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Nancy Curtin becomes interim CEO at AlTi Global (NASDAQ: ALTI)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

AlTi Global, Inc. announced a leadership transition in which Chief Executive Officer Michael Tiedemann stepped down as CEO, effective March 30, 2026, pursuant to a termination without “Cause” under his existing employment agreement. He will receive severance and equity award vesting benefits in line with that agreement and has also resigned from the Board and other roles at the company and its subsidiaries.

The Board appointed Nancy Curtin, the company’s Global Chief Investment Officer since 2023, as Interim Chief Executive Officer and as a director, effective March 30, 2026. The Board also approved new one‑year employment terms for Ms. Curtin and compensation changes for Chief Operating Officer and President Kevin Moran, while noting that no other changes will be made to Mr. Moran’s prior agreement. Effective March 31, 2026, Robert Weeber will no longer serve as President, International Wealth Management. A press release highlights Ms. Curtin’s decades of investment leadership and notes that AlTi manages or advises on over $93 billion in assets with more than 450 professionals globally.

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Insights

AlTi executes an orderly CEO transition, elevating an internal investment leader as interim chief.

AlTi Global is replacing long-time CEO Michael Tiedemann with Global Chief Investment Officer Nancy Curtin as Interim Chief Executive Officer, alongside her appointment to the Board. The filing states Mr. Tiedemann’s departure is a termination without “Cause” and not due to any disagreement with the company, suggesting an organized handoff rather than a crisis event.

Severance and equity vesting for Mr. Tiedemann follow a previously disclosed agreement, which reduces contractual uncertainty. Curtin’s deep investment background and existing leadership role may support continuity while the Board evaluates longer-term leadership plans. Adjusted terms for Chief Operating Officer Kevin Moran and the change in the President, International Wealth Management role further align the senior team with this transition.

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance
Key personnel changes including departures, elections, or appointments of directors and executive officers.
Item 7.01 Regulation FD Disclosure Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Effective CEO change date March 30, 2026 Date Michael Tiedemann stepped down and Nancy Curtin became Interim CEO
Interim CEO age 68 years Age of Nancy Curtin as disclosed in the filing
Assets under management and advice $93 billion Combined assets managed or advised by AlTi Global
Investment professionals More than 50 Size of the global investment team led by Nancy Curtin
Total professionals globally More than 450 Number of professionals in AlTi’s global network
termination without "Cause" regulatory
"Mr. Tiedemann’s departure is the result of a termination without “Cause”"
Interim Chief Executive Officer financial
"the Board appointed Nancy Curtin as the Company’s Interim Chief Executive Officer"
severance payments and benefits financial
"Mr. Tiedemann will be entitled to receive the severance payments and benefits"
restrictive covenant agreement regulatory
"Executive Employment and Restrictive Covenant Agreement (the “Amended Moran Employment Agreement”)"
Item 404(a) of Regulation S-K regulatory
"material interest subject to disclosure under Item 404(a) of Regulation S-K"

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549



FORM 8-K



CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934

Date of report (Date of earliest event reported): March 30, 2026



AlTi Global, Inc.
(Exact name of registrant as specified in its charter)


Delaware
001-40103
92-1552220
(State or other jurisdiction of incorporation)
(Commission File Number)
(I.R.S. Employer Identification No.)
22 Vanderbilt Ave, 27th Floor
New York, New York
 
10017
(Address of principal executive offices)
 
(Zip Code)
(212) 396-5900
(Registrant’s telephone number, including area code)

Not Applicable
(Former name or former address, if changed since last report)



Check the appropriate box below if the Form 8-K is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class
 
Trading Symbol(s)
 
Name of each exchange
on which registered
Class A common stock, par value $0.0001 per share
 
ALTI
 
Nasdaq Capital Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.



Item 5.02.
Departure of Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

Departure of Chief Executive Officer

On March 30, 2026, AlTi Global, Inc. (the “Company”) announced that the Board of Directors of the Company (the “Board”) and Michael Tiedemann, Chief Executive Officer of the Company, agreed that Mr. Tiedemann will step down as the Company’s Chief Executive Officer, effective March 30, 2026.  Mr. Tiedemann’s departure is the result of a termination without “Cause” (as defined in that certain Amended and Restated Executive Employment and Restrictive Covenant Agreement, dated as of January 3, 2023, by and between the Company, Alvarium Tiedemann Holdings, Inc. and Mr. Tiedemann (the “Tiedemann Employment Agreement”)) and is not due to any disagreement with the Company.  Mr. Tiedemann will be entitled to receive the severance payments and benefits, including certain equity award acceleration and vesting, set forth in the previously disclosed Tiedemann Employment Agreement, subject to the terms and conditions set forth therein.

In connection with his departure, effective March 30, 2026, Mr. Tiedemann resigned from the Board and from all officer, director and similar capacities with the Company and its subsidiaries.

