AlTi Global Inc., formerly known as Alvarium Tiedemann Holdings, Inc., is a financial services entity that specializes in wealth and asset management. The company offers a broad array of services to individuals, families, foundations, and institutions both in the United States and internationally. These services include discretionary investment management, non-discretionary investment advisory, trust, and administration services. AlTi Global Inc. also provides comprehensive family office services, which cover wealth transfer planning, multi-generational education planning, wealth and asset strategy, trust and fiduciary services, CFO and outsourced family office services, philanthropy, lifestyle, and special projects services. Additionally, the company engages in merchant banking activities, delivering merger and acquisition advisory, corporate brokerage, private placements, public company and initial public offering advisory, strategic advisory, independent board advice, and structured finance advisory services. The company is headquartered in New York, New York, and its shares are listed on the Nadaq.

AlTi Global

AlTi Global (ALTI) Proxy filing Summary | Quartr

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AlTi Global Inc

Q2 2026 revenue rose 11% to $58M, AUM reached $51.4B, and net loss widened on investment losses.

Q2 2026

Resale registration for 3M+ shares enables liquidity for acquisition shares; no proceeds to issuer.

Registration filing

Director nominees elected, auditor ratified, and strong financial growth with global expansion plans.

AGM 2026

Q1 revenue up 28% to $73.1M, AUM up 9% to $49B, with strong EBITDA and regulatory challenges.

Q1 2026

29% revenue growth, 10% AUM increase, and 45% EBITDA rise highlight strong 2025 results.

Q4 2025

Revenue up 10% YoY to $57.2M, 96% recurring, AUM at $49.3B, net loss widened on non-cash charges.

Q3 2025

Q3 revenue up 11% YoY, AUM/AUA at $77.3B, with growth driven by capital raises and acquisitions.

Q3 2024

AUM/AUA up 4% to $71.9B, $400M raised, and cost discipline drives improved profitability.

Q2 2024

Q1 2025 revenue rose 14% to $58M, but higher costs led to a $(2.9)M net loss.

Q1 2025

### Executive summary
- Supplement corrects errors in executive compensation and director equity tables for fiscal year 2025.
- No changes to other disclosures or voting instructions; prior votes remain valid unless changed.

### Executive compensation and say-on-pay
- Corrected total compensation for Kevin Moran and Colleen Graham for 2025: $4,612,569 and $3,957,687, respectively.
- CEO Michael Tiedemann's 2025 compensation: $2,830,033; 2024: $5,391,242.
- Compensation includes salary, discretionary bonuses, stock awards (RSUs/PSUs), and 401(k) contributions.
- Maximum 2025 PSU payouts: $650,000 (Tiedemann), $269,000 (Moran), $219,000 (Graham).
- Ms. Graham received an additional $393,750 bonus in 2024 for a share buyout related to prior employment.

### Board of directors and corporate governance
- Corrected table lists unvested RSUs for each non-employee director at 2025 year-end, with most holding 30,732.266 units; one director holds 47,495.320 units.

AlTi Global (ALTI) Proxy filing summary

Proxy filing summary

Executive summary

Executive compensation and say-on-pay

Board of directors and corporate governance

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