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AlTi Global (ALTI) investor relations material
AlTi Global Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue was $57.9M, up 1% YoY; recurring management and advisory fees increased 7% to $55.3M.
Operating expenses fell 25% to $63.9M; adjusted EBITDA was $6.2M, while continuing-operations net loss narrowed to $11.4M from $87.0M.
Period-end AUM was $51.6B and AUA was $94.5B; client retention was 95% since 2021.
Financial highlights
Q3 management/advisory fees rose $3.6M YoY to $55.3M; incentive fees fell to $0.03M from $2.4M.
Operating expenses were $63.9M, down 25% YoY; normalized expenses excluding non-recurring and non-cash items were $52M, and professional fees fell 37%.
GAAP operating loss was $6.0M versus $28.5M; continuing-operations net loss was $11.4M versus $87.0M.
Q3 adjusted EBITDA was $6.2M with a 10.8% margin; 9M adjusted EBITDA rose to $26.5M from $23.5M.
9M revenue increased to $189.0M from $166.7M; continuing-operations net loss narrowed to $33.8M from $109.0M.
Outlook and guidance
Zero-based budgeting, technology transformation and Lisbon Center of Excellence scale efficiencies are intended to sustain cost reductions through 2027 and 2028.
Growth plans include advisor/team lift-outs, deeper office collaboration, targeted client approaches, refined pricing and a private-markets JV.
Strategic priorities include selective accretive acquisitions, international expansion, product development and simplifying the cost structure.
Prospect pipeline remains encouraging, though quarterly flows can be uneven as funding may lag contract signing.
Cash is expected to cover normal operating and liquidity needs over the next 12 months; additional funding may be needed for growth initiatives or delayed receipts.
- Q2 2026 revenue rose 11% to $58M, AUM reached $51.4B, and net loss widened to $30.8M.ALTI
Q2 2026 - Resale registration for 3M+ shares enables liquidity for acquisition shares; no proceeds to issuer.ALTI
Registration filing - Director nominees elected, auditor ratified, and strong financial growth with global expansion plans.ALTI
AGM 2026 - Q1 revenue up 28% to $73.1M, AUM up 9% to $49B, with strong EBITDA and regulatory challenges.ALTI
Q1 2026 - 29% revenue growth, 10% AUM increase, and 45% EBITDA rise highlight strong 2025 results.ALTI
Q4 2025 - Revenue up 10% YoY to $57.2M, 96% recurring, AUM at $49.3B, net loss widened on non-cash charges.ALTI
Q3 2025 - Q3 revenue up 11% YoY, AUM/AUA at $77.3B, with growth driven by capital raises and acquisitions.ALTI
Q3 2024 - AUM/AUA up 4% to $71.9B, $400M raised, and cost discipline drives improved profitability.ALTI
Q2 2024 - Q1 2025 revenue rose 14% to $58M, but higher costs led to a $(2.9)M net loss.ALTI
Q1 2025
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