Appointment of Interim Chief Executive Officer

On March 30, 2026, the Board appointed Nancy Curtin as the Company’s Interim Chief Executive Officer, effective March 30, 2026. Ms. Curtin currently serves, and will continue to serve, as the Global Chief Investment Officer of the Company.

Additionally, the Board appointed Ms. Curtin to serve as a director to fill the vacancy created by Mr. Tiedemann’s departure.

Ms. Curtin, age 68, has served as the Company’s Global Chief Investment Officer since 2023. Prior to this role, Ms. Curtin served as the Chief Investment Officer and Head of Investments at Alvarium Investments from 2020 until it merged with the Company.

Ms. Curtin’s qualifications to serve on the Board include her extensive experience in investment management and her service as a director and chairperson of a U.S.-listed public company. Her role as our Interim Chief Executive Officer and prior service on our Board provide valuable familiarity with our business and strategy.

Additional information about Ms. Curtin’s experience and service on other boards of directors is incorporated herein by reference to the Company’s definitive proxy statement filed with the Securities and Exchange Commission on May 10, 2024.

No family relationship exists between Ms. Curtin and any of the Company’s directors, executive officers or persons nominated or chosen to become a director or executive officer. There are no arrangements or understandings between Ms. Curtin and any other person pursuant to which Ms. Curtin was selected as an officer of the Company, nor are there any transactions to which the Company is or was a participant and in which Ms. Curtin had or will have a direct or indirect material interest subject to disclosure under Item 404(a) of Regulation S-K.

In connection with Ms. Curtin’s appointment as the Company’s Interim Chief Executive Officer, the Board approved certain compensation terms to be reflected in a new employment agreement by and between the Company and Ms. Curtin expected to have a term of one year (the “Curtin Employment Agreement”), including the following:


an increase in annual base salary to $600,000, effective immediately;

a guaranteed cash bonus for fiscal year 2026 equal to $740,000;

incremental cash compensation of up to $1,300,000, payable as follows: (a) $700,000 payable immediately upon assuming the role of Interim Chief Executive Officer, as compensation for the first six months of service as the Company’s Interim Chief Executive Officer; and (b) $100,000 payable for each monthly period after the first six months of service as the Company’s Interim Chief Executive Officer, until the one-year anniversary of Ms. Curtin’s appointment as Interim Chief Executive Officer, for a total of $600,000 (the “Delayed Monthly Payments”);



severance amounts as follows: (a) in the event the Company appoints a successor Chief Executive Officer on or before the six-month anniversary of Ms. Curtin’s appointment as Interim Chief Executive Officer, to the extent Ms. Curtin continues to provide transitional services in addition to her role as Global Chief Investment Officer of the Company, Ms. Curtin shall be entitled to receive all Delayed Monthly Payments; and (b) in the event Ms. Curtin is terminated without cause or resigns for good reason as a result of a diminution of responsibilities related to her role as Global Chief Investment Officer of the Company, Ms. Curtin shall be entitled to receive severance payments equal to one year of base salary and cash bonus, in the amounts set forth above. Additionally, if such termination occurs following the six-month anniversary of Ms. Curtin’s appointment as Interim Chief Executive Officer, Ms. Curtin shall also be entitled to receive the Delayed Monthly Payments; and

a housing allowance of up to $12,000 per month.

Change in Chief Operating Officer Compensation

In connection with these changes, on March 30, 2026, the Board approved the following compensation terms to be reflected in an Amendment to the Executive Employment and Restrictive Covenant Agreement (the “Amended Moran Employment Agreement”) of Kevin Moran, the Company’s Chief Operating Officer and President:


an increase in annual base salary to $600,000, effective immediately; and

an increase in target annual bonus to $1,600,000.

No other changes will be made to the terms of Mr. Moran’s previous employment agreement, as described in the Company’s 2025 Proxy Statement.

Item 7.01
Regulation FD Disclosure.

Effective March 31, 2026, Robert Weeber will no longer serve as President, International Wealth Management.

On March 31, 2026, the Company issued a press release announcing the departure of Mr. Tiedemann and the appointment of Ms. Curtin as Interim Chief Executive Officer. A copy of the press release is attached hereto as Exhibit 99.1.

Exhibit 99.1 and the information set forth therein shall not be deemed to be filed for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise be subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act.

Item 9.01
Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.
 
Description
99.1
 
Press Release, dated March 31, 2026.
104
 
Cover Page Interactive Data File (embedded within the Inline XBRL Document)


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: March 31, 2026
ALTI GLOBAL, INC.
 
(Registrant)
   
 
/s/ Colleen Graham
 
Name: Colleen Graham
 
Title: Chief Legal, Compliance & Risk Officer




Exhibit 99.1

AlTi Global, Inc. Announces CEO Transition, Appoints Nancy Curtin as Interim Chief Executive Officer

NEW YORK—(BUSINESS WIRE)—Mar. 31, 2026—AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth manager with $93 billion in assets, today announced that Nancy Curtin has been appointed Interim Chief Executive Officer of AlTi and to its Board of Directors, effective immediately. Ms. Curtin is a member of the executive leadership team and serves as Global Chief Investment Officer of AlTi. She succeeds Michael Tiedemann, who will remain available in an advisory capacity to support the transition.

