AlTi Global (ALTI)
Market Price (3/28/2026): $3.29 | Market Cap: $335.9 MilSector: Financials | Industry: Asset Management & Custody Banks
AlTi Global (ALTI)
Market Price (3/28/2026): $3.29Market Cap: $335.9 MilSector: FinancialsIndustry: Asset Management & Custody Banks
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments, and Digital & Alternative Assets. Themes include Wealth Management Technology, Private Equity, Show more. | Weak multi-year price returns2Y Excs Rtn is -62%, 3Y Excs Rtn is -136% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -134 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -58% |
| Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 10.09 | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -5.4% | |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 13% | ||
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -38%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -40% | ||
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -52% | ||
| Key risksALTI key risks include [1] a sustained lack of profitability driven by rising operating expenses and [2] challenges successfully integrating its aggressive mergers and acquisitions. |
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments, and Digital & Alternative Assets. Themes include Wealth Management Technology, Private Equity, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -62%, 3Y Excs Rtn is -136% |
| Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 10.09 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -134 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -58% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -5.4% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 13% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -38%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -40% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -52% |
| Key risksALTI key risks include [1] a sustained lack of profitability driven by rising operating expenses and [2] challenges successfully integrating its aggressive mergers and acquisitions. |
Qualitative Assessment
AI Analysis | Feedback
AlTi Global (ALTI) stock has lost about 20% since 11/30/2025 because of the following key factors:
1. Negative Analyst Sentiment and Weak Fundamentals Contributed to a Downward Trend.
AlTi Global (ALTI) has faced negative sentiment from Wall Street, with MarketBeat showing a "Reduce" consensus rating and Weiss Ratings reiterating a "sell (d-)" rating as of March 5, 2026, and January 21, 2026, respectively. The company's fundamentals also appeared weak, evidenced by a negative P/E ratio of -1.99 as of March 18, 2026, signaling investor concerns about profitability.
2. Increased Regulatory Scrutiny in the Financial Services Sector Provided Macroeconomic Headwinds.
The broader financial services industry, particularly non-bank entities like asset managers, experienced heightened regulatory scrutiny in late 2025 and early 2026. Regulators focused on the interconnectedness of these firms with the banking sector and the real economy, and their potential impact on financial stability, which likely created a cautious environment for investors in the sector.
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1. Negative Analyst Sentiment and Weak Fundamentals Contributed to a Downward Trend.
AlTi Global (ALTI) has faced negative sentiment from Wall Street, with MarketBeat showing a "Reduce" consensus rating and Weiss Ratings reiterating a "sell (d-)" rating as of March 5, 2026, and January 21, 2026, respectively. The company's fundamentals also appeared weak, evidenced by a negative P/E ratio of -1.99 as of March 18, 2026, signaling investor concerns about profitability.
2. Increased Regulatory Scrutiny in the Financial Services Sector Provided Macroeconomic Headwinds.
The broader financial services industry, particularly non-bank entities like asset managers, experienced heightened regulatory scrutiny in late 2025 and early 2026. Regulators focused on the interconnectedness of these firms with the banking sector and the real economy, and their potential impact on financial stability, which likely created a cautious environment for investors in the sector.
