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AlTi Global director Tracey Brophy Warson reported equity compensation activity. She received a grant of 34,736.476 restricted stock units, each representing one share of Class A Common Stock. On a separate date, she exercised 30,732.266 restricted stock units into Class A shares and now directly holds 84,519.576 common shares. Footnotes explain that these restricted stock units vest in whole on dates linked to AlTi Global’s 2026 and 2027 annual general meetings or specified June 30 dates.
AlTi Global, Inc. director Mark F. Furlong reported equity compensation activity. On June 16, 2026, he exercised 30,732.266 restricted stock units into the same number of shares of Class A Common Stock, bringing his direct holdings to 96,408.576 shares. On June 17, 2026, he received a new grant of 34,736.476 restricted stock units, each representing one share of Class A Common Stock, vesting in full on the earlier of the business day immediately prior to AlTi Global’s 2027 annual general meeting or June 30, 2027.
AlTi Global, Inc. reported the results of its 2026 Annual Meeting of Stockholders. Stockholders elected all seven director nominees named in the proxy statement to serve until the 2027 annual meeting or until successors are elected and qualified. Support levels varied by nominee, with votes "for" ranging from 56.9 million to 81.0 million shares.
Stockholders also ratified the appointment of KPMG LLP as AlTi Global’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 93.1 million shares voting for, 740,193 against, and 2.3 million abstaining, and no broker non-votes recorded on this proposal.
AlTi Global, Inc. reported stronger results for the three months ended March 31, 2026, with total revenue of $73.1 million compared with $57.1 million a year earlier, driven mainly by higher management and advisory fees and larger distributions from investments.
The company generated net income from continuing operations of $8.4 million, versus $4.0 million last year, and net income attributable to AlTi Global, Inc. of $7.7 million versus $1.9 million. Basic earnings per share from continuing operations were $0.01. Operating activities produced $5.3 million of cash, reversing a prior-period outflow.
Total assets were $1.14 billion, with cash and cash equivalents of $39.7 million and total shareholders’ equity of $882.5 million as of March 31, 2026. Debt rose to $15.0 million, mainly from an $14.5 million noninterest-bearing settlement loan tied to the discontinued International Real Estate businesses, which also produced a $2.5 million gain on settlement.
AlTi Global reported a stronger first quarter of 2026, highlighting growth in fee-based wealth management and alternatives. Revenue reached $73.1 million, up 28% from the prior-year quarter, driven by higher assets under management and a 75% increase in distributions from investments.
Management and advisory fees were $51.9 million, up 16% year over year, underscoring the stability of its largely recurring revenue base. Net income from continuing operations improved to $8.4 million, supported by $19.0 million of other income mainly from fair value adjustments on earn-out liabilities and the Zebedee investment.
Adjusted EBITDA was $14.9 million, up 21% year over year and 32% sequentially, with margin rising to 20% from 13% in the prior quarter as cost actions took hold. Assets under management were $48.7 billion and assets under advisement $90.1 billion, each higher than a year earlier, reflecting market performance and the Kontora acquisition.
AlTi Global, Inc. filed a Form 13F Combination Report reporting institutional holdings. The report lists 709 Form 13F information table entries with a value total of $4,599,841,351. The filing is signed by Colleen Graham, General Counsel on 05-07-2026. The filing states AlTi may be deemed to have shared investment discretion with TIG Advisors, LLC, and notes that TIG Advisors and certain TIG-managed funds file separate Form 13Fs. The report lists 1 other included manager (TIEDEMANN ADVISORS, LLC).
AlTi Global, Inc. is holding its 2026 Annual Meeting of Stockholders as a fully virtual event on June 17, 2026 at 10:00 a.m. Eastern Time. Stockholders of record as of April 20, 2026 may attend online and vote on directors and the auditor appointment.
The proxy seeks approval to elect seven directors for terms ending at the 2027 meeting and to ratify KPMG LLP as independent registered public accounting firm for the year ended December 31, 2026. The Board is led by an independent Chair, with four standing committees overseeing audit, compensation, ESG and nominations, and transactions.
The filing details ownership, showing 151,617,840 common shares outstanding as of April 14, 2026 and significant holdings by Allianz SE, IlWaddi Holdings, and Michael Tiedemann. It also outlines equity compensation plans, 2025 named executive officer pay, related-party arrangements including Allianz and Constellation preferred investments, a Tax Receivable Agreement tied to the Up‑C structure, and governance policies such as insider trading, hedging prohibitions, and a clawback policy.
AlTi Global, Inc. Schedule 13G/A amends a prior statement to report shared beneficial ownership of 5,309,648 shares of Class A Common Stock related to the sponsor and affiliated entities controlled by Peter Yu. The percentage equals 4.94% of Class A Common Stock based on 107,438,077 shares outstanding as of March 31, 2026. The filing clarifies ownership through related entities: CGC Sponsor LLC (3,565,080 shares; 3.3%) and Pangaea Three‑B, LP (5,309,648 shares; 4.94%), and discloses that Mr. Yu disclaims beneficial ownership except to his pecuniary interest.
AlTi Global, Inc.’s Interim CEO Nancy Ann Curtin filed an initial ownership report showing her equity position in the company. She directly holds 149,921.11 shares of Class A Common Stock. She also has several restricted stock unit (RSU) and performance restricted stock unit (PRSU) awards tied to Class A shares.
One RSU grant covers 9,491.525 underlying shares and vests in three equal annual installments beginning February 15, 2025. Additional RSU awards cover 90,644.116 and 91,243.638 underlying shares, vesting in three equal annual installments beginning February 15, 2026 and February 15, 2027, respectively.
The PRSU award covers 96,580.992 underlying shares, with 33.33% eligible to vest after each of three annual performance periods beginning March 31, 2025, based on total shareholder return thresholds. The maximum number of PRSUs that may vest over three years is 193,161.98, equal to 200% of the target amount.