“On behalf of the Board, I want to thank Mike for his many years of dedicated leadership,” said Timothy Keaney, Chair of the Board. “Mike’s vision and commitment have been instrumental in building the collaborative culture and relentless focus on delivering excellence for clients. This truly sets AlTi apart.

“As the Company continues to build a leading global wealth and investment platform for ultra-high-net-worth families, foundations, and endowments, the Board believes it is an appropriate moment to identify an executive to lead AlTi in its next phase of growth. We are confident that under Nancy’s leadership we will build on the strong foundation established under Mike’s tenure, as we continue to strengthen our platform and expand the opportunities we bring to clients.”

“It has been my immense privilege to lead this Company since its inception,” said Mr. Tiedemann. “I am incredibly proud of what this team has built and grateful to the clients and partners who have been critical to our success.”

“I am honored to step into the role of Interim CEO at this important juncture in AlTi’s growth trajectory,” said Ms. Curtin. “Over the past several years, AlTi has sharpened its strategic focus while maintaining a relentless commitment to excellence within the ultra-high-net-worth space. Given the strength of our institutional-quality platform, we will also continue to expand our offering to foundations and endowments globally. Our core business remains highly differentiated for the clients we serve, and I look forward to partnering with our tremendous team globally to build on this momentum.”

Ms. Curtin brings decades of leadership experience in the wealth management industry. Since AlTi’s inception, she has served as Global Chief Investment Officer, delivering strong returns for clients and leading a global team of more than 50 investment professionals. Prior to that role, Ms. Curtin was CIO and Head of Investments at Alvarium Investments from 2020 until it merged to create AlTi, and held similar leadership positions at Close Brothers Asset Management and Fortune Asset Management, where she led the building of businesses in the wealth and institutional space. Her early career included senior executive and investment roles at Schroders and Barings Asset Management. Ms. Curtin currently serves as Chairperson of the Board of Directors of Digital Bridge Group Inc., a global digital infrastructure private equity, private credit, and alternatives firm.

About AlTi Global, Inc.

AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity, bring structure to complexity, and plan with purpose across borders and generations. AlTi combines the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital. We currently manage or advise on over $93 billion in combined assets and have an expansive network of more than 450 professionals globally. For more information, please visit www.alti-global.com.

1

Contacts

Investor Relations
Lily Arteaga, Head of Investor Relations
investor@alti-global.com

Media
Emily Roy, Prosek
Pro-AlTi@prosek.com


2

FAQ

Why did AlTi Global (ALTI) change its Chief Executive Officer?

AlTi Global’s Board and Michael Tiedemann agreed he would step down as CEO effective March 30, 2026, under a termination without “Cause.” The company states his departure is not due to any disagreement, framing the move as an orderly leadership transition rather than a dispute-driven exit.

Who is Nancy Curtin, the new Interim CEO of AlTi Global (ALTI)?

Nancy Curtin is AlTi Global’s Global Chief Investment Officer and has been appointed Interim CEO and director effective March 30, 2026. She brings decades of wealth management leadership, has led more than 50 investment professionals, and has prior CIO roles at Alvarium Investments, Close Brothers Asset Management, and Fortune Asset Management.

What happens to former CEO Michael Tiedemann’s compensation at AlTi Global (ALTI)?

Michael Tiedemann is entitled to severance payments, benefits, and equity award acceleration and vesting under his previously disclosed employment agreement. These payments are governed by the Amended and Restated Executive Employment and Restrictive Covenant Agreement dated January 3, 2023, and remain subject to the agreement’s terms and conditions.

How large is AlTi Global’s (ALTI) business following this CEO transition?

AlTi Global describes itself as a leading independent global wealth manager with over $93 billion in assets managed or advised. The firm serves ultra-high-net-worth families, foundations, and institutions and operates with an expansive network of more than 450 professionals across its global platform.

Are there other senior leadership changes at AlTi Global (ALTI) in this filing?

Yes. In addition to appointing Nancy Curtin as Interim CEO, the Board approved updated compensation terms for Chief Operating Officer and President Kevin Moran and noted that, effective March 31, 2026, Robert Weeber will no longer serve as President, International Wealth Management at AlTi Global.

Does Interim CEO Nancy Curtin have any disclosed conflicts at AlTi Global (ALTI)?

The company states there are no family relationships between Nancy Curtin and its directors or executive officers, and no arrangements under which she was selected. It also notes no transactions involving her that require disclosure under Item 404(a) of Regulation S-K, indicating no reported related-party conflicts.

Filing Exhibits & Attachments

4 documents