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Stock Movement Drivers
Fundamental Drivers
The -18.8% change in ALTI stock from 11/30/2025 to 3/27/2026 was primarily driven by a -18.8% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3272026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.04 | 3.28 | -18.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 228 | 228 | 0.0% |
| P/S Multiple | 1.8 | 1.5 | -18.8% |
| Shares Outstanding (Mil) | 102 | 102 | 0.0% |
| Cumulative Contribution | -18.8% |
Market Drivers
11/30/2025 to 3/27/2026| Return | Correlation | |
|---|---|---|
| ALTI | -18.8% | |
| Market (SPY) | -5.3% | 35.6% |
| Sector (XLF) | -10.0% | 38.1% |
Fundamental Drivers
The -24.2% change in ALTI stock from 8/31/2025 to 3/27/2026 was primarily driven by a -24.4% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3272026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.33 | 3.28 | -24.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 223 | 228 | 2.4% |
| P/S Multiple | 1.9 | 1.5 | -24.4% |
| Shares Outstanding (Mil) | 100 | 102 | -2.1% |
| Cumulative Contribution | -24.2% |
Market Drivers
8/31/2025 to 3/27/2026| Return | Correlation | |
|---|---|---|
| ALTI | -24.2% | |
| Market (SPY) | 0.6% | 29.5% |
| Sector (XLF) | -10.8% | 33.2% |
Fundamental Drivers
The -5.2% change in ALTI stock from 2/28/2025 to 3/27/2026 was primarily driven by a -15.4% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 2282025 | 3272026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.46 | 3.28 | -5.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 241 | 228 | -5.4% |
| P/S Multiple | 1.2 | 1.5 | 18.5% |
| Shares Outstanding (Mil) | 86 | 102 | -15.4% |
| Cumulative Contribution | -5.2% |
Market Drivers
2/28/2025 to 3/27/2026| Return | Correlation | |
|---|---|---|
| ALTI | -5.2% | |
| Market (SPY) | 9.8% | 20.8% |
| Sector (XLF) | -7.1% | 22.1% |
Fundamental Drivers
The -64.7% change in ALTI stock from 2/28/2023 to 3/27/2026 was primarily driven by a -81.8% change in the company's P/S Multiple.| (LTM values as of) | 2282023 | 3272026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.30 | 3.28 | -64.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 66 | 228 | 244.6% |
| P/S Multiple | 8.1 | 1.5 | -81.8% |
| Shares Outstanding (Mil) | 57 | 102 | -43.7% |
| Cumulative Contribution | -64.7% |
Market Drivers
2/28/2023 to 3/27/2026| Return | Correlation | |
|---|---|---|
| ALTI | -64.7% | |
| Market (SPY) | 69.4% | 19.6% |
| Sector (XLF) | 40.5% | 17.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ALTI Return | 1% | 10% | -20% | -50% | 5% | -28% | -66% |
| Peers Return | 51% | -8% | 30% | 45% | 15% | -12% | 165% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| ALTI Win Rate | 56% | 50% | 50% | 33% | 50% | 33% | |
| Peers Win Rate | 65% | 46% | 52% | 68% | 58% | 27% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| ALTI Max Drawdown | -1% | -13% | -62% | -60% | -43% | -29% | |
| Peers Max Drawdown | -4% | -31% | -9% | -3% | -27% | -15% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AMG, LAZ, EVR, HLI, AMP.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/27/2026 (YTD)
How Low Can It Go
| Event | ALTI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -73.2% | -25.4% |
| % Gain to Breakeven | 272.9% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
Compare to AMG, LAZ, EVR, HLI, AMP
In The Past
AlTi Global's stock fell -73.2% during the 2022 Inflation Shock from a high on 1/25/2023. A -73.2% loss requires a 272.9% gain to breakeven.
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About AlTi Global (ALTI)
AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States and internationally. The company offers discretionary investment management, non-discretionary investment advisory, trust, and administration services, as well as family office services comprising wealth transfer planning, multi-generational education planning, wealth and asset strategy, trust and fiduciary, chief financial officers and outsourced family office, philanthropy, and lifestyle and special projects services. It also provides merchant banking services, such as merger and acquisition advisory, corporate broker, private placements, public company and initial public offering advisory, strategic advisory, independent board advice, and structured finance advisory services; and corporate advisory, brokerage, and placement agency services to entrepreneurs and companies. The company offers investment strategy, asset allocation, investment manager selection, risk management, portfolio construction and implementation, and reporting. In addition, it manages or advises in combined assets; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds; and invests in and supports financial services professionals, as well as provides impact investing advisory, investment manager selection, monitoring, and due diligence services. Further, the company offers coordination of legal-related and strategic business planning, wealth transfer planning, estate planning, research on trustee placement and multi-generational education planning, administrative, tax planning and concierge, and other services. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.
