Articles from AlTi Global, Inc.

AlTi Global, Inc. (NASDAQ: ALTI), (“AlTi” or the “Company”), a leading independent global wealth manager with over $76 billion in combined assets, today announced that it completed the previously disclosed acquisition of Kontora on April 30, 2025. Kontora is a multi-family office and asset management company headquartered in Hamburg, Germany focused on UHNW families, entrepreneurs and select institutions, with assets under advisement and management of approximately Є14 billion.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi”), a leading independent global wealth manager with over $76 billion in combined assets, today announced it will release its financial results for the first quarter 2025 after the market close on Monday, May 12, 2025. Management will host a conference call and webcast the same day at 5:00pm Eastern Time to provide a business update and discuss the financial results for the quarter.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi" or the “Company”), a leading independent global wealth and alternatives manager with nearly $76 billion in combined assets, today announced preliminary financial results for the fourth quarter and full year ended December 31, 2024.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or “AlTi Tiedemann Global”), a leading independent global wealth manager with over $77 billion in combined assets, announces the acquisition of Kontora Family Office GmbH (“Kontora”). Kontora is a multi-family office and asset management company headquartered in Hamburg, Germany focused on UHNW families, entrepreneurs and select institutions. The firm has assets under management (“AUM”) of approximately Є14 billion.

AlTi Global, Inc. (“AlTi”) (NASDAQ: ALTI), today announced the appointment of Mike Harrington to Chief Financial Officer, effective immediately. Mr. Harrington replaces Stephen Yarad and brings nearly four decades of experience in financial services across the banking, investment management and asset management industries to the position.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi”), a leading independent global wealth manager with over $77 billion in combined assets, today announced it will release its financial results for the fourth quarter 2024 after the market close on Thursday, March 13, 2025. Management will host a conference call and webcast the same day at 5:00pm Eastern Time to provide a business update and discuss the financial results for the quarter.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth manager with over $77 billion in combined assets, today announced that Michael Tiedemann, Chief Executive Officer, and Stephen Yarad, Chief Financial Officer, will be participating virtually in the Oppenheimer Annual Emerging Growth Conference on Wednesday, February 26. Please reach out to your Oppenheimer representative for more information.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth manager with over $77 billion in combined assets, today announced that Michael Tiedemann, Chief Executive Officer, and Stephen Yarad, Chief Financial Officer, will participate in and host meetings at the UBS Financial Services Conference in Key Biscayne, Florida, on Tuesday, February 11.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi" or the “Company”), a leading independent global wealth and alternatives manager with $77 billion in combined assets, today announced financial results for the third quarter ended September 30, 2024.

Allianz X today announced a joint venture (“JV”) with AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth manager with over $72 billion in combined assets, enabling it to form a strategic partnership with Allianz Global Investors (“AllianzGI”), one of the world’s leading active investment managers and a wholly owned subsidiary of Allianz SE (XETRA: ALV), to create a leading private markets offering for the UHNW wealth segment.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company), a leading independent global wealth and alternatives manager with over $72 billion in combined assets, today announced that Michael Tiedemann, Chief Executive Officer, and Steve Yarad, Chief Financial Officer, will participate in and host meetings at the Wolfe Wealth Symposium to be held at the Wolfe Offices in New York City on November 13th. Mr. Tiedemann will also participate in a panel at 3:30 p.m. ET at the event.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company), a leading independent global wealth and alternatives manager with over $72 billion in combined assets, today announced that Michael Tiedemann, Chief Executive Officer, and Steve Yarad, Chief Financial Officer, will participate in and host meetings at the JMP Securities Financial Services Conference in New York City on Tuesday, November 12.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi”), a leading independent global wealth and alternatives manager with over $72 billion in combined assets, today announced it will release its financial results for the third quarter 2024 before market open on Friday, November 8, 2024. Management will host a conference call and webcast the same day at 9:00 am Eastern Time to provide a business update and discuss the financial results for the quarter.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth and alternatives manager with $72 billion in combined assets, today announced that Michael Tiedemann, Chief Executive Officer, and Stephen Yarad, Chief Financial Officer, will participate in and host meetings at the Barclays Global Financial Services Conference in New York on Wednesday, September 11th.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi" or the “Company”), a leading independent global wealth and alternatives manager with $72 billion in combined assets, today announced financial results for the second quarter ended June 30, 2024.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today announced the closing of a strategic investment of up to $300 million by Allianz X. Allianz X, an investment arm of Allianz SE (XETRA: ALV), one of the world’s leading insurers and asset managers with around 125 million private and corporate customers in almost 70 countries, has made an investment of $250 million, through one of its affiliates, and has the option to invest up to an additional $50 million.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi”), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today announced it will release its financial results for the second quarter 2024 before market open on Friday, August 9, 2024. Management will host a conference call and webcast the same day at 9:00 am Eastern Time to provide a business update and discuss the financial results for the quarter.

