AlTi Global, Inc. (QF6)

Overview

AlTi Global, Inc. is a leading provider of wealth and asset management services, catering to a broad spectrum of clients including individuals, families, foundations, and institutions across the United States, the United Kingdom, and other international locations. Offering a comprehensive range of services through its two main segments, Wealth Management, and Strategic Alternatives, AlTi Global, Inc. leverages its expertise to meet the diverse needs of its clients. Originally known as Alvarium Tiedemann Holdings, Inc., the company underwent a name change to AlTi Global, Inc. in April 2023. With its headquarters in New York, New York, AlTi Global, Inc. continues to expand its services and global footprint, providing a robust array of financial solutions geared towards wealth accumulation, preservation, and strategic investment.

Products and Services

• Discretionary and Non-Discretionary Investment Management

AlTi Global, Inc. offers both discretionary investment management, where the company makes investment decisions on behalf of the client, and non-discretionary investment advisory services, enabling clients to retain control over investment decisions while benefiting from professional advice.

• Trust and Administration Services

The company provides comprehensive trust and administration services, which include entity formation and management, modifications of trust instruments and practices, corporate, trustee-executor, and fiduciary services, as well as administration of entity ownership of intellectual property rights, fine art, and collectibles.

• Family Office Services

AlTi Global, Inc. offers tailored family office services catering to the intricate needs of high-net-worth families. These services encompass bookkeeping, private foundation management, oversight of trust administration, financial tracking and reporting, cash flow management, and an array of other financial services, including estate and wealth planning, family governance, and philanthropic strategies.

• Ancillary Fund Management Services

This includes a suite of services to support fund management, such as investment strategies, financial planning, sales and marketing support, and comprehensive back and middle office infrastructure and administration.

• Strategic Advisory and Corporate Advisory Services

AlTi Global, Inc. provides strategic advisory services to assist clients with corporate finance, mergers and acquisitions, restructuring, and other corporate strategies, alongside offering brokerage and placement agency services.

• Co-Investment Opportunities

The company structures, arranges, and provides investors with opportunities for co-investment in various alternative assets, enhancing portfolio diversification and potential returns.

• Public and Private Investment Fund Management

Managing and advising on public and private investment funds, AlTi Global, Inc. delivers expert guidance on investment strategies across a wide range of asset classes, alongside managing an alternatives platform for specialized investments.