AI Analysis | Feedback
AlTi Global is like **Goldman Sachs Private Wealth Management** combined with a boutique investment bank like **Lazard** for the ultra-wealthy.
Think of it as a comprehensive family office for the super-rich, similar to **Northern Trust** or **Bessemer Trust**, but also offering specialized corporate advisory and merchant banking services.
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- Wealth Management & Advisory Services: Provides discretionary and non-discretionary investment management, wealth transfer planning, estate planning, tax planning, and general financial advisory to individuals, families, and institutions.
- Family Office Services: Offers comprehensive outsourced support for ultra-high-net-worth families, including wealth transfer planning, multi-generational education, wealth strategy, trust, and philanthropy services.
- Asset Management: Manages and advises public and private investment funds, structures co-investment opportunities in alternative assets, and provides investment strategy, asset allocation, and portfolio construction.
- Merchant Banking & Corporate Advisory: Delivers merger and acquisition advisory, corporate brokerage, private placements, public company and IPO advisory, strategic advisory, and structured finance advisory to entrepreneurs and companies.
AI Analysis | Feedback
AlTi Global (ALTI) serves a diverse client base, including individuals, families, foundations, institutions, entrepreneurs, and companies. Given the comprehensive nature of its wealth management and family office services for individuals and families, alongside its advisory services for other entities, it is most appropriate to describe its customer base through categories rather than naming specific customer companies.
The major customer categories for AlTi Global are:
- High-Net-Worth Individuals and Families: This category encompasses clients seeking comprehensive wealth and asset management, multi-generational wealth transfer planning, education planning, estate planning, and a suite of family office services including outsourced CFO, philanthropy, and lifestyle management.
- Foundations and Institutions: AlTi Global provides discretionary investment management, non-discretionary investment advisory, and administration services to various foundations and other institutional clients.
- Entrepreneurs and Operating Companies: This segment utilizes AlTi Global's merchant banking services, including merger and acquisition advisory, corporate brokerage, private placements, public company and IPO advisory, as well as corporate advisory, brokerage, and placement agency services. It also includes clients related to public and private investment funds that AlTi Global manages or advises.
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Michael Tiedemann, Chief Executive Officer and Director
Michael Tiedemann is a founding partner and Chief Executive Officer of AlTi Global, a publicly traded investment firm. Prior to leading the merger that created AlTi, he was a Founding Partner, CEO, and Chairman of the Internal Investment Committee at Tiedemann Advisors, as well as CEO at Tiedemann Investment Group (TIG). He co-founded the business with his father, Carl Tiedemann, who was the former president of DLJ. He started Tiedemann Advisors in 2000. Early in his career, he worked as an emerging markets research analyst for Tiedemann Investment Group (TIG), and later joined Banco Garantia in Brazil, running their equity sales and trading operations out of New York after its acquisition by Credit Suisse. The merger that formed AlTi Global took Tiedemann Group (including Tiedemann Advisors and TIG Advisors) and Alvarium Investments public via a special purpose acquisition company (SPAC). AlTi Global has since raised $450 million from private equity investors Constellation Wealth Capital and Allianz (through Allianz X).
Michael Harrington, Chief Financial Officer
Michael Harrington brings nearly four decades of experience in financial services across the banking, investment management, and asset management industries. Prior to joining AlTi, he served as Chief Financial Officer of Republic First Bancorp. He previously held the roles of CFO at Bryn Mawr Trust Company, CFO and Treasurer at Susquehanna Bancshares, and CFO, Treasurer, and CIO for First Niagara Financial Group. Notably, he served as Executive Vice President and Chief Financial Officer of The Bryn Mawr Trust Company, which completed a sale to WSFS Financial Corp in 2021.
Kevin Moran, President and Chief Operating Officer
Kevin Moran serves as the President and Chief Operating Officer of AlTi Global.
Colleen Graham, Chief Legal, Compliance and Risk Officer
Colleen Graham is the Chief Legal, Compliance and Risk Officer for AlTi Global.
