AlTi Global
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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.
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Q3 2026 earnings summary9 Nov, 2026

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.

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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.