Alvarium Tiedemann Holdings Inc.
ALTI · NASDAQ · Financial Services / Asset Management
Price History
Full chartMarket Stats
About
AlTi Global, Inc. provides wealth and asset management services in France, Hong Kong, Italy, Portugal, Singapore, Switzerland, the United Kingdom, the United States, the United Kingdom, and internationally. The company offers discretionary investment management and non-discretionary investment advisory services. Its trust services include creating or modifying trust instruments and acts as fiduciary. In addition, the company offers family office and administrative services comprising bookkeeping and back office, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. Further, it provides ancillary fund management services, such as sales and marketing services, which include centralized marketing, investor relations, materials oversight, sales channel, and branding. Additionally, the company offers international real estate services that comprise real estate co-investment and real estate fund management services; and alternatives platform, which assists money managers in building their fund management businesses. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company was founded in 1980 and is based in New York, New York.
Company Details
- SectorFinancial Services
- IndustryAsset Management
- CEOMr. Kevin Patirck Moran
- Employees465
- Headquarters22 Vanderbilt Avenue, New York, NY, United States, 10017, USA
- Websitehttps://alti-global.com
Leadership
- Mr. Kevin Patirck MoranPresident & COO · b. 1978
- Ms. Colleen Ann GrahamChief Legal, Compliance & Risk Officer · b. 1966
- Mr. Patrick KeenanCFO & Chief Accounting Officer · b. 1990
- Mr. Phillip DundasChief Technology Officer
- Ms. Claire VerdirameChief Marketing Officer
- Mr. Craig Lindsay SmithChair of Global Wealth Management · b. 1964
- Mr. Brooke Bayard ConnellPresident of US Wealth Management · b. 1972
- Mr. Colin PetersChief Human Resources Officer
- Mr. James B. BertlesCo-Head of US Wealth Planning
- Mr. Erik ChristoffersenManaging Director
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Analyst Ratings
- Strong Buy1
Ownership Breakdown
- Institutions
- 15.96%
- Insiders
- 53.19%
- Retail / Other
- 30.85%
Top Institutional Holders
- Allianz SE21.71M18.86%
- BlackRock Inc2.65M2.30%
- Vanguard Capital Management, LLC1.64M1.42%
- Geode Capital Management, LLC1.15M1.00%
- State Street Corp835.71K0.73%
- AlTi Global Inc773.17K0.67%
- Bank of Oklahoma National Association357.54K0.31%
- Charles Schwab Investment Management Inc346.99K0.30%
- Northern Trust Corp330.72K0.29%
- Vanguard Fiduciary Trust Co283.39K0.25%
- Vanguard Portfolio Management, LLC249.49K0.22%
- ARP Global Capital Ltd225.10K0.20%
- Dimensional Fund Advisors, Inc.202.74K0.18%
Top Fund Holders
- Vanguard MStar Total Stk Mkt Idx Invest1.58M1.37%
- iShares Russell 2000 ETF1.20M1.04%
- Fidelity Small Cap Index543.63K0.47%
- iShares Russell 2000 Value ETF386.08K0.34%
- Vanguard Russell 2000 ETF287.57K0.25%
- Fidelity Extended Market Index241.76K0.21%
- Schwab US Small-Cap ETF™210.52K0.18%
Stock Splits
- Jan 4, 20239:8