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AlTi Global (ALTI) investor relations material
AlTi Global Registration filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and business model
Operates as a global wealth and investment partner serving families, foundations, and institutions, managing or advising on $93.1 billion in assets as of December 31, 2025.
Offers holistic wealth management, OCIO services, estate planning, trust, philanthropy, and family office services, with access to alternative investments.
Employs approximately 490 professionals in 19 cities across 9 countries on three continents.
Recently reorganized to focus solely on wealth and investment management, divesting its International Real Estate segment in Q3 2025.
Revenue primarily derives from management fees, incentive fees, and distributions from internal and external alternative investment managers.
Financial performance and metrics
Managed or advised $93.1 billion in assets under advisement as of December 31, 2025.
Use of proceeds and capital allocation
Will not receive any proceeds from the resale of shares by selling securityholders; all proceeds go to the selling securityholders.
Company covers registration and listing expenses, while selling securityholders bear underwriting discounts and commissions.
- Director nominees elected, auditor ratified, and strong financial growth with global expansion plans.ALTI
AGM 202617 Jun 2026 - Executive compensation and director equity tables for 2025 corrected; no other changes.ALTI
Proxy filing29 May 2026 - Q1 2026 revenue up 28% to $73.1M, with strong AUM growth and improved profitability.ALTI
Q1 202611 May 2026 - Executive compensation and governance clarified, with new terms for CEO transition and compliance.ALTI
Proxy filing1 May 2026 - Shareholders will vote on director elections and auditor ratification, with a focus on governance and board diversity.ALTI
Proxy filing30 Apr 2026 - Director elections and auditor ratification headline the June 2026 annual meeting agenda.ALTI
Proxy filing30 Apr 2026 - Revenue up 29% to $255M, AUM at $50B, Adjusted EBITDA up 45% to $35M for FY 2025.ALTI
Q4 202531 Mar 2026 - Net income reached $12.8M on $100.3M revenue, with $400M in new capital raised for growth.ALTI
Q2 20241 Feb 2026 - Q3 revenue up 11% YoY, AUM at $77.3B, and $400M in new capital fueled expansion.ALTI
Q3 202415 Jan 2026
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