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.

AlTi Global

AlTi Global (ALTI) Proxy filing Summary | Quartr

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AlTi Global Inc

Q1 2026 revenue up 28% to $73.1M, with strong AUM growth and improved profitability.

Q1 2026

Executive compensation and governance clarified, with new terms for CEO transition and compliance.

Proxy filing

Shareholders will vote on director elections and auditor ratification, with a focus on governance and board diversity.

Director elections and auditor ratification headline the June 2026 annual meeting agenda.

Revenue up 29% to $255M, AUM at $50B, Adjusted EBITDA up 45% to $35M for FY 2025.

Q4 2025

Net income reached $12.8M on $100.3M revenue, with $400M in new capital raised for growth.

Q2 2024

Q3 revenue up 11% YoY, AUM at $77.3B, and $400M in new capital fueled expansion.

Q3 2024

AUM grew 6% to $76B, with 96% recurring revenue and major strategic investments driving expansion.

Q4 2024

Stockholders will vote on director elections, auditor ratification, and a major stock plan amendment.

Proxy Filing

### Executive summary
- Supplement corrects errors in executive compensation and director equity tables for fiscal year 2025.
- No changes to other disclosures or voting instructions; prior votes remain valid unless changed.

### Executive compensation and say-on-pay
- Corrected total compensation for Kevin Moran and Colleen Graham for 2025: $4,612,569 and $3,957,687, respectively.
- CEO Michael Tiedemann's 2025 compensation: $2,830,033; 2024: $5,391,242.
- Compensation includes salary, discretionary bonuses, stock awards (RSUs/PSUs), and 401(k) contributions.
- Maximum 2025 PSU payouts: $650,000 (Tiedemann), $269,000 (Moran), $219,000 (Graham).
- Ms. Graham received an additional $393,750 bonus in 2024 for a share buyout related to prior employment.

### Board of directors and corporate governance
- Corrected table lists unvested RSUs for each non-employee director at 2025 year-end, with most holding 30,732.266 units; one director holds 47,495.320 units.

AlTi Global (ALTI) Proxy filing summary

Proxy filing summary

Executive summary

Executive compensation and say-on-pay

Board of directors and corporate governance

Latest events from AlTi Global