AlTi Global, Inc. Class A (ALTI)

Over the past six months, AlTi Global's stock price has experienced a slight decline. Key events include a strategic investment of up to $450 million from Allianz X and Constellation Wealth Capital in February 2024, the acquisition of East End Advisors in April 2024, which added nearly $6 billion in assets under management, and the reporting of Q4 2024 revenues of $53 million and full-year 2024 revenues of $207 million, with 96% derived from recurring management fees. The company's CFO will participate in the Wolfe Wealth Symposium on November 12, 2025, and the financial results for the third quarter of 2025 are scheduled to be released after market close on Monday, November 10, 2025.

Based on the available information, there is no explicit indication of significant demand seasonality for AlTi Global's products and services. The company's business model, characterized by a high percentage of recurring management fees, suggests a relatively stable revenue stream.

AlTi Global, Inc. operates as an independent global wealth and alternatives manager, serving entrepreneurs, multi-generational families, institutions, and emerging leaders. The company offers a suite of services through its Wealth & Capital Solutions segment, including investment management, advisory, trust, administration, and family office services. It also facilitates real estate co-investments through its International Real Estate segment and emphasizes impact investing. As of October 2025, the firm manages or advises on approximately $88 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, including 11 offices in the United States, nine in Europe, and one each in Hong Kong and Singapore. The company is exploring potential expansion into new geographic markets such as Germany and Australia. Its global distribution platform is a key differentiator.

AlTi Global maintains a strong brand reputation as a leading independent global wealth and asset manager. The company emphasizes its long track record, resilient business model, and significant growth trajectory, particularly in its alternatives platform. AlTi Global highlights its commitment to client-first outcomes, providing a permanent and enduring service model for multi-generational wealth. The firm was recognized as "Family Office Of The Year 2024."

AlTi Global has a diverse ownership structure, with 145 institutional owners and shareholders holding a total of 32,485,621 shares. Major institutional shareholders include Allianz SE, BlackRock, Inc., Vanguard Group Inc, Geode Capital Management, LLC, and State Street Corp. Individual investors hold 41.08% of the company, institutional investors account for 16.56%, and other entities hold 40.27%. Insiders collectively own 60.58% of the stock. Cayman Holdings Ilwaddi is the largest individual shareholder, possessing 35.83 million shares, representing 24.43% of the company.