Brooke Connell, President, U.S. Wealth Management
Brooke Connell holds the position of President, U.S. Wealth Management at AlTi Global.
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```htmlHere are the key risks to AlTi Global (ALTI):
- Financial Health and Profitability Challenges: AlTi Global faces significant financial health issues, including a Z-Score in the distress zone and a low F-Score, indicating financial distress and poor operational performance. The company has experienced substantial revenue decline and negative operating and net margins, reflecting ongoing profitability challenges and difficulties in generating returns on shareholder equity. While losses are narrowing, the company remains unprofitable, and management has acknowledged a recurring cost base that is higher than desired for its current scale. The decision to wind down its International Real Estate business further highlights past profitability issues within certain segments.
- Market Volatility, Economic Uncertainty, and Regulatory Environment: AlTi Global operates in industries highly susceptible to market volatility, economic uncertainty, and an evolving regulatory landscape. Inflation, fluctuating interest rates, and geopolitical tensions contribute to an unpredictable market environment that can impact asset values and investor sentiment. Additionally, rapidly changing tax laws and increased governmental scrutiny, including new and complex regulations in the financial services sector, demand constant adaptation, legal, and tax expertise to ensure compliance and avoid potential financial penalties.
- Intense Competition and Fee Compression: The wealth and asset management industry is characterized by intense competition and ongoing pressure on fees. There is a growing client demand for lower-cost products, including passively managed strategies and ETFs, which can lead to fee compression and reduced revenue margins. This competitive landscape, coupled with the dominance of larger asset managers, poses significant challenges for AlTi Global in differentiating its services and maintaining profitability.
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AlTi Global (symbol: ALTI) operates in several significant addressable markets within the financial services industry. Here's an overview of the market sizes for its main products and services:
Wealth and Asset Management Services
- Global Wealth Management Market: The global wealth management market was valued at approximately USD 1.83 trillion in 2024 and is projected to reach USD 5.95 trillion by 2033, exhibiting a compound annual growth rate (CAGR) of 14% from 2026 to 2033. Another estimate places the market at USD 1636.83 billion in 2024, with a projected growth to USD 4893.17 billion by 2034 at a CAGR of 10.6% from 2025 to 2034.
- U.S. Wealth Management Market: The U.S. wealth management market is described as "extraordinarily vast." Robo-advisors alone managed over USD 1 trillion in assets as of 2025, with forecasts indicating this figure could approach USD 2 trillion within the next few years. The mass affluent segment in the U.S. consists of about 33 million individuals, accounting for approximately 43% of the country's investable assets.
Family Office Services
- Global Family Office Market: This market was valued at USD 20.6 billion in 2025 and is projected to grow to USD 38.1 billion by the end of 2035, with a CAGR of 7.1% from 2026 to 2035. Other estimates include USD 21.4 billion in 2025, reaching USD 30.3 billion by 2034 at a CAGR of 3.94% during 2026-2034, and USD 20.57 billion in 2025, growing to USD 28.22 billion by 2031 with a CAGR of 5.41%.
- North America Family Office Market: North America is anticipated to hold the largest share of this market, predicted to account for 55.7% by 2035.
- U.S. Family Office Market: The U.S. family offices market reached USD 5,084.31 million in 2024 and is projected to grow to USD 7,369.14 million by 2033, showing a CAGR of 4.21% during 2025-2033. In 2025, the U.S. alone constituted around 94% of the total North America Family Offices market. The United States is home to the largest number of family offices globally, with 7,160 recorded.
Merchant Banking and Corporate Advisory Services (Investment Banking & M&A Advisory)
- Global Investment Banking Market: The global investment banking market was valued at USD 110.12 billion in 2025 and is projected to reach USD 214.90 billion by 2034, with a CAGR of 7.80%. Another report estimates the market at USD 129.13 billion in 2025, projected to grow to USD 301.52 billion by 2035, at a CAGR of 8.85% from 2026 to 2035.
