AlTi Global, Inc. filings document the public-company reporting of an independent global wealth manager, including Regulation FD investor presentations, results-related Form 8-K disclosures and notices tied to periodic-report timing. The filings also record governance matters such as annual meeting proposals, director elections, auditor ratification and executive leadership changes.
AlTi’s regulatory record includes disclosures about its capital-market status as a Nasdaq-listed issuer, proxy voting mechanics, board actions and material-event reports. Form 8-K filings also document the approved wind-down of the company’s non-core International Real Estate business, including exit or disposal activity and material-impairment disclosure categories.
Graham Colleen A reported acquisition or exercise transactions in this Form 4 filing.
AlTi Global, Inc. granted Chief Legal, Compliance & Risk Officer Colleen A. Graham 97,550.1100 restricted stock units as equity compensation. Each unit represents a contingent right to receive one share of Class A Common Stock, rather than a cash payment.
The restricted stock units vest in three equal annual installments beginning on February 15, 2027, encouraging longer-term alignment with the company. After this grant, Graham holds 97,550.1100 restricted stock units directly. This is a compensation award, not an open-market share purchase.
Connell Brooke reported acquisition or exercise transactions in this Form 4 filing.
AlTi Global, Inc. reported that Pres, US Wealth Mgmt Connell Brooke received a grant of 77,505.57 restricted stock units on Class A Common Stock. Each unit represents a contingent right to receive one share of ALTI Class A Common Stock. The restricted stock units vest in three equal annual installments beginning on February 15, 2027, reflecting equity-based compensation that aligns part of Brooke’s future pay with the company’s share performance over time.
Allianz SE reports a significant strategic stake in AlTi Global, Inc., beneficially owning 26,707,213.96 shares of Class A common stock, representing 24.86% of the class based on 107,438,077 shares outstanding as of March 31, 2026.
The position stems from a $250 million investment completed under a 2024 agreement, including 140,000 shares of Series A cumulative convertible preferred stock (with a $1,000 per share liquidation preference), 19,318,580.96 Class A shares at $5.69 per share, and warrants to purchase 5,000,000 Class A shares at $7.40 per share. The Series A Preferred Stock carries a 9.75% cumulative, semi-annual dividend, largely paid in additional preferred and common shares, and can convert into common at $8.70 per share, subject to a 24.9% ownership cap.
Through an Investor Rights Agreement, Allianz-affiliate ASI can nominate two board members and has registration, governance and preemptive rights, balanced by multi-year lock-ups, transfer limits, standstill provisions and an ownership cap that shifts excess consideration into non-voting Class C shares. A supplemental agreement also allows up to an additional $50 million of Series A Preferred Stock purchases for strategic acquisitions.
AlTi Global, Inc. describes its business as a global wealth and investment partner serving ultra-high-net-worth families, foundations and institutions. The firm manages or advises approximately $93.1 billion in combined assets and employs about 490 professionals across 19 cities in 9 countries as of December 31, 2025.
AlTi’s revenues are primarily recurring management, advisory, trustee and administration fees, which made up about 82% of revenue for 2025, supported by a long-tenured client base with a 96% retention rate since 2021. It also earns incentive fees and distributions from stakes in external alternative managers. The filing details growth plans through organic expansion, impact and alternative strategies, and selective acquisitions, while outlining extensive regulatory, market and operational risks.
AlTi Global, Inc. describes its business as a global wealth and investment partner serving ultra-high-net-worth families, foundations and institutions. The firm manages or advises approximately $93.1 billion in combined assets and employs about 490 professionals across 19 cities in 9 countries as of December 31, 2025.
AlTi’s revenues are primarily recurring management, advisory, trustee and administration fees, which made up about 82% of revenue for 2025, supported by a long-tenured client base with a 96% retention rate since 2021. It also earns incentive fees and distributions from stakes in external alternative managers. The filing details growth plans through organic expansion, impact and alternative strategies, and selective acquisitions, while outlining extensive regulatory, market and operational risks.
AlTi Global, Inc. investor Michael Tiedemann and related entities report owning 11,094,465.36 shares of Class A Common Stock, or 9.8% of the class, including shares issuable upon conversion of Class B Common Stock. The ownership is held directly and through the MGT 2012 DE Trust, CHT Family Trust and Chauncey Close, where Tiedemann serves as investment adviser or managing member.
On March 30, 2026, Tiedemann stepped down as Chief Executive Officer of AlTi Global and resigned from the Board of Directors. The reporting persons state they are exploring potential extraordinary corporate transactions, including proposals that could lead to acquiring all or substantially all Class A shares and possibly de‑listing and de‑registering the stock, while emphasizing there is no guarantee any transaction will be proposed or completed.
