AlTi Global, Inc. Class A (ALTI)

Over the past six months, AlTi Global's stock price has experienced a decline. Key events impacting the company and potentially its stock price include the Q1 2025 Earnings Call held on May 12, 2025, and the acquisition of Envoi in May 2024, which expanded AlTi Global's ultra-high-net-worth wealth management business in the US. The Q4 2024 Earnings Call was held on March 13, 2025, where the company discussed its transformative year, strategic partnerships, growth strategy, and streamlined non-core assets. A strategic transaction in March 2025 marked AlTi Global's entry into Germany, boosting its assets in the Wealth Management and Capital Solutions segment. The disposal of the Real Estate Business (LRA) was completed on March 6, 2024, resulting in an intangible asset impairment charge of $23.5 million as of December 31, 2023. The Q3 2024 Earnings Call was held on November 8, 2024.

The demand for financial advisory services exhibits some seasonality, with the fall season being a critical period due to year-end financial reporting, tax preparation, and budget planning. Clients often seek seasonal financial reviews, portfolio updates, and end-of-year planning strategies during this time, suggesting a predictable pattern of higher demand for services related to financial planning, tax optimization, and investment adjustments.

AlTi Global, Inc. is a global financial services company that offers investment, advisory, and administrative capabilities. The company provides holistic solutions for wealth management and alternative investments clients, including discretionary investment management, non-discretionary investment advisory services, trust services, administration services, and family office services. AlTi Global also engages in international real estate co-investments and provides fund management, strategic advisory, corporate advisory, brokerage, and placement agency services. As of September 30, 2025, AlTi Global manages or advises approximately $82 billion in combined assets.

AlTi Global has a significant international presence, with offices in 21 leading financial centers across ten countries in the U.S., Europe, and Asia. The company has been actively expanding its U.S. footprint through acquisitions like Envoi and growth in Dallas. In Europe, AlTi Global entered the German market in March 2025 with the acquisition of a Hamburg-based multi-family office.

AlTi Global maintains a strong brand reputation, evidenced by several awards received in the past year, including recognition as a top multi-family office and wealth manager. The company emphasizes its commitment to impact or values-aligned investing and aims to align capital with clients' goals and values. No specific events negatively impacting AlTi Global's reputation in the past year were identified.

AlTi Global, Inc. has a diverse ownership structure, with 152 institutional owners holding a total of 33,937,772 shares. Major institutional shareholders include Allianz Se, BlackRock, Inc., Vanguard Group Inc, Geode Capital Management, Llc, State Street Corp, and Bokf, Na. Individual ownership is also significant, with AlTi Global insiders owning 60.58% of the company. Cayman Holdings Ilwaddi is the largest individual shareholder, holding 35.83 million shares, representing 24.43% of the company.