Alvarium Tiedemann Holdings Inc
NASDAQ:ALTI
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Alvarium Tiedemann Holdings Inc
Alvarium Tiedemann Holdings, Inc. is a financial services company, which engages in the provision of investment, advisory, and administrative services. The company is headquartered in New York City, New York. The company went IPO on 2021-02-24. The firm's offerings consist of wealth management, impact investing, asset management, and merchant banking. Its wealth management offerings provides various services, including investment management and advisory, estate and wealth planning, trust and administration, philanthropic and strategic giving, family governance and education, and extended family office services. The firm provides merchant banking, corporate advisory, brokerage, and placement agency services to entrepreneurs, late-stage companies (particularly in the media, technology, and innovation sectors), asset managers, private equity sponsors, and public and private investment funds.
Alvarium Tiedemann Holdings, Inc. is a financial services company, which engages in the provision of investment, advisory, and administrative services. The company is headquartered in New York City, New York. The company went IPO on 2021-02-24. The firm's offerings consist of wealth management, impact investing, asset management, and merchant banking. Its wealth management offerings provides various services, including investment management and advisory, estate and wealth planning, trust and administration, philanthropic and strategic giving, family governance and education, and extended family office services. The firm provides merchant banking, corporate advisory, brokerage, and placement agency services to entrepreneurs, late-stage companies (particularly in the media, technology, and innovation sectors), asset managers, private equity sponsors, and public and private investment funds.
Revenue Growth: Revenue reached $57 million, up 10% year-over-year and 9% sequentially, driven by strength in wealth management and robust management fees.
Core Focus: AlTi has exited its international real estate business, simplifying operations and focusing exclusively on wealth management, with all related restructuring charges now complete.
Cost Discipline: Structural cost reductions and a zero-based budgeting initiative are lowering expenses, with $20 million in annual gross savings expected by late 2026.
Assets & Client Retention: Assets under management (AUM) hit $49 billion, up 6% year-over-year, with 96% client retention and continued strong new mandate wins.
Impairments & Charges: The quarter included significant noncash, nonrecurring charges—most notably a $35 million impairment in the arbitrage fund—leading to a GAAP net loss of $107 million.
Margin Expansion Outlook: Management expects margin expansion as new mandates are onboarded, pricing improvements take effect, and cost initiatives continue.
