AlTi Global, Inc.
alti-global.comWhat Do They Do?
Sells wealth management, investment advice, and family-office services to families, foundations, and institutions.
10-K for FY2025, filed Mar 31, 2026
How Do They Make Money?
Clients pay recurring management, advisory, trustee, and administration fees based on assets and services, usually annually or quarterly; complex family-office work can be fixed or time-based, and performance fees are typically paid annually when earned. AlTi also receives distributions from external managers and commissions when transactions close.
10-K for FY2025, filed Mar 31, 2026Management, advisory, trustee, and administration fees are the Company’s primary source of revenue, and are historically more predictable…View ↗
These fees are generally calculated on the basis of a percentage of the value of each client’s assets (AUM or AUA) and are charged using…View ↗
The fees vary depending upon the level and complexity of client assets and the services being provided. The fee typically covers investment…View ↗
Wealth management clients in certain jurisdictions may also pay performance or incentive fees if their portfolio achieves returns in excess…View ↗
Distributions from investments are generated from the equity interests we have in the three external managers. Distributions from each…View ↗
Other income or fees primarily include transaction fees, which are generally non-recurring in nature, are typically commission based, and…View ↗
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10-K for FY2025, filed Mar 31, 2026
FY2025 revenue by product or service ↗
$255M
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10-K for FY2025, filed Mar 31, 2026
$255M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Management/advisory fees
Recurring
10-K for FY2025, filed Mar 31, 2026 |
78%
FY2022: 100%
|
Management/advisory fees, FY2025
$198.4M Sources
|
Recurring |
|
Incentive fees
Recurring
10-K for FY2025, filed Mar 31, 2026 |
14%
FY2022: 0.0%
|
Incentive fees, FY2025
$34.7M Sources
|
Recurring |
|
Distributions from investments
|
8.2%
FY2022: 0.0%
|
Distributions from investments, FY2025
$20.8M Sources
|
|
|
Other fees/income
Sold outright
|
0.4%
FY2022: 0.0%
|
Other fees/income, FY2025
$1M Sources
|
Sold outright |
Who Are Their Customers?
Serves wealthy individuals and families, foundations and endowments, and institutional clients. Wealth management clients receive advisory, trust, and family-office services; alternatives-platform clients are typically institutional.
10-K for FY2025, filed Mar 31, 2026AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity…View ↗
Separately, we have one internally managed fund and stakes in three Externally-Managed Funds in our alternatives platform, with a largely…View ↗
Results generated by our operating segment primarily consist of wealth and investment management and advisory services, trust services…View ↗
Do Revenues Turn Into Profits?
No. It lost $119.7M in FY2025.
10-K for FY2025, filed Mar 31, 2026
How Are They Changing?
- Net income
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Sources
10-Q for Q2 FY2026, filed Aug 10, 2026
−$23.5MView ↗
- ▼ −4% (Loss)
- vs −$24.4M in Q2 FY2025
10-Q for Q2 FY2026, filed Aug 10, 2026
Open tableView ↗
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Jun 25, 2026
Chief financial officer retired and a successor was appointed
Michael Harrington retired effective July 1, 2026; Patrick Keenan became CFO on that date.
Sources
8-K, filed Jun 25, 2026
On June 23, 2026, Michael Harrington notified AlTi Global, Inc. (the “Company”) of his decision to retire from his position as Chief…View ↗
Growing. Revenue grew 3.4x in 4 years, from $75.7M in FY2021 to $255M in FY2025, about 35% a year.
Who Do They Compete With?
Competes with BBR, Brown Advisors, SCS, Jordan Park, Cresset, Mercer Advisors, Bessemer Trust, UBS, Northern Trust, JP Morgan, Goldman Sachs, We Family Offices, Cambridge Associates, ARC, and Pictet
10-K for FY2025, filed Mar 31, 2026Key competitors in the United States are regional or national independent multi-family offices, or consultants, including BBR, Brown…View ↗
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