AlTi Global, Inc. to Participate in Wolfe Wealth Symposium
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 31 2024
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Should l Buy ALTI?
Source: Newsfilter
Company Announcement: AlTi Global, Inc. will participate in the Wolfe Wealth Symposium on November 13, with CEO Michael Tiedemann and CFO Steve Yarad hosting meetings and Tiedemann participating in a panel discussion.
About AlTi: AlTi Tiedemann Global is an independent wealth manager overseeing over $72 billion in assets, offering fiduciary capabilities and alternative investment strategies to various clients globally.
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Analyst Views on ALTI
About ALTI
AlTi Global, Inc. is an independent global wealth manager providing entrepreneurs, multi-generational families, institutions, and emerging leaders with fiduciary capabilities as well as alternative investment strategies and advisory services. Its Wealth & Capital Solutions segment provides holistic solutions for its wealth management and Outsourced Chief Investment Officer (OCIO) clients through a comprehensive array of wealth management services, including discretionary investment management services, non-discretionary investment advisory services, trust services, administration services, and family office services. Its International Real Estate segment assists its investors with real estate co-investments by providing access to highly differentiated opportunities in these areas as well as structuring and selecting partners with a proven track record in alternative asset classes, with attractive risk-adjusted return characteristics.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AlTi Global, Inc. Q4 2025 Earnings Call Insights
- AUM Growth: AlTi Global's total assets under management reached $50 billion by year-end 2025, reflecting a 10% year-over-year increase driven by strong investment performance and the acquisition of Kontora, indicating the company's ongoing expansion potential in the high-net-worth market.
- Leadership Transition: CEO Michael Tiedemann announced his resignation, with Global Chief Investment Officer Nancy Curtin stepping in as Interim CEO, ensuring continuity and stability in the company's strategy, which reflects robust management during leadership transitions.
- Strong Revenue Performance: Total revenue for 2025 was approximately $255 million, representing a 29% year-over-year growth, while Q4 revenue reached $88 million, up 71% quarter-over-quarter, showcasing the company's strong growth momentum in wealth management.
- Cost Control Measures: CFO Michael Harrington highlighted the identification of approximately $20 million in annual savings through zero-based budgeting, expected to be realized by the end of 2026, demonstrating the company's commitment to optimizing cost structures and enhancing operational efficiency.
See More
AlTi Global Reports Q4 Earnings Beat Expectations
- Significant Revenue Growth: AlTi Global's Q4 revenue reached $88.26 million, reflecting a 71.5% year-over-year increase, surpassing market expectations by $1.66 million, which underscores the company's strong performance amid market recovery and solidifies its position in the industry.
- Adjusted EBITDA Doubles: The company's adjusted EBITDA nearly doubled in Q4 to $11 million, indicating improved operational efficiency and successful cost control, which is expected to positively impact future profitability.
- Increased AUM: As of Q4, AlTi Global's assets under management (AUM) grew to $50 billion, a 10% year-over-year increase primarily driven by strong market performance and the acquisition of Kontora, enhancing the company's competitive edge in the market.
- Optimistic Market Outlook: With ongoing improvements in performance and a recovering market environment, AlTi Global demonstrates an optimistic outlook on future growth potential, which may attract more investor interest in its long-term strategic development.
See More
AlTi Global Appoints New Interim CEO
- Executive Change: AlTi Global announced the appointment of Nancy Curtin as interim CEO and board member, effective immediately, marking a significant leadership transition for the company.
- Leadership Experience: Curtin has served as the global chief investment officer since AlTi's inception, demonstrating her extensive experience in investment management and strategic oversight.
- Previous Achievements: Prior to joining AlTi, Curtin was CIO and head of investments at Alvarium Investments, where she successfully drove investment strategies and achieved multiple investment objectives.
- Transition Support: Former CEO Michael Tiedemann will remain available in an advisory capacity to support the transition, ensuring continuity in operations and stability during the leadership change.
See More
AlTi Global Appoints New CEO
- Executive Change: AlTi Global has appointed Nancy Curtin as Interim Chief Executive Officer and Board member, effective immediately, marking a significant leadership transition aimed at ensuring the company's continued growth in wealth management.
