2024
Sell 25.9 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 5769
4.49 USD
4 months ago
Jul 02, 2024
Sell 27.3 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 5769
4.74 USD
5 months ago
Jun 06, 2024
Bought 94.4 K USD
IlWaddi Holdings
10 percent owner
+ 20000
4.72 USD
5 months ago
Jun 05, 2024
Bought 53.7 K USD
ilWaddi Holdings
10 percent owner
+ 11319
4.74 USD
5 months ago
Jun 04, 2024
Bought 99.8 K USD
ilWaddi Holdings
10 percent owner
+ 20000
4.99 USD
5 months ago
Jun 03, 2024
Bought 120 K USD
Tiedemann Michael
Chief Executive Officer
+ 24652
4.86 USD
5 months ago
Jun 03, 2024
Bought 111 K USD
Tiedemann Michael
Chief Executive Officer
+ 22721
4.87 USD
5 months ago
May 29, 2024
Sell 71.2 K USD
Maliagros Spiros
Pres., Strategic Alternatives
- 14134
5.04 USD
5 months ago
May 23, 2024
Bought 90.4 K USD
Tiedemann Michael
Chief Executive Officer
+ 20000
4.52 USD
5 months ago
May 21, 2024
Bought 92.9 K USD
Tiedemann Michael
Chief Executive Officer
+ 21072
4.41 USD
5 months ago
May 21, 2024
Bought 97.9 K USD
Tiedemann Michael
Chief Executive Officer
+ 22296
4.39 USD
5 months ago
May 20, 2024
Bought 90.6 K USD
Tiedemann Michael
Chief Executive Officer
+ 20000
4.53 USD
5 months ago
May 20, 2024
Bought 91 K USD
Tiedemann Michael
Chief Executive Officer
+ 20000
4.55 USD
6 months ago
May 16, 2024
Bought 280 K USD
Tiedemann Michael
Chief Executive Officer
+ 60000
4.66 USD
6 months ago
May 16, 2024
Sell 47.2 K USD
Moran Kevin P.
See Remarks
- 10047
4.7 USD
6 months ago
May 16, 2024
Sell 62.9 K USD
Maliagros Spiros
President, Asset Management
- 13604
4.62 USD
6 months ago
May 16, 2024
Bought 75.5 K USD
Keaney Timothy F
President, Asset Management
+ 16417
4.6 USD
6 months ago
May 15, 2024
Bought 227 K USD
Keaney Timothy F
President, Asset Management
+ 50195
4.52 USD
6 months ago
May 14, 2024
Bought 81.3 K USD
Keaney Timothy F
President, Asset Management
+ 17598
4.62 USD
6 months ago
May 14, 2024
Sell 2.78 K USD
Moran Kevin P.
See Remarks
- 591
4.7 USD
7 months ago
Apr 02, 2024
Sell 76 K USD
Connell Brooke
Pres, US Wealth Mmgt
- 15000
5.07 USD
7 months ago
Apr 03, 2024
Sell 98.6 K USD
Moran Kevin P.
Chief Operating Officer
- 20000
4.93 USD
7 months ago
Apr 02, 2024
Bought 136 K USD
FURLONG MARK F
Director
+ 25000
5.43 USD
7 months ago
Apr 02, 2024
Sell 27.5 K USD
Maliagros Spiros
President, Asset Management
- 5350
5.14 USD
7 months ago
Apr 03, 2024
Sell 24.8 K USD
Maliagros Spiros
President, Asset Management
- 4950
5.01 USD
7 months ago
Apr 03, 2024
Bought 99.8 K USD
ilWaddi Cayman Holdings
10 percent owner
+ 20000
4.99 USD
7 months ago
Apr 02, 2024
Bought 103 K USD
ilWaddi Cayman Holdings
10 percent owner
+ 20000
5.15 USD
1 year ago
Jan 20, 2023
Bought 250 K USD
Yu Peter
Director
+ 25000
10 USD
1 year ago
Jan 20, 2023
Sell 119 K USD
Grabowski Bertrand P.