AlTi Global, Inc. investor Michael Tiedemann and related entities report owning 11,094,465.36 shares of Class A Common Stock, or 9.8% of the class, including shares issuable upon conversion of Class B Common Stock. The ownership is held directly and through the MGT 2012 DE Trust, CHT Family Trust and Chauncey Close, where Tiedemann serves as investment adviser or managing member.
On March 30, 2026, Tiedemann stepped down as Chief Executive Officer of AlTi Global and resigned from the Board of Directors. The reporting persons state they are exploring potential extraordinary corporate transactions, including proposals that could lead to acquiring all or substantially all Class A shares and possibly de‑listing and de‑registering the stock, while emphasizing there is no guarantee any transaction will be proposed or completed.
AlTi Global, Inc. furnished an updated investor presentation detailing strong 2025 growth alongside continued GAAP losses. Full-year revenue reached $255.0 million, up 29% year-over-year, with fourth quarter revenue of $88.3 million, up 71%. Management and advisory fees were $198.4 million for the year, up 9%, while incentive fees jumped to $34.7 million from $3.3 million, helped by an 11.34% return in the Event-driven Arbitrage strategy. Assets under management rose to $49.7 billion, up 10%, and assets under advisement to $93.1 billion, up 23%.
Despite this growth, AlTi reported a GAAP net loss of $155.1 million, driven largely by non-cash and non-recurring items, including a $35 million impairment in the Arbitrage fund and other restructuring-related costs. Adjusted results improved meaningfully: Adjusted Net Income was $11.1 million versus a loss in 2024, and Adjusted EBITDA increased 45% to $34.8 million, with a 14% margin. The company highlighted zero-based budgeting that has identified about $20 million of recurring annual gross savings expected by year-end 2026, and continued focus on its core ultra-high-net-worth and institutional wealth management platform.
AlTi Global, Inc. furnished an updated investor presentation detailing strong 2025 growth alongside continued GAAP losses. Full-year revenue reached $255.0 million, up 29% year-over-year, with fourth quarter revenue of $88.3 million, up 71%. Management and advisory fees were $198.4 million for the year, up 9%, while incentive fees jumped to $34.7 million from $3.3 million, helped by an 11.34% return in the Event-driven Arbitrage strategy. Assets under management rose to $49.7 billion, up 10%, and assets under advisement to $93.1 billion, up 23%.
Despite this growth, AlTi reported a GAAP net loss of $155.1 million, driven largely by non-cash and non-recurring items, including a $35 million impairment in the Arbitrage fund and other restructuring-related costs. Adjusted results improved meaningfully: Adjusted Net Income was $11.1 million versus a loss in 2024, and Adjusted EBITDA increased 45% to $34.8 million, with a 14% margin. The company highlighted zero-based budgeting that has identified about $20 million of recurring annual gross savings expected by year-end 2026, and continued focus on its core ultra-high-net-worth and institutional wealth management platform.
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.
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.
Allianz SE reports beneficial ownership of 26,707,213.96 AlTi Global Class A shares and related securities, representing 26.06% of the class based on 102,464,812 shares outstanding as of November 7, 2025. This stake reflects a $250 million investment agreed on February 22, 2024, including 140,000 shares of Series A cumulative convertible preferred stock with a $1,000 liquidation preference, 19,318,580.96 Class A shares at $5.69 per share, and warrants for 5,000,000 additional Class A shares at $7.40 per share.
The Series A Preferred Stock carries a 9.75% annual dividend, generally paid half in additional preferred and half in Class A shares, subject to an ownership cap limiting Allianz’s Class A and B stake to 24.9%, with excess issued as non-voting Class C shares. Allianz has broad governance and investor rights, including two board designees, committee representation, preemptive rights, registration rights, a multi‑year lock-up on its initial common investment and preferred shares, and a standstill lasting at least until July 31, 2027. A supplemental agreement allows up to an additional $50 million of preferred purchases for strategic acquisitions, and the filing notes Allianz may participate in discussions around potential extraordinary transactions, while emphasizing no assurance any deal will occur.
AlTi Global, Inc. is unable to timely file its Form 10-K for the year ended December 31, 2025 and requires additional time to complete its financial close and finalize consolidated financial statements. The company anticipates it will file within the fifteen-day grace period provided by Rule 12b-25.
AlTi Global, Inc. executive Brooke Connell, President of US Wealth Management, reported several transactions on February 15, 2026 involving the exercise or conversion of restricted stock units into Class A Common Stock at a price of $0.0000 per share. The restricted stock units represent rights to receive one share of Class A stock each and vest in three equal annual installments beginning on February 15, 2024, February 15, 2025, and February 15, 2026.