AlTi Global (ALTI) Registration filing summary

Company overview and business model

• Operates as a global wealth and investment partner serving families, foundations, and institutions, managing or advising on $93.1 billion in assets as of December 31, 2025.

• Offers holistic wealth management, OCIO services, estate planning, trust, philanthropy, and family office services, with access to alternative investments.

• Employs approximately 490 professionals in 19 cities across 9 countries on three continents.

• Recently reorganized to focus solely on wealth and investment management, divesting its International Real Estate segment in Q3 2025.

• Revenue primarily derives from management fees, incentive fees, and distributions from internal and external alternative investment managers.

Financial performance and metrics

• Managed or advised $93.1 billion in assets under advisement as of December 31, 2025.

Use of proceeds and capital allocation

• Will not receive any proceeds from the resale of shares by selling securityholders; all proceeds go to the selling securityholders.

• Company covers registration and listing expenses, while selling securityholders bear underwriting discounts and commissions.