Director
- 12500
9.5 USD
1 year ago
Jan 20, 2023
Sell 119 K USD
Karp Daniel Jeremy
Director
- 12500
9.5 USD
1 year ago
Jan 23, 2023
Bought 238 K USD
Yu Peter
Director
+ 25000
9.5 USD
1 year ago
Jan 13, 2023
Bought 270 K USD
Yu Peter
Director
+ 27000
10 USD
1 year ago
Jan 12, 2023
Bought 386 K USD
Yu Peter
Director
+ 38403
10.04 USD
1 year ago
Jan 11, 2023
Bought 696 K USD
Yu Peter
Director
+ 73187
9.51 USD
1 year ago
Jan 10, 2023
Bought 365 K USD
Yu Peter
Director
+ 41000
8.91 USD
1 year ago
Jan 09, 2023
Bought 200 K USD
Yu Peter
Director
+ 22231
8.98 USD
1 year ago
Jan 06, 2023
Bought 327 K USD
Yu Peter
Director
+ 39056
8.38 USD
1 year ago
Jan 05, 2023
Bought 5.98 K USD
Yu Peter
Director
+ 748
8 USD
1 year ago
Dec 28, 2022
Bought 17 K USD
Pangaea Three-B, LP
Director
+ 1696
10.03 USD
1 year ago
Dec 27, 2022
Bought 22.8 K USD
Pangaea Three-B, LP
Director
+ 2271
10.03 USD
1 year ago
Dec 23, 2022
Bought 50.1 USD
Pangaea Three-B, LP
Director
+ 5
10.03 USD
1 year ago
Dec 22, 2022
Bought 4.92 K USD
Pangaea Three-B, LP
Director
+ 491
10.03 USD
1 year ago
Dec 21, 2022
Bought 21.1 K USD
Pangaea Three-B, LP
Director
+ 2100
10.03 USD
1 year ago
Dec 20, 2022
Bought 135 K USD
Pangaea Three-B, LP
Director
+ 215000
0.629 USD
1 year ago
Dec 20, 2022
Bought 2.47 M USD
Pangaea Three-B, LP
10 percent owner
+ 215000
11.5 USD
1 year ago
Dec 19, 2022
Bought 65.8 K USD
Pangaea Three-B, LP
Director
+ 115422
0.57 USD
1 year ago
Dec 19, 2022
Bought 1.33 M USD
Pangaea Three-B, LP
10 percent owner
+ 115422
11.5 USD
1 year ago
Dec 16, 2022
Bought 41.5 K USD
Pangaea Three-B, LP
Director
+ 75518
0.55 USD
1 year ago
Dec 16, 2022
Bought 868 K USD
Pangaea Three-B, LP
10 percent owner
+ 75518
11.5 USD
1 year ago
Dec 20, 2022
Bought 35.6 K USD
Pangaea Three-B, LP
Director
+ 3555
10.0266 USD
1 year ago
Dec 19, 2022
Bought 10.2 K USD
Pangaea Three-B, LP
Director
+ 1017
9.9971 USD
1 year ago
Nov 22, 2022
Bought 9.03 K USD
Pangaea Three-B, LP
Director
+ 16412
0.55 USD
1 year ago
Nov 22, 2022
Bought 189 K USD
Pangaea Three-B, LP
10 percent owner
+ 16412
11.5 USD
1 year ago
Nov 21, 2022
Bought 7.27 K USD
Pangaea Three-B, LP
10 percent owner
+ 632
11.5 USD
1 year ago
Nov 21, 2022
Bought 6.44 K USD
Pangaea Three-B, LP
Director
+ 632
10.1889 USD
1 year ago
Nov 21, 2022
Bought 67.2 K USD
Pangaea Three-B, LP
Director
+ 122609
0.548 USD
1 year ago
Nov 21, 2022
Bought 1.41 M USD
Pangaea Three-B, LP
10 percent owner
+ 122609
11.5 USD
2 years ago
Nov 18, 2022
Bought 7.65 K USD
Pangaea Three-B, LP
10 percent owner
+ 665
11.5 USD
2 years ago
Nov 18, 2022
Bought 6.56 K USD
Pangaea Three-B, LP
Director
+ 665
9.8711 USD
2 years ago
Nov 18, 2022
Bought 3.06 M USD
Pangaea Three-B, LP
10 percent owner
+ 265848
11.5 USD
2 years ago
Nov 18, 2022
Bought 147 K USD
Pangaea Three-B, LP
Director
+ 265848
0.552 USD
2 years ago
Nov 17, 2022
Bought 157 K USD
Pangaea Three-B, LP
Director
+ 316375
0.495 USD
2 years ago
Nov 17, 2022
Bought 3.64 M USD
Pangaea Three-B, LP
10 percent owner
+ 316375
11.5 USD
1 year ago
Nov 21, 2022
Bought 19.3 K USD
Pangaea Three-B, LP
Director
+ 1897
10.1889 USD
2 years ago
Nov 18, 2022
Bought 19.7 K USD
Pangaea Three-B, LP
Director
+ 1995
9.8711 USD
2 years ago
Nov 18, 2022
Bought 604 K USD
Pangaea Three-B, LP
Director
+ 60000
10.0694 USD
2 years ago
Nov 17, 2022
Bought 224 K USD
Pangaea Three-B, LP
Director
+ 22325
10.0289 USD
2 years ago
Nov 09, 2022
Bought 769 K USD
Pangaea Three-B, LP
10 percent owner
+ 66898
11.5 USD
2 years ago
Nov 09, 2022
Bought 32.1 K USD
Pangaea Three-B, LP
Director
+ 66898
0.48 USD
2 years ago
Nov 04, 2022
Bought 697 K USD
Pangaea Three-B, LP
10 percent owner
+ 60568
11.5 USD
