New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 12 2025
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Should l Buy ALTI?
Source: Newsfilter
Expansion of the Report: The 2025 Family Office Operational Excellence Report by AlTi Tiedemann Global and Campden Wealth now includes data from family offices in Europe and Asia Pacific, highlighting trends such as increased cross-border wealth and the importance of purpose in next-generation engagement.
Operational Challenges and Strategies: The report reveals that talent acquisition and retention are significant challenges for family offices, with a growing reliance on outsourcing for specialized skills. Additionally, technology spending remains limited despite rising cybersecurity threats, emphasizing the need for improved operational strategies.
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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.
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- 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
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- 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
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- KinderCare Leads Decline: KinderCare Learning Companies sees a drop of about 4.8%, reflecting investor concerns over its growth prospects, which may lead to capital outflows.
- Udemy Follows Suit: Udemy's stock falls by approximately 4.7%, mirroring KinderCare's performance and highlighting challenges faced in the ed-tech sector that could impact its market share.
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See More
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- Skill Validation Mechanism: The new certifications are earned through a 75-question written exam based on the Altium Designer Knowledge Base and industry best practices, enabling designers to validate their computer-aided design skills and enhance their competitiveness in the rapidly evolving electronics industry.
- Education Development Expansion: This certification represents the fourth major category of workforce development offerings from the Global Electronics Association, further enriching its educational portfolio, which now includes registered apprenticeships, IPC standards certifications, and role-based training, creating a comprehensive career development framework.
- Industry Demand Alignment: The new certifications not only provide designers with a clear way to demonstrate their skills but also assist employers in identifying talent ready to innovate and deliver in the fast-paced electronics industry, fostering a strong connection between education and industry needs.
See More
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- Unique Market Position: As an independent global wealth manager, AlTi holds a unique position in the ultra-high-net-worth space, managing a total of $89 billion in assets, which underscores its significant influence in the global wealth management sector.
- Strategic Review Process: The Special Committee's review process does not have a definitive timeline, and there is no assurance of a specific outcome, which may affect investor confidence regarding the company's future direction.
- Advisory Team Support: J.P. Morgan Securities is serving as the financial advisor and Wachtell, Lipton, Rosen & Katz as legal counsel, providing professional support to ensure the compliance and effectiveness of the evaluation process.
See More
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- Preliminary Transaction Interest: AlTi Global has received multiple preliminary indications of interest regarding a potential transaction involving its $89 billion in assets, indicating strong market interest in its independent wealth management model, which could create long-term value for shareholders.
- Special Committee Formation: The Company's Board of Directors has formed a Special Committee of independent directors to evaluate these preliminary interests and explore strategic options, thereby supporting the Company's continued growth and enhancing client service quality.
- Business Model Simplification: AlTi is simplifying its core business model while focusing on improving margins and maintaining momentum around organic and inorganic growth, which will help strengthen its competitive position in the ultra-high-net-worth market.
- Advisory Team Support: J.P. Morgan Securities LLC is serving as the financial advisor and Wachtell, Lipton, Rosen & Katz as legal counsel to the Special Committee, ensuring the effectiveness and compliance of the evaluation process.
See More
