AlTi Global, Inc. (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.

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Over the last 12 months, insiders at AlTi Global, Inc. have bought $2.46M and sold $1.38M worth of AlTi Global, Inc. stock.

On average, over the past 5 years, insiders at AlTi Global, Inc. have bought $2.06M and sold $809,629 worth of stock each year.

Highest buying activity among insiders over the last 12 months: Keaney Timothy F (President, Asset Management) — $1.15M. Tiedemann Michael (Chief Executive Officer) — $972,867. ilWaddi Holdings (10 percent owner) — $768,999.

The last purchase of 5,854 shares for transaction amount of $22,655 was made by IlWaddi Holdings (10 percent owner) on 2024‑09‑10.