AlTi Global (ALTI) investor relations material

Executive summary

• Focus remains on serving ultra high net worth families, family offices, and institutions globally, emphasizing independent advice and high client retention rates.

• Strategic priorities include organic growth, investment in core wealth management, and improving profitability and operating efficiency.

• Consolidated revenues reached $58 million in Q2 2026, up 11% year-over-year, driven by management fees and positive AUM growth.

• The company completed the integration of recent acquisitions, including Kontora, and disposed of its International Real Estate segment, now operating as a single segment.

• Management is focused on accelerating organic growth, selective inorganic opportunities, and simplifying the cost structure.

Financial highlights

• Assets under management (AUM) reached $51.4 billion as of June 30, 2026, up 8% year-over-year and 6% sequentially.

• Total revenue for Q2 2026 was $58 million, an 11% increase year-over-year, driven by higher management/advisory fees and distributions from investments.

• Recurring management and advisory fees totaled $54.4 million, up 11% year-over-year and 5% sequentially.

• Adjusted EBITDA for Q2 2026 was $5.4 million, up 9% from the prior year quarter.

• Net loss from continuing operations was $30.8 million for Q2 2026, compared to $26.1 million in Q2 2025.

Outlook and guidance

• Expectation for continued acceleration of cost controls and vendor rationalization benefits in 2027.

• Management prioritizes organic revenue growth, targeted M&A in core markets, and ongoing cost structure simplification.

• Initiatives for margin expansion include zero-based budgeting and technology transformation to enhance efficiency and scalability.

• Strategic investments from Allianz X and Constellation Wealth Capital provide capital for M&A, international growth, and product expansion.

• The company continues to monitor macroeconomic factors, including inflation, interest rates, and market volatility, which may impact future results.