AlTi Global, Inc.

AlTi Global, Inc. provides wealth and asset management services globally. The company offers discretionary investment management and non-discretionary investment advisory services. Its trust services include creating or modifying trust instruments and acting as a fiduciary, as well as family office and administrative services comprising bookkeeping, back office, private foundation management, grant making, oversight of trust administration, financial tracking and reporting, cash flow management, bill pay, financial services, clients' estate and wealth planning, family governance and education, and philanthropic and strategic services. Additionally, it provides ancillary fund management services such as sales and marketing services, including centralized marketing, investor relations, materials oversight, sales channel, and branding. The company also offers international real estate services that comprise real estate co-investment and real estate fund management services, and an alternatives platform that assists money managers in building their fund management businesses.

AlTi Global, Inc. is listed on the Nasdaq Capital Market (NasdaqCM) under the ticker symbol ALTI. The company's financials are reported in US Dollars (USD), reflecting its primary operations in the United States. As a US-based company trading on a major US exchange, investors can buy and sell shares in USD.

AlTi Global, Inc. operates in the Financial Services sector, specifically within the Asset Management industry. This means the company is primarily involved in managing investments and providing financial advisory services to clients. As an asset manager, AlTi Global handles discretionary and non-discretionary investment portfolios, trust services, and family office administration, catering to high-net-worth individuals and institutions seeking wealth management solutions.

AlTi Global, Inc. is headquartered in New York, New York, United States. The company serves clients globally, as indicated by its description of providing wealth and asset management services worldwide. Its international reach includes offering real estate services and an alternatives platform that assists money managers globally. The company's operations span trust services, family office administration, and fund management, with a focus on serving clients across different regions.

AlTi Global generates revenue through its wealth and asset management services. The company earns fees from discretionary investment management and non-discretionary investment advisory services. It also generates income from trust services, including fiduciary duties and family office administrative services such as bookkeeping, financial tracking, and estate planning. Additionally, AlTi Global provides ancillary fund management services, including sales and marketing support for money managers, and international real estate services like co-investment and fund management. The alternatives platform further contributes by assisting money managers in building their fund management businesses, likely through management fees or performance-based compensation.