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ALTI Overview

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Intellectia

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High
3.610
Open
3.340
VWAP
3.50
Vol
137.94K
Mkt Cap
527.95M
Low
3.280
Amount
482.31K
EV/EBITDA(TTM)
--
Total Shares
146.65M
EV
1.07B
EV/OCF(TTM)
--
P/S(TTM)
1.54
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.
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Events Timeline

(ET)
2025-12-09
19:10:00
AlTi Global Receives Multiple Preliminary Indications of Interest for Potential Transaction
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2025-12-09
15:00:00
CI Financial's Corient in Talks to Acquire AlTi Global
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link
2025-08-14 (ET)
2025-08-14
08:30:08
new option listings on August 14th
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2025-08-05 (ET)
2025-08-05
15:48:53
AlTi Global pursues transaction to go private, Citywire reports
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link
2025-05-12 (ET)
2025-05-12
16:24:38
AlTi Global reports Q1 EPS (4c) vs 18c last year
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2025-03-06 (ET)
2025-03-06
05:23:21
AlTi Global acquires Kontora Family Office
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2025-02-26 (ET)
2025-02-26
17:26:50
AlTi Global names Mike Harrington CFO
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2024-11-04 (ET)
2024-11-04
04:22:56
AlTi Global enters private markets investment program JV with Allianz X
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News

seekingalpha
9.5
12:12 PMseekingalpha
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.
seekingalpha
5.0
12:11 PMseekingalpha
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.
NASDAQ.COM
5.0
12:04 PMNASDAQ.COM
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.
CNBC
7.5
01-23CNBC
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.
Newsfilter
7.5
01-23Newsfilter
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.
NASDAQ.COM
4.5
01-13NASDAQ.COM
Education & Training Services Shares Drop 4.8% Led by KinderCare
  • Market Underperformance: The education and training services sector declines by approximately 1.7%, indicating a weakening market confidence that could affect future investment decisions.
  • 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.
  • Weakness in Asset Management: The decline in the education and training services sector aligns with the weakness in the asset management industry, suggesting an overall low market sentiment that may affect the profitability of related companies.

Valuation Metrics

The current forward P/E ratio for AlTi Global, Inc (ALTI.O) is 21.41, compared to its 5-year average forward P/E of -41.42. For a more detailed relative valuation and DCF analysis to assess AlTi Global, Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-41.42
Current PE
21.41
Overvalued PE
215.43
Undervalued PE
-298.27

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
15.27
Current EV/EBITDA
24.89
Overvalued EV/EBITDA
24.76
Undervalued EV/EBITDA
5.79

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.30
Current PS
1.93
Overvalued PS
2.09
Undervalued PS
0.52

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Frequently Asked Questions

What is AlTi Global, Inc (ALTI) stock price today?

The current price of ALTI is 3.6 USD — it has increased 9.76

What is AlTi Global, Inc (ALTI)'s business?

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.

What is the price predicton of ALTI Stock?

Wall Street analysts forecast ALTI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ALTI is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is AlTi Global, Inc (ALTI)'s revenue for the last quarter?

AlTi Global, Inc revenue for the last quarter amounts to 60.98M USD, increased 6.22

What is AlTi Global, Inc (ALTI)'s earnings per share (EPS) for the last quarter?

AlTi Global, Inc. EPS for the last quarter amounts to -0.69 USD, increased 430.77

How many employees does AlTi Global, Inc (ALTI). have?

AlTi Global, Inc (ALTI) has 430 emplpoyees as of March 31 2026.

What is AlTi Global, Inc (ALTI) market cap?

Today ALTI has the market capitalization of 527.95M USD.