$552M | ||
$154M | ||
$83M | ||
$80M | ||
$68M | ||
$68M |
Buys | $1,622,963 | 15 | 38 |
Sells | $1,041,960 | 25 | 62 |
Tiedemann Michael | Chief Executive Officer | 5 | $972,867 | 0 | $0 | $972,867 |
ilWaddi Holdings | 10 percent owner | 10 | $768,999 | 0 | $0 | $768,999 |
ALLIANZ SE | 10 percent owner | 1 | $160,698 | 0 | $0 | $160,698 |
Keaney Timothy F | President, Asset Management | 1 | $75,518 | 0 | $0 | $75,518 |
Maliagros Spiros | President, Asset Management | 0 | $0 | 25 | $554,810 | $-554,810 |
Moran Kevin P. | See Remarks | 0 | $0 | 2 | $597,221 | $-597,221 |
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.
Over the last 12 months, insiders at AlTi Global, Inc. have bought $1.62M and sold $1.04M worth of AlTi Global, Inc. stock.
On average, over the past 5 years, insiders at AlTi Global, Inc. have bought $2.11M and sold $539,752 worth of stock each year.
Highest buying activity among insiders over the last 12 months: Tiedemann Michael (Chief Executive Officer) — $972,867. ilWaddi Holdings (10 percent owner) — $768,999. ALLIANZ SE (10 percent owner) — $160,698.
The last purchase of 18,471 shares for transaction amount of $160,698 was made by ALLIANZ SE (10 percent owner) on 2025‑05‑13.
2025-05-13 | ALLIANZ SE | 10 percent owner | 18,471 – | $8.70 | $160,698 | -5.36% | ||
2024-10-18 | Sale | Maliagros Spiros | Pres., Strategic Alternatives | 6,475 0.0039% | $4.00 | $25,900 | +0.51% | |
2024-10-17 | Sale | Maliagros Spiros | Pres., Strategic Alternatives | 1,516 0.0009% | $4.00 | $6,064 | -1.76% | |
2024-09-17 | Sale | Maliagros Spiros | Pres., Strategic Alternatives | 5,769 0.0039% | $4.47 | $25,787 | -14.08% | |
2024-09-11 | Sale | Maliagros Spiros | Pres., Strategic Alternatives | 5,426 0.0034% | $4.13 | $22,409 | -7.78% | |
2024-09-10 | Sale | Maliagros Spiros | Pres., Strategic Alternatives | 500 0.0003% | $4.00 | $2,000 | -1.28% | |
2024-09-10 | IlWaddi Holdings | 10 percent owner | 5,854 0.0034% | $3.87 | $22,655 | -1.28% | ||
2024-09-09 | Sale | Maliagros Spiros | Pres., Strategic Alternatives | 5,612 0.0034% | $4.04 | $22,672 | -1.90% | |
2024-09-05 | IlWaddi Holdings | 10 percent owner | 603 0.0003% | $3.80 | $2,291 | -0.13% | ||
2024-09-04 | IlWaddi Holdings | 10 percent owner | 12,586 0.0072% | $3.80 | $47,827 | +2.11% | ||
2024-08-27 | Sale | Maliagros Spiros | Pres., Strategic Alternatives | 5,769 0.0037% | $4.25 | $24,518 | -8.16% | |
2024-08-20 | Sale | Maliagros Spiros | Pres., Strategic Alternatives | 5,769 0.0035% | $4.04 | $23,307 | -2.74% | |
2024-08-20 | Sale | Moran Kevin P. | President and COO | 137,500 0.0828% | $4.00 | $550,000 | -2.74% | |
2024-08-20 | IlWaddi Holdings | 10 percent owner | 3,835 0.0023% | $3.95 | $15,148 | -2.74% | ||
2024-08-16 | Sale | Maliagros Spiros | Pres., Strategic Alternatives | 2,464 0.0015% | $4.07 | $10,028 | -4.39% | |