AlTi Global, Inc. (NASDAQ: ALTI), (“AlTi”), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today completed the previously announced acquisition of Envoi, LLC a Minneapolis-based family office focused on multi-generational family wealth with assets under management (AUM) of approximately $3.0 billion.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today announced that Michael Tiedemann, Chief Executive Officer, and Stephen Yarad, Chief Financial Officer, will participate in and host meetings at the Morgan Stanley US Financials, Payments & CRE Conference in New York on Monday, June 10th.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today announced the closing of the second investment from Constellation Wealth Capital (“CWC”). CWC, an investment advisory firm specializing in making investments in industry-leading wealth managers, has made an additional investment of $35 million in AlTi. The investment by CWC, which, together with CWC’s earlier investment totals $150 million, is part of the previously announced strategic investment of up to $450 million from Allianz X and CWC.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi" or the “Company”), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today announced financial results for the first quarter ended March 31, 2024.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth manager with over $70 billion in combined assets, announces the acquisition of Envoi, LLC (“Envoi”), a leading family office focused on multi-generational family wealth with assets under management (AUM) of approximately $3.0 billion.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi”), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today announced it will release its financial results for the first quarter 2024 before market open on Friday, May 10, 2024. Management will host a conference call and webcast the same day at 9:00 am Eastern Time to provide a business update and discuss the financial results for the quarter.

AlTi Global, Inc. (NASDAQ: ALTI), (“AlTi” or the “Company”), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today completed the previously announced acquisition of East End Advisors, an independent advisory firm with assets under management (AUM) of approximately $5.6 billion, offering customized portfolio management and investment services to a select group of ultra-high-net-worth families and foundations.

AlTi Global, Inc. (NASDAQ: ALTI), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, announces the acquisition of East End Advisors, an independent advisory firm with assets under management (AUM) of approximately $5.6 billion, offering customized portfolio management and investment services to a select group of UHNW families and foundations.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today announced the closing of the initial investment from Constellation Wealth Capital (“CWC”). CWC, an investment advisory firm specializing in making investments in industry-leading wealth managers, has made an initial investment of $115 million in AlTi, as part of the previously announced strategic investment of up to $450 million from Allianz X and CWC.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi" or the “Company”), a leading independent global wealth and alternatives manager, today announced financial results for the fourth quarter and full year ended December 31, 2023.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi”), a leading independent global wealth and asset manager, today announced it will release its financial results for the fourth quarter and full year 2023 after the market close on Friday, March 15, 2024. Management will host a conference call and webcast the same day at 5:00 pm Eastern Time to provide a business update and discuss the financial results for the quarter and full year.

AlTi Global, Inc. (NASDAQ: ALTI), a leading independent global wealth and alternatives manager with approximately $68 billion in combined assets, today announced a strategic investment of up to $450 million by Allianz X and Constellation Wealth Capital (“CWC”). Allianz X, an investment arm of Allianz SE (XETRA: ALV), one of the world’s leading insurers and asset managers with more than 122 million private and corporate customers in over 70 countries, will invest up to $300 million through one of its affiliates. CWC, an investment advisory firm specializing in making investments in industry-leading wealth managers, will invest $150 million.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth and asset manager, today announced that Michael Tiedemann, Chief Executive Officer, and Stephen Yarad, Chief Financial Officer, will participate in and host meetings at the BofA Securities Financial Services Conference in Miami Beach on Wednesday, February 21.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi" or the “Company”), a leading independent global wealth and asset manager, today announced financial results for the third quarter ended September 30, 2023.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth and asset manager, today announced that Michael Tiedemann, Chief Executive Officer, and Stephen Yarad, Chief Financial Officer, will participate in and host meetings at the JMP Securities Financial Services Conference in New York City on Thursday, November 16.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth and asset manager, today announced that Michael Tiedemann, Chief Executive Officer, will participate in and host meetings during the Wolfe Research Wealth Symposium in New York City on Wednesday, November 8. Mr. Tiedemann will also participate in a panel at 2:00 pm ET at the event.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi”), a leading independent global wealth and asset manager, today announced it will release its financial results for the third quarter ended September 30, 2023, after the market close on Tuesday, November 14, 2023. Management will host a conference call and webcast the same day at 5:00 pm Eastern Time to provide a business update and discuss the financial results for the quarter.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi" or the “Company”), a leading independent global wealth and asset manager, today announced the appointment of Stephen D. Yarad as Chief Financial Officer and Treasurer, effective immediately.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth and asset manager, today announced that Michael Tiedemann, Chief Executive Officer, and Reid Parmelee, Global Controller and Interim Chief Financial Officer, will participate in and host meetings during the Barclays Global Financial Services Conference to be held at the New York Hilton Midtown in New York City September 11-13, 2023.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi" or the “Company”), a leading independent global wealth and asset manager, today announced financial results for the second quarter ended June 30, 2023.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi”), a leading independent global wealth and asset manager, today announced it will release its financial results for the second quarter ended June 30, 2023, after the market close on Tuesday, August 15, 2023. Management will host a conference call and webcast on Tuesday, August 15 at 5:00 pm Eastern Time to provide a business update and discuss the financial results for the quarter.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi"), a leading independent global wealth and asset manager, today announced the appointment of Norma Corio to its Board of Directors (“Board”), following the departure of Hazel McNeilage, effective June 29, 2023.