- North America Investment Banking Market: This region dominated the market with a valuation of USD 44.72 billion in 2025 and USD 47.76 billion in 2026. North America was also the fastest-growing region in 2023, holding over 34% of the global market share.
- U.S. Investment Banking Market: The U.S. investment banking market is valued at approximately USD 135 billion. It is expected to grow from USD 54.74 billion in 2025 to USD 67.47 billion by 2031, at a CAGR of 3.55% during 2026-2031.
- Global M&A Advisory Market: The global M&A deal value reached approximately USD 3.2 trillion in 2023. The M&A advisory market size was valued at USD 27946.63 million in 2024 and is expected to reach USD 34802.12 million by 2033, growing at a CAGR of 2.5% from 2025 to 2033. Another source estimates the M&A advisory market at USD 50 billion in 2025, with a projected CAGR of 7% between 2025 and 2033.
- U.S. M&A Advisory Market: The United States accounted for 38% of the global M&A advisory market share in 2023. The U.S. recorded over 1,500 M&A deals by 2025.
Impact Investing Advisory
- Global Impact Investing Market: The global impact investing market was estimated at USD 1.164 trillion in assets under management (AUM) in 2022. Other reports indicate a market size of USD 1.47 trillion in 2025, growing to USD 2.19 trillion by 2031 at a CAGR of 6.83%, and USD 629.07 billion in 2025, growing to USD 1.54 trillion in 2030 at a CAGR of 19.8%. One estimate for 2024 valued the market at USD 111.92 billion, projected to reach USD 527.55 billion by 2033 with an 18.8% CAGR from 2026-2033.
- North America Impact Investing Market: North America held a significant share of 43% of the impact investing industry in 2021.
- U.S. Impact Investing Market: The U.S. impact investing market generated USD 25,950.0 million in revenue in 2024 and is expected to reach USD 68,547.9 million by 2030, growing at a CAGR of 18.2% from 2025 to 2030. In 2024, the U.S. market was valued at USD 27.3 billion. The U.S. is also forecasted to be the top market for impact investing companies.
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AlTi Global (ALTI) is expected to drive future revenue growth over the next 2-3 years through several key strategies: * **Strategic Mergers and Acquisitions (M&A):** AlTi Global has secured substantial strategic investments from entities like Allianz X and Constellation Wealth Capital, explicitly earmarked to fund its mergers and acquisitions pipeline and organic growth initiatives. The company has already executed acquisitions in the United States, such as Envoi and East End Advisors, and significantly expanded its European footprint by acquiring Kontora Family Office in Germany. These acquisitions directly contribute to increased assets under management and advisement (AUM/AUA) and broader market reach. * **Global Expansion in Ultra-High-Net-Worth (UHNW) Markets:** A core part of AlTi's strategy is to expand its global presence, particularly focusing on wealth hubs that cater to ultra-high-net-worth individuals. The entry into the German market through the Kontora acquisition is a prime example, as Germany represents a significant UHNW market. The company also aims to capitalize on opportunities in the Middle East and other key international markets, further broadening its client base and revenue streams. * **Organic Growth and Net New Asset Generation:** The company consistently reports strong organic growth, reflected in increasing net new asset flows and overall assets under management and advisement. This organic expansion within its core Wealth Management and Capital Solutions segment, driven by client wins and portfolio performance, is a fundamental driver of recurring revenue. * **Expansion of Alternative Investment Offerings and Expertise:** AlTi Global is strategically expanding its capabilities and product offerings within the alternative investment space. This includes the launch of new growth equity strategies focused on private technology companies through partnerships and exploring the launch of a GP stakes strategy in a fund format. By diversifying and enhancing its alternative investment solutions, AlTi aims to attract more sophisticated clients and generate additional fee-based revenue. * **Operational Efficiency and Focus on Core Wealth Management:** While indirectly impacting revenue, the company's focus on streamlining operations, exiting non-core businesses (such as its international real estate business), and implementing cost reduction initiatives like zero-based budgeting is expected to enhance profitability and allow for reinvestment into its core wealth management franchise. This disciplined approach strengthens the company's financial health and supports sustainable long-term revenue growth.AI Analysis | Feedback
Share Repurchases
- AlTi Global repurchased 817,730 shares of Class A Common Stock as of March 31, 2025, primarily related to its equity-based compensation award programs.