2 years ago
Nov 04, 2022
Bought 27.8 K USD
Pangaea Three-B, LP
Director
+ 60568
0.4593 USD
2 years ago
Nov 03, 2022
Bought 1.44 M USD
Pangaea Three-B, LP
10 percent owner
+ 124909
11.5 USD
2 years ago
Nov 03, 2022
Bought 59.8 K USD
Pangaea Three-B, LP
Director
+ 124909
0.4787 USD
2 years ago
Nov 02, 2022
Bought 320 K USD
Pangaea Three-B, LP
10 percent owner
+ 27840
11.5 USD
2 years ago
Nov 02, 2022
Bought 11.1 K USD
Pangaea Three-B, LP
Director
+ 27840
0.3991 USD
2 years ago
May 27, 2022
Bought 1.29 M USD
Pangaea Three-B, LP
10 percent owner
+ 112467
11.5 USD
2 years ago
May 27, 2022
Bought 106 K USD
Yu Peter
Chief Executive Officer
+ 112467
0.9447 USD
2 years ago
May 26, 2022
Bought 3.77 M USD
Pangaea Three-B, LP
10 percent owner
+ 328247
11.5 USD
2 years ago
May 25, 2022
Bought 640 K USD
Yu Peter
Chief Executive Officer
+ 800000
0.8 USD
2 years ago
May 25, 2022
Bought 9.2 M USD
Pangaea Three-B, LP
10 percent owner
+ 800000
11.5 USD
2 years ago
May 23, 2022
Bought 21.8 K USD
Yu Peter
Chief Executive Officer
+ 31140
0.7007 USD
2 years ago
May 24, 2022
Bought 358 K USD
Pangaea Three-B, LP
10 percent owner
+ 31140
11.5 USD
2 years ago
May 23, 2022
Bought 11.1 M USD
Pangaea Three-B, LP
10 percent owner
+ 964818
11.5 USD
2 years ago
May 19, 2022
Bought 237 K USD
Yu Peter
director:
+ 366085
0.6468 USD
2 years ago
May 20, 2022
Bought 4.21 M USD
Pangaea Three-B, LP
10 percent owner
+ 366085
11.5 USD
2 years ago
May 19, 2022
Bought 336 K USD
Pangaea Three-B, LP
10 percent owner
+ 29210
11.5 USD
9 years ago
Aug 21, 2015
Bought 94.2 K USD
LERDAL MARK D
Director
+ 10000
9.42 USD
9 years ago
Aug 14, 2015
Bought 107 K USD
LERDAL MARK D
Director
+ 10000
10.659 USD
9 years ago
Aug 05, 2015
Bought 9 K USD
Kravtsova Yana
See Remarks
+ 600
15 USD
14 years ago
Aug 11, 2010
Bought 198 K USD
Smith Charles Andrew
Senior VP and CFO
+ 44000
4.5 USD
21 years ago
Feb 24, 2003
Bought 35.3 K USD
PAYNE JAMES L
Director
+ 10000
3.53 USD
19 years ago
Sep 19, 2005
Sell 109 K USD
PAYNE JAMES L
Director
- 8000
13.59 USD
19 years ago
Sep 19, 2005
Sell 42.2 K USD
PAYNE JAMES L
Director
- 3100
13.6 USD
19 years ago
Sep 19, 2005
Sell 13.6 K USD
PAYNE JAMES L
Director
- 1000
13.61 USD
19 years ago
Sep 19, 2005
Sell 27.2 K USD
PAYNE JAMES L
Director
- 2000
13.62 USD
19 years ago
Sep 19, 2005
Sell 17.7 K USD
PAYNE JAMES L
Director
- 1300
13.64 USD
19 years ago
Sep 19, 2005
Sell 61.4 K USD
PAYNE JAMES L
Director
- 4500
13.65 USD
19 years ago
Sep 19, 2005
Sell 1.37 K USD
PAYNE JAMES L
Director
- 100
13.68 USD
19 years ago
Sep 19, 2005
Sell 61.4 K USD
PAYNE JAMES L
Director
- 4500
13.65 USD
7. News
AlTi Global, Inc. (ALTI) Q3 2024 Earnings Call Transcript AlTi Global, Inc. (NASDAQ:ALTI ) Q3 2024 Earnings Conference Call November 8, 2024 9:00 AM ET Company Participants Lily Arteaga – Head-Investor Relations Michael Tiedemann – Chief Executive Officer Stephen Yarad – Chief Financial Officer Conference Call Participants Wilma Burdis – Raymond James Operator Good morning, my name is Zico, and I will be the conference operator for today. At this time I would like to welcome everyone to AlTi Third Quarter 2024 Earnings Conference Call. seekingalpha.com - 1 week ago
AlTi Global, Inc. (ALTI) Tops Q3 Earnings Estimates AlTi Global, Inc. (ALTI) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to earnings of $1.18 per share a year ago. zacks.com - 1 week ago