AlTi Global, Inc. (“AlTi,” "we" or the "company") (NASDAQ: ALTI), a leading independent global wealth and asset manager, today announced the completion of its previously announced exchange offer (the “Offer”) and consent solicitation (the “Consent Solicitation”) relating to its outstanding warrants, consisting of: (i) the warrants sold as part of the units in the initial public offering of Cartesian Growth Corporation, a special purpose acquisition corporation with whom AlTi completed a business combination in January 2023 (the “IPO”) whether they were purchased in the IPO or thereafter in the open market (the “Public Warrants”) and (ii) the warrants sold as part of the units in a private placement that occurred simultaneously with the IPO (the “Private Warrants” and, together with the Public Warrants, the “Warrants”). The Offer and Consent Solicitation expired one minute after 11:59 p.m., Eastern Standard Time, on June 2, 2023. With the completion of the Offer and Consent Solicitation, AlTi has exercised its right under the warrant amendment to require the exchange of untendered Warrants on June 22, 2023, as described below. Following the completion of such exchange of untendered Warrants, the Company will have eliminated all of its Warrants, simplified the company’s capital structure and reduced any future dilutive impact of the Warrants.

AlTi Global, Inc. (“AlTi,” "we" or the "company") (NASDAQ: ALTI), a leading independent global wealth and asset manager, today announced the expiration and results of its previously announced exchange offer (the “Offer”) and consent solicitation (the “Consent Solicitation”) relating to its outstanding warrants, consisting of: (i) the warrants sold as part of the units in the initial public offering of Cartesian Growth Corporation, a special purpose acquisition corporation with whom AlTi completed a business combination in January 2023 (the “IPO”) whether they were purchased in the IPO or thereafter in the open market (the “Public Warrants”) and (ii) the warrants sold as part of the units in a private placement that occurred simultaneously with the IPO (the “Private Warrants” and, together with the Public Warrants, the “Warrants”). The Offer and Consent Solicitation expired one minute after 11:59 p.m., Eastern Standard Time, on June 2, 2023. The company expects to accept all validly tendered Warrants for exchange and settlement on or before June 7, 2023, following the expiration of the deadline for the Warrants tendered pursuant to notices of guaranteed delivery on June 6, 2023. With the completion of the Offer and Consent Solicitation, AlTi will be able to exercise its rights under the warrant amendment and eliminate all of its Warrants, simplify the company’s capital structure and reduce any future dilutive impact of the Warrants.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi" or the “Company”), a leading independent global wealth and asset manager, today announced that Christine Zhao will be stepping down as Chief Financial Officer, effective June 15. Reid Parmelee, AlTi’s Global Controller, has been appointed interim CFO to ensure an orderly transition and continuation of leadership. Mr. Parmelee will continue in his current capacity as Global Controller. Ms. Zhao will remain with the Company in the coming weeks to support a seamless process. The Company has engaged a global executive search firm and commenced its search for a successor.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi" or the “Company”), a leading independent global wealth and asset manager, today announced financial results for the first quarter ended March 31, 2023.

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi”), a leading independent global wealth and asset manager, today announced it will release its financial results for the first quarter ended March 31, 2023, after the market close on Monday, May 22, 2023. Management will host a conference call and webcast on Monday, May 22 at 5:00 pm Eastern Time to provide a business update and discuss the financial results for the quarter.

AlTi Global, Inc. (“AlTi,” "we" or the "company") (NASDAQ: ALTI), a leading independent global wealth and asset manager, today announced that it has commenced an exchange offer (the “Offer”) and consent solicitation (the “Consent Solicitation”) relating to its outstanding Public Warrants and Private Warrants (each as defined below, and collectively, the "Warrants"). The purpose of the Offer and Consent Solicitation is to simplify the Company’s capital structure and reduce the potential dilutive impact of the Warrants.