AlTi Global (ALTI)

Its services span investment advisory mandates, both discretionary and non-discretionary, as well as estate and wealth planning, governance support, trust and fiduciary administration, philanthropy advice and broader family office services. AlTi also provides access to alternative investment opportunities, which can include private markets and other strategies not typically available through standard public-market portfolios. This mix makes the firm particularly relevant to clients seeking more than conventional portfolio management.

AlTi earns revenue mainly through recurring management, advisory, trustee and administration fees. It can also receive performance or incentive fees, distributions from investments and other service-related income. As a listed company, its performance is tied to client retention, assets under management or advisement, investment market conditions and demand for sophisticated wealth solutions.

The company’s distinctive feature is its focus on families and organisations with multi-generational and international needs. Rather than offering a narrow investment product, AlTi aims to coordinate capital, planning and governance across jurisdictions and asset classes. That makes it part of the broader wealth management industry, but with a specialist emphasis on complex private wealth and institutional capital.