AlTi is a global wealth management firm focused exclusively on ultra-high-net-worth individuals, families, foundations, and endowments, managing or advising approximately $93B in assets across 19 cities in 9 countries. AlTi's core offering is an outsourced family office and investment management service for clients typically with $25M or more in investable assets. Services include discretionary and non-discretionary investment management across public and private markets, access to alternative investments (private equity, private credit, hedge funds, real estate, and infrastructure), family office services such as bookkeeping and financial reporting, trust and fiduciary services, and estate planning and cross-border wealth advice. AlTi operates on an open-architecture model, meaning it does not receive undisclosed compensation from product providers. AlTi also runs a smaller Alternatives Platform with an institutional client base, including one internally managed merger arbitrage fund (TIG Arbitrage, ~$1.8B AUM) and equity stakes in three external managers across real estate lending, European equities, and Asian credit. Revenue is primarily driven by management fees — recurring fees charged as a percentage of AUM — with smaller contributions from incentive fees, profit-sharing from external manager stakes, and transaction fees. Client retention is approximately 96% since 2021, with average client tenure of ten years. AlTi grows AUM through organic means and acquisitions, with recent deals including Kontora in Germany (~€14B AUM), East End Advisors in New York (~$6B AUM), and Envoi in Minneapolis (~$3B AUM).
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