AlTi Global, Inc. Reports Third Quarter 2024 Financial Results NEW YORK--(BUSINESS WIRE)--AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi" or the “Company”), a leading independent global wealth and alternatives manager with $77 billion in combined assets, today announced financial results for the third quarter ended September 30, 2024. A presentation of the Company's third quarter 2024 results can be found on the Events & Presentation section of the AlTi investor relations website. Webcast and Earnings Conference Call Management will host a webcast and confere. businesswire.com - 1 week ago
Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz's balance sheet investments powered by Allianz Global Investors MUNICH & NEW YORK--(BUSINESS WIRE)--Allianz X today announced a joint venture (“JV”) with AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth manager with over $72 billion in combined assets, enabling it to form a strategic partnership with Allianz Global Investors (“AllianzGI”), one of the world's leading active investment managers and a wholly owned subsidiary of Allianz SE (XETRA: ALV), to create a leading private markets offering for the UHNW weal. businesswire.com - 1 week ago
AlTi Global, Inc. to Announce Third Quarter 2024 Financial Results NEW YORK--(BUSINESS WIRE)--AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi”), a leading independent global wealth and alternatives manager with over $72 billion in combined assets, today announced it will release its financial results for the third quarter 2024 before market open on Friday, November 8, 2024. Management will host a conference call and webcast the same day at 9:00 am Eastern Time to provide a business update and discuss the financial results for the quarter. Conference Call Information P. businesswire.com - 1 month ago
AlTi Global, Inc. to Participate in Barclays Global Financial Services Conference NEW YORK--(BUSINESS WIRE)--AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth and alternatives manager with $72 billion in combined assets, today announced that Michael Tiedemann, Chief Executive Officer, and Stephen Yarad, Chief Financial Officer, will participate in and host meetings at the Barclays Global Financial Services Conference in New York on Wednesday, September 11th. About AlTi AlTi is a leading independent global wealth and alternatives. businesswire.com - 2 months ago
This Small Cap Wealth Management Stock Could Provide Big Returns AlTi Global NASDAQ: ALTI is an independent registered investment advisor (RIA) that manages or advises on $72 billion in assets worldwide. Since going public via a special purpose acquisition company (SPAC), the company's shares have fallen by 58%. marketbeat.com - 2 months ago
AlTi Global, Inc. (ALTI) Q2 2024 Earnings Call Transcript AlTi Global, Inc. (NASDAQ:ALTI ) Q2 2024 Results Conference Call August 9, 2024 9:00 AM ET Company Participants Lily Arteaga - Head-Investor Relations Michael Tiedemann - Chief Executive Officer Stephen Yarad - Chief Financial Officer Conference Call Participants Wilma Burdis - Raymond James Chris Kotowski - Oppenheimer & Company Operator Good morning. My name is Ryan, and I will be your conference operator for today. seekingalpha.com - 3 months ago
AlTi Global, Inc. (ALTI) Reports Break-Even Earnings for Q2 AlTi Global, Inc. (ALTI) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to earnings of $0.01 per share a year ago. zacks.com - 3 months ago
AlTi Global, Inc. Reports Second Quarter 2024 Financial Results NEW YORK--(BUSINESS WIRE)--AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi" or the “Company”), a leading independent global wealth and alternatives manager with $72 billion in combined assets, today announced financial results for the second quarter ended June 30, 2024. A presentation of the Company's second quarter 2024 results can be found on the Events & Presentation section of the AlTi investor relations website. Webcast and Earnings Conference Call Management will host a webcast and conference. businesswire.com - 3 months ago