Share Issuance
- In January 2023, Alvarium Tiedemann (now AlTi Global) issued 2,118,569 bonus shares of Class A common stock to public shareholders and private placement investors as part of its business combination.
- The company completed an exchange offer for warrants in May 2023, issuing 0.25 shares of Class A Common Stock for each tendered warrant to simplify its capital structure.
- As of December 2024, there was an issuance of 2,100,000 shares to Alvarium Employee Benefit Trust.
Inbound Investments
- In February 2024, AlTi Global received a strategic investment of up to $450 million, with Allianz X contributing up to $300 million and Constellation Wealth Capital investing $150 million.
- This strategic investment is primarily aimed at funding AlTi's mergers and acquisitions (M&A) pipeline and supporting organic growth initiatives.
- Allianz SE increased its stake to approximately 14.21% of AlTi Global during the third quarter (year not specified in snippet, but recent), acquiring over 1.5 million additional shares.
Outbound Investments
- AlTi Global is utilizing its recently acquired capital to accelerate its mergers and acquisitions strategy, international expansion, and organic growth initiatives.
- The company's acquisition strategy includes completed or announced acquisitions such as East End Advisors, Manz Envoi, and Kontora.
- In March 2025, AlTi Global acquired Kontora Family Office, a multi-family office in Germany with approximately €14 billion in assets under management.
Capital Expenditures
- AlTi Global approved an orderly wind-down of its non-core International Real Estate (IRE) business, expected to be substantially completed by December 2027, to refocus capital on wealth management and alternative investments.
- The company expects to achieve approximately $20 million in recurring annual gross savings across non-compensation expense categories starting in the second half of 2025, driven by efficiency efforts and the exit from its international real estate business.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| AlTi Global Earnings Notes | 12/16/2025 | |
| With AlTi Global Stock Sliding, Have You Assessed The Risk? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to ALTI.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 02282026 | NDAQ | Nasdaq | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 02272026 | JEF | Jefferies Financial | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 02272026 | ALAB | Astera Labs | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 0.0% | 0.0% | 0.0% |
| 02272026 | PAYO | Payoneer Global | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 0.0% | 0.0% | 0.0% |
| 02272026 | FOUR | Shift4 Payments | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 0.0% | 0.0% | 0.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 203.99 |
| Mkt Cap | 8.4 |
| Rev LTM | 2,898 |
| Op Inc LTM | 426 |
| FCF LTM | 853 |
| FCF 3Y Avg | 711 |
| CFO LTM | 871 |
| CFO 3Y Avg | 755 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.5% |
| Rev Chg 3Y Avg | 11.2% |
| Rev Chg Q | 11.0% |
| QoQ Delta Rev Chg LTM | 2.8% |
| Op Mgn LTM | 17.4% |
| Op Mgn 3Y Avg | 15.4% |
| QoQ Delta Op Mgn LTM | -2.5% |
| CFO/Rev LTM | 30.8% |
| CFO/Rev 3Y Avg | 27.4% |
| FCF/Rev LTM | 29.3% |
| FCF/Rev 3Y Avg | 25.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 8.4 |
| P/S | 2.5 |
| P/EBIT | 8.6 |
| P/E | 14.0 |
| P/CFO | 7.6 |
| Total Yield | 8.2% |
| Dividend Yield | 1.4% |
| FCF Yield 3Y Avg | 8.3% |
| D/E | 0.2 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -15.1% |
| 3M Rtn | -20.9% |
| 6M Rtn | -15.0% |
| 12M Rtn | 0.3% |
| 3Y Rtn | 57.6% |
| 1M Excs Rtn | -8.3% |
| 3M Excs Rtn | -12.1% |
| 6M Excs Rtn | -10.5% |
| 12M Excs Rtn | -12.3% |
