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AlTi Global (ALTI) investor relations material
AlTi Global Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary11 Aug, 2025
Executive summary
Q2 2025 revenue reached $53M, up 7% year-over-year, with 99% from recurring fees and strong client retention; AUM/AUA rose 35% to $97.2B, driven by acquisitions and market gains.
Executed strategic actions to strengthen and simplify the business, including exiting the international real estate segment and focusing on core wealth management and capital solutions.
Completed acquisitions of Kontora, Envoi, EEA, and PW, expanding U.S. and European presence and capabilities.
Implemented zero-based budgeting and finalized an expense optimization plan targeting $20M in annual gross savings.
Managed or advised $97.2B in assets as of June 30, 2025, with 520 professionals in 19 cities across 9 countries.
Financial highlights
Q2 2025 consolidated revenue was $53.1M, up 7% year-over-year; core wealth management and capital solutions revenue rose 8% to $52M.
Adjusted EBITDA was $3.8M consolidated and $14M in the core segment; core segment EBITDA margin increased to 26% quarter-over-quarter (excluding incentive fees).
GAAP net loss for Q2 2025 was $30M, mainly due to timing mismatches, one-time costs, and fair value adjustments; adjusted net loss was $0.6M.
Operating expenses were $83.3M, up 29% year-over-year, driven by one-time professional fees, acquisition-related costs, and higher compensation.
Ended the quarter with $42.4M in cash and effectively debt free, except for a $0.7M term loan from the Kontora acquisition.
Outlook and guidance
Expect improved profitability and margin expansion in the second half as cost savings and operational leverage materialize.
Focus remains on topline growth through organic and inorganic strategies, supported by strategic partners and financial flexibility.
Ongoing efforts to deploy capital in accretive businesses and reduce operating cash outflows.
Macroeconomic volatility and market conditions may impact future results, especially management fees.
Quantify real estate exit's future EBITDA impact.
Kontora: How will its margin profile evolve?
ZBB: When do $20M annual savings begin?
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Next AlTi Global earnings date
Q3 202510 Nov, 2025
Next AlTi Global earnings date
Q3 202510 Nov, 2025
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Frequently asked questions
AlTi Global Inc., formerly known as Alvarium Tiedemann Holdings, Inc., is a financial services entity that specializes in wealth and asset management. The company offers a broad array of services to individuals, families, foundations, and institutions both in the United States and internationally. These services include discretionary investment management, non-discretionary investment advisory, trust, and administration services. AlTi Global Inc. also provides comprehensive family office services, which cover wealth transfer planning, multi-generational education planning, wealth and asset strategy, trust and fiduciary services, CFO and outsourced family office services, philanthropy, lifestyle, and special projects services. Additionally, the company engages in merchant banking activities, delivering merger and acquisition advisory, corporate brokerage, private placements, public company and initial public offering advisory, strategic advisory, independent board advice, and structured finance advisory services. The company is headquartered in New York, New York, and its shares are listed on the Nadaq.
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