AlTi Global, Inc. to Participate in Morgan Stanley US Financials, Payments & CRE Conference NEW YORK--(BUSINESS WIRE)--AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today announced that Michael Tiedemann, Chief Executive Officer, and Stephen Yarad, Chief Financial Officer, will participate in and host meetings at the Morgan Stanley US Financials, Payments & CRE Conference in New York on Monday, June 10th. About AlTi AlTi is a leading independent global wealth and al. businesswire.com - 5 months ago
AlTi Tiedemann Global Closes Additional Investment by Constellation Wealth Capital NEW YORK--(BUSINESS WIRE)--AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today announced the closing of the second investment from Constellation Wealth Capital (“CWC”). CWC, an investment advisory firm specializing in making investments in industry-leading wealth managers, has made an additional investment of $35 million in AlTi. The investment by CWC, which, together with CWC's. businesswire.com - 6 months ago
8. Profile Summary

AlTi Global, Inc. ALTI

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COUNTRY US
INDUSTRY Asset Management - Global
MARKET CAP $ 622 M
Dividend Yield 0.00%
Description AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States and internationally. The company offers discretionary investment management, non-discretionary investment advisory, trust, and administration services, as well as family office services comprising wealth transfer planning, multi-generational education planning, wealth and asset strategy, trust and fiduciary, chief financial officers and outsourced family office, philanthropy, and lifestyle and special projects services. It also provides merchant banking services, such as merger and acquisition advisory, corporate broker, private placements, public company and initial public offering advisory, strategic advisory, independent board advice, and structured finance advisory services; and corporate advisory, brokerage, and placement agency services to entrepreneurs and companies. The company offers investment strategy, asset allocation, investment manager selection, risk management, portfolio construction and implementation, and reporting. In addition, it manages or advises in combined assets; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds; and invests in and supports financial services professionals, as well as provides impact investing advisory, investment manager selection, monitoring, and due diligence services. Further, the company offers coordination of legal-related and strategic business planning, wealth transfer planning, estate planning, research on trustee placement and multi-generational education planning, administrative, tax planning and concierge, and other services. 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.
Contact 520 Madison Avenue, New York, NY, 10022 https://alti-global.com
IPO Date April 27, 2021
Employees 440
Officers Mr. Reid Parmelee CPA Global Controller Mr. Robert Weeber President of International Wealth Management Mr. Michael Glenn Tiedemann Chief Executive Officer & Director Mr. Brooke Bayard Connell President of US Wealth Management Mr. Kevin Patirck Moran J.D. President & Chief Operating Officer Ms. Lily Arteaga Head of Investor Relations Ms. Colleen Ann Graham Global General Counsel Ms. Claire Verdirame Chief Marketing Officer Mr. Colin Peters Chief Human Resources Officer Mr. Jed Emerson Chief Impact Officer