| 3Y Excs Rtn | -5.4% |
Price Behavior
Price Behavior
| Market Price | $3.28 | |
| Market Cap ($ Bil) | 0.3 | |
| First Trading Date | 04/27/2021 | |
| Distance from 52W High | -36.8% | |
| 50 Days | 200 Days | |
| DMA Price | $4.23 | $4.16 |
| DMA Trend | up | down |
| Distance from DMA | -22.4% | -21.2% |
| 3M | 1YR | |
| Volatility | 58.6% | 52.3% |
| Downside Capture | 1.79 | 0.90 |
| Upside Capture | 175.26 | 116.40 |
| Correlation (SPY) | 35.0% | 27.3% |
ALTI Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.26 | 1.10 | 1.54 | 1.01 | 0.52 | 0.95 |
| Up Beta | -1.82 | -0.92 | -1.70 | 0.06 | 0.39 | 0.97 |
| Down Beta | 0.79 | 1.09 | 1.48 | 0.81 | 0.47 | 1.23 |
| Up Capture | 25% | 152% | 310% | 132% | 67% | 23% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 12 | 25 | 35 | 61 | 114 | 355 |
| Down Capture | 116% | 182% | 199% | 135% | 72% | 101% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 9 | 16 | 26 | 61 | 126 | 379 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALTI | |
|---|---|---|---|---|
| ALTI | 10.9% | 52.3% | 0.38 | - |
| Sector ETF (XLF) | -4.0% | 19.2% | -0.33 | 29.2% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 27.3% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | 11.5% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 9.3% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | 28.1% |
| Bitcoin (BTCUSD) | -21.0% | 44.0% | -0.41 | 19.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALTI | |
|---|---|---|---|---|
| ALTI | -15.9% | 76.3% | 0.06 | - |
| Sector ETF (XLF) | 9.1% | 18.7% | 0.37 | 13.2% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 13.3% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 5.8% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 5.9% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 14.8% |
| Bitcoin (BTCUSD) | 4.7% | 56.6% | 0.30 | 7.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALTI | |
|---|---|---|---|---|
| ALTI | -8.3% | 76.3% | 0.06 | - |
| Sector ETF (XLF) | 12.0% | 22.1% | 0.50 | 13.2% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 13.3% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 5.8% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 5.9% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 14.8% |
| Bitcoin (BTCUSD) | 66.9% | 66.8% | 1.06 | 7.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/12/2025 | -4.7% | -5.9% | 25.6% |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 1 |
| # Negative | 1 | 1 | 0 |
| Median Positive | 25.6% | ||
| Median Negative | -4.7% | -5.9% | |
| Max Positive | 25.6% | ||
| Max Negative | -4.7% | -5.9% | |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/13/2025 | 10-Q |
| 06/30/2025 | 08/11/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 03/17/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/22/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/22/2023 | 10-Q |
| 12/31/2022 | 04/26/2023 | S-1/A |
| 09/30/2022 | 01/27/2023 | S-1 |
| 06/30/2022 | 10/17/2022 | 424B3 |
| 09/30/2021 | 02/11/2022 | S-4 |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Keenan, Patrick T | Principal Accounting Officer | Direct | Sell | 7222025 | 3.47 | 4,562 | 15,831 | 22,947 | Form |
| 2 | Moran, Kevin P | President and COO | Direct | Sell | 6052025 | 3.47 | 28,509 | 98,927 | 209,280 | Form |
| 3 | Connell, Brooke | Pres, US Wealth Mgmt | Direct | Sell | 6052025 | 3.47 | 21,462 | 74,474 | 750,869 | Form |
| 4 | Tiedemann, Michael | Chief Executive Officer | Direct | Sell | 6052025 | 3.47 | 42,199 | 146,430 | 1,877,768 | Form |
| 5 | Graham, Colleen A | Chief Legal, Compl & Risk Ofcr | Direct | Sell | 6052025 | 3.47 | 22,934 | 79,581 | 145,603 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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