2024-08-15 | Sale | Maliagros Spiros | Pres., Strategic Alternatives | 6,227 0.0038% | $4.05 | $25,219 | -1.13% | |
2024-08-15 | IlWaddi Holdings | 10 percent owner | 31,393 0.0191% | $4.05 | $127,142 | -1.13% | ||
2024-08-14 | IlWaddi Holdings | 10 percent owner | 51,480 0.0304% | $3.92 | $201,802 | +0.51% | ||
2024-08-13 | Sale | Maliagros Spiros | Pres., Strategic Alternatives | 468 0.0003% | $4.00 | $1,872 | +1.42% | |
2024-08-13 | IlWaddi Holdings | 10 percent owner | 27,515 0.0157% | $3.79 | $104,282 | +1.42% |
IlWaddi Holdings | 10 percent owner | 18117850 12.4965% | $62.33M | 12 | 0 | <0.0001% |
Tiedemann Michael | Chief Executive Officer | 499887 0.3448% | $1.72M | 5 | 0 | <0.0001% |
Maliagros Spiros | Pres., Strategic Alternatives | 397176 0.2739% | $1.37M | 0 | 27 | |
ALLIANZ SE | 10 percent owner | 158471 0.1093% | $545,140.24 | 1 | 0 | |
Moran Kevin P. | President and COO | 27637 0.0191% | $95,071.97 | 0 | 4 | |
Yu Peter | director | 6459292 4.4552% | $22.22M | 9 | 0 | <0.0001% |
Kravtsova Yana | See Remarks | 358298 0.2471% | $1.23M | 1 | 0 | |
Connell Brooke | Pres, US Wealth Mmgt | 190772 0.1316% | $656,254.10 | 0 | 1 | |
Keaney Timothy F | President, Asset Management | 97321 0.0671% | $334,784.24 | 3 | 0 | <0.0001% |
Pangaea Three-B, LP | director | 97352 0.0671% | $334,890.88 | 10 | 0 | <0.0001% |
Smith Charles Andrew | Senior VP and CFO | 94000 0.0648% | $323,360.00 | 1 | 0 | |
FURLONG MARK F | director | 25000 0.0172% | $86,000.00 | 1 | 0 | <0.0001% |
LERDAL MARK D | director | 20000 0.0138% | $68,800.00 | 2 | 0 | |
Grabowski Bertrand P. | director | 12500 0.0086% | $43,000.00 | 0 | 1 | |
Karp Daniel Jeremy | director | 12500 0.0086% | $43,000.00 | 0 | 1 | |
PAYNE JAMES L | director | 0 0% | $0 | 1 | 1 |
AlTi Global, Inc. (ALTI) | $4,409,679 | 24 | -18.97% | $498.74M |
Increased Positions | 31 | +63.27% | 1M | +4.77% |
Decreased Positions | 18 | -36.73% | 292,796 | -1.03% |
New Positions | 11 | New | 687,872 | New |
Sold Out Positions | 8 | Sold Out | 144,744 | Sold Out |
Total Postitions | 62 | +26.53% | 30M | +3.75% |
Allianz Se | $61,819.00 | 19.32% | 19.32M | +19M | New | 2024-12-31 |
Blackrock, Inc. | $8,390.00 | 2.62% | 2.62M | -36,230 | -1.36% | 2025-03-31 |
Vanguard Group Inc | $7,298.00 | 2.28% | 2.28M | -4,536 | -0.2% | 2024-12-31 |
Geode Capital Management, Llc | $3,504.00 | 1.1% | 1.1M | +14,868 | +1.38% | 2024-12-31 |
Alti Global, Inc. | $2,616.00 | 0.82% | 817,427 | -17,975 | -2.15% | 2024-12-31 |
State Street Corp | $2,157.00 | 0.67% | 673,932 | +133,719 | +24.75% | 2024-12-31 |
Bokf, Na | $1,907.00 | 0.6% | 595,894 | +595,894 | New | 2024-12-31 |
Charles Schwab Investment Management Inc | $1,496.00 | 0.47% | 467,415 | +34,798 | +8.04% | 2024-12-31 |
Ubs Group Ag | $1,359.00 | 0.43% | 424,798 | +408,705 | +2,539.64% | 2024-12-31 |
Northern Trust Corp | $1,076.00 | 0.34% | 336,209 | +8,113 | +2.47% | 2024-12-31 |