- Leadership Experience: Curtin brings decades of leadership experience in the wealth management industry, having served as Global Chief Investment Officer since the company's inception, and her extensive background is expected to provide strategic guidance for AlTi.
- Previous Achievements: Prior to joining AlTi, Curtin was CIO and Head of Investments at Alvarium Investments and held similar positions at Close Brothers Asset Management and Fortune Asset Management, showcasing her deep industry expertise.
- Board Role: Curtin currently serves as Chairperson of the Board of Directors of Digital Bridge Group Inc., a role that will help her introduce additional industry perspectives and resources into her leadership at AlTi.
See More
Pathstone Leverages AI to Enhance Client Acquisition, Securing 5 Inquiries from Billionaire Clients in Two Weeks
- Client Acquisition Strategy: Pathstone CEO Matthew Fleissig emphasizes that while AI can provide data on ultra-high-net-worth clients, true client acquisition relies on personalized services, such as arranging a private jet in under an hour, showcasing the firm's capabilities in the high-end market.
- Market Competition Analysis: Andrew Douglass from AlTi Tiedemann Global notes that over the past five years, client referrals and personal networks have accounted for 40% and 30% of their organic growth, respectively, highlighting the importance of building trust among high-net-worth clients.
- Limitations of AI Tools: Several high-end advisors express skepticism towards AI client prospecting tools, arguing that most are built on existing large language models and lack genuine competitive advantages, while also being costly.
- Growth Target Setting: AlTi Global aims to add 25 to 30 new clients annually, potentially bringing in $1.5 billion to $2 billion in new assets, demonstrating its growth potential in the high-end wealth management market.
See More
Ultra-High-Net-Worth Client Acquisition: Referrals Outperform AI
- Client Acquisition Strategy: Despite market data firms promoting AI as key to acquiring ultra-high-net-worth clients, Pathstone's CEO Matthew Fleissig emphasizes that personalized service and referrals remain central to success, especially for clients with over $100 million in assets.
- Market Feedback: Andrew Douglass from AlTi Tiedemann Global notes that over the past five years, client referrals and personal networks accounted for 40% and 30% of their organic growth, highlighting the importance of traditional methods in high-end wealth management.
- Limitations of AI Tools: Several high-end advisors express skepticism towards AI client prospecting tools, arguing that most are built on widely available large language models and lack true competitive advantage, with cold emails failing to engage clients who already have advisors.
- Growth Targets: AlTi Global aims to add 25 to 30 new clients annually, potentially bringing in $1.5 billion to $2 billion in new assets, underscoring a strategy that prioritizes quality over quantity in the ultra-high-net-worth market.
See More
AlTi Global, Inc. Q4 2025 Earnings Call Insights
- AUM Growth: AlTi Global's total assets under management reached $50 billion by year-end 2025, reflecting a 10% year-over-year increase driven by strong investment performance and the acquisition of Kontora, indicating the company's ongoing expansion potential in the high-net-worth market.
- Leadership Transition: CEO Michael Tiedemann announced his resignation, with Global Chief Investment Officer Nancy Curtin stepping in as Interim CEO, ensuring continuity and stability in the company's strategy, which reflects robust management during leadership transitions.
- Strong Revenue Performance: Total revenue for 2025 was approximately $255 million, representing a 29% year-over-year growth, while Q4 revenue reached $88 million, up 71% quarter-over-quarter, showcasing the company's strong growth momentum in wealth management.
- Cost Control Measures: CFO Michael Harrington highlighted the identification of approximately $20 million in annual savings through zero-based budgeting, expected to be realized by the end of 2026, demonstrating the company's commitment to optimizing cost structures and enhancing operational efficiency.
See More
AlTi Global Reports Q4 Earnings Beat Expectations
- Significant Revenue Growth: AlTi Global's Q4 revenue reached $88.26 million, reflecting a 71.5% year-over-year increase, surpassing market expectations by $1.66 million, which underscores the company's strong performance amid market recovery and solidifies its position in the industry.
