AlTi (ALTI)
Advises wealthy families, foundations, and institutions across wealth management, OCIO, and alternatives.
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Provides wealth management, family-office advice, OCIO services, trust support, and alternatives exposure for wealthy families, foundations, and institutions. The current business is one reportable segment after the real-estate exit, with revenue tied mainly to management and advisory fees.
Provides wealth management, family-office advisory, OCIO, trust, cross-border wealth advice, and alternatives expertise for wealthy families, foundations, institutions, and outsourced-CIO clients. Alternatives exposure includes TIG Arbitrage and interests in external managers.
Operates from a global footprint built from Tiedemann, TIG, and Alvarium roots, with added capacity in Singapore, the United States, the Midwest, and Germany after listing. Management/advisory fees form the main recurring revenue base, while incentive fees depend on alternatives performance.
The business is now one reportable segment after the International Real Estate disposal. Execution depends on client retention, market-sensitive asset levels, integration of acquired wealth-management teams, and remediation of reported internal-control weaknesses.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $31.2M · Total debt $75.9M · Total assets $1.11B · Shareholders' equity $613.2M
- Revenue
- $58.0M
- Operating income
- −$30.8M
- Net income
- −$23.5M
No dividends on record.
| Institutions | 22.62% | 35.28M shares | |
|---|---|---|---|
| 79 holders · as of Jun 30, 2026 | |||
| Insiders | 12.14% | 18.93M shares | |
| 16 holders · as of Jun 18, 2026 | |||
| Other | 65.24% | 101.74M shares | |
| remainder | |||
155.94M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (155.94M in the company's Sep 22, 2026 report, 102.41M elsewhere); stakes use the report.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Allianz SEInstitution | 13.92% | 21.71M A | as of Jun 30, 2026 |
Michael Tiedemann1Insiderdirector, officer: Chief Executive Officer | 7.11% | 11.09M A | filed Mar 31, 2026 |
Islet Management, LPInstitution | 3.48% | 5.42M | filed Dec 29, 2025 |
Spiros MaliagrosInsiderofficer: Pres., Strategic Alternatives | 2.44% | 397,176 A · 3.41M B | filed Oct 21, 2024 |
BlackRock, Inc.Institution | 2.04% | 3.18M A | as of Jun 30, 2026 |
- Michael Tiedemann's transaction reports restate only vehicles that traded; the 2026 ownership statement (11.09M) is used instead.
Insider tradesForm 4
No open-market trades in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AlTi | $3.18 | +2.25% | $461.8M | — | 13.3 | 1.7 | +9.2% |
| UBS (ADR) | $49.41 | −3.23% | $167.36B | 18.0 | 12.3 | 2.2 | +15.6% |
| Morgan Stanley | $200.89 | −2.54% | $325.12B | 16.8 | 15.2 | 2.6 | +36.8% |
| Northern Trust | $174.85 | −2.29% | $32.74B | 15.4 | 14.7 | 2.2 | −24.9% |
| SEI Investments | $104.50 | −0.84% | $12.65B | 18.6 | 15.7 | 5.2 | +14.7% |
| Raymond James Financial | $160.20 | −3.02% | $31.73B | 14.4 | 11.6 | 1.9 | +3.8% |
| BlackRock | $1,071.57 | −1.72% | $168.99B | 26.1 | 18.0 | 6.2 | +30.6% |
| LPL Financial | $310.42 | −6.57% | $26.58B | 26.5 | 11.5 | 1.4 | +35.2% |
| Stifel Financial | $74.17 | −2.05% | $11.48B | 8.9 | 10.6 | 1.7 | +13.2% |
| Median | 17.4 | 13.5 | 2.2 | +15.1% |