- Adjusted EBITDA Doubles: The company's adjusted EBITDA nearly doubled in Q4 to $11 million, indicating improved operational efficiency and successful cost control, which is expected to positively impact future profitability.
- Increased AUM: As of Q4, AlTi Global's assets under management (AUM) grew to $50 billion, a 10% year-over-year increase primarily driven by strong market performance and the acquisition of Kontora, enhancing the company's competitive edge in the market.
- Optimistic Market Outlook: With ongoing improvements in performance and a recovering market environment, AlTi Global demonstrates an optimistic outlook on future growth potential, which may attract more investor interest in its long-term strategic development.
See More
AlTi Global Appoints New Interim CEO
- Executive Change: AlTi Global announced the appointment of Nancy Curtin as interim CEO and board member, effective immediately, marking a significant leadership transition for the company.
- Leadership Experience: Curtin has served as the global chief investment officer since AlTi's inception, demonstrating her extensive experience in investment management and strategic oversight.
- Previous Achievements: Prior to joining AlTi, Curtin was CIO and head of investments at Alvarium Investments, where she successfully drove investment strategies and achieved multiple investment objectives.
- Transition Support: Former CEO Michael Tiedemann will remain available in an advisory capacity to support the transition, ensuring continuity in operations and stability during the leadership change.
See More
AlTi Global Appoints New CEO
- Executive Change: AlTi Global has appointed Nancy Curtin as Interim Chief Executive Officer and Board member, effective immediately, marking a significant leadership transition aimed at ensuring the company's continued growth in wealth management.
- Leadership Experience: Curtin brings decades of leadership experience in the wealth management industry, having served as Global Chief Investment Officer since the company's inception, and her extensive background is expected to provide strategic guidance for AlTi.
- Previous Achievements: Prior to joining AlTi, Curtin was CIO and Head of Investments at Alvarium Investments and held similar positions at Close Brothers Asset Management and Fortune Asset Management, showcasing her deep industry expertise.
- Board Role: Curtin currently serves as Chairperson of the Board of Directors of Digital Bridge Group Inc., a role that will help her introduce additional industry perspectives and resources into her leadership at AlTi.
See More
Pathstone Leverages AI to Enhance Client Acquisition, Securing 5 Inquiries from Billionaire Clients in Two Weeks
- Client Acquisition Strategy: Pathstone CEO Matthew Fleissig emphasizes that while AI can provide data on ultra-high-net-worth clients, true client acquisition relies on personalized services, such as arranging a private jet in under an hour, showcasing the firm's capabilities in the high-end market.
- Market Competition Analysis: Andrew Douglass from AlTi Tiedemann Global notes that over the past five years, client referrals and personal networks have accounted for 40% and 30% of their organic growth, respectively, highlighting the importance of building trust among high-net-worth clients.
- Limitations of AI Tools: Several high-end advisors express skepticism towards AI client prospecting tools, arguing that most are built on existing large language models and lack genuine competitive advantages, while also being costly.
- Growth Target Setting: AlTi Global aims to add 25 to 30 new clients annually, potentially bringing in $1.5 billion to $2 billion in new assets, demonstrating its growth potential in the high-end wealth management market.
See More
Ultra-High-Net-Worth Client Acquisition: Referrals Outperform AI
- Client Acquisition Strategy: Despite market data firms promoting AI as key to acquiring ultra-high-net-worth clients, Pathstone's CEO Matthew Fleissig emphasizes that personalized service and referrals remain central to success, especially for clients with over $100 million in assets.
- Market Feedback: Andrew Douglass from AlTi Tiedemann Global notes that over the past five years, client referrals and personal networks accounted for 40% and 30% of their organic growth, highlighting the importance of traditional methods in high-end wealth management.
- Limitations of AI Tools: Several high-end advisors express skepticism towards AI client prospecting tools, arguing that most are built on widely available large language models and lack true competitive advantage, with cold emails failing to engage clients who already have advisors.
- Growth Targets: AlTi Global aims to add 25 to 30 new clients annually, potentially bringing in $1.5 billion to $2 billion in new assets, underscoring a strategy that prioritizes quality over quantity in the ultra-high-net-worth market.
See More
