Xcout IntelAlTi Global, Inc.
AlTi Global, Inc., a New York-headquartered financial services firm, delivers comprehensive wealth and asset management solutions to a global clientele, including individuals, families, foundations, and institutions. The company provides a broad spectrum of services, ranging from discretionary and non-discretionary investment management to specialized trust and administration offerings. Its extensive family office services encompass intergenerational wealth transfer, multi-generational education, strategic financial planning, fiduciary oversight, outsourced CFO capabilities, philanthropic advisory, and bespoke lifestyle management. In addition to wealth management, AlTi Global offers robust merchant banking and corporate advisory services. These include merger and acquisition guidance, corporate brokerage, private placements, public company and initial public offering (IPO) advisory, independent board counsel, and structured finance solutions, catering to entrepreneurs and businesses. The firm’s core investment capabilities involve crafting investment strategies, optimizing asset allocation, rigorous manager selection, risk management, portfolio construction and implementation, and detailed reporting. AlTi Global actively manages or advises on substantial combined assets, structures co-investment opportunities in various alternative assets, and oversees both public and private investment funds. It also supports financial services professionals and provides specialized consulting in impact investing, along with manager selection, monitoring, and due diligence. Complementing these offerings are services like legal coordination, strategic business planning, estate planning, trustee placement research, tax planning, and concierge support. The company rebranded from Alvarium Tiedemann Holdings, Inc. to AlTi Global, Inc. in April 2023.
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AlTi Global, Inc. at a glance
AlTi Global, Inc. is an asset management company headquartered in New York City, United States. It is publicly listed (ALTI) with a market capitalisation of $592.5M. Xcout tracks 20 named people at AlTi Global, Inc., including Nancy Curtin (Global Chief Investment Officer, Interim CEO & Director).
AlTi Global, Inc. leadership
- Nancy CurtinGlobal Chief Investment Officer, Interim CEO & Director
- Kevin Patirck MoranPresident & Chief Operating Officer
- Brooke Bayard ConnellPresident of US Wealth Management
- Patrick KeenanCFO & Chief Accounting Officer
- Phillip DundasChief Technology Officer
- Colleen A. GrahamChief Legal, Compliance & Risk Officer
14 more named people on record for AlTi Global, Inc., with roles, board committees and tenure — see the full roster →
AlTi Global, Inc. competitors
A few of AlTi Global, Inc.'s closest competitors — see the full list of competitors and alternatives →
Silvercrest Asset Management Group Inc. is a financial services organization primarily focused on wealth management. This firm delivers financial advisory services and comprehensive family office solutions to clients throughout the United States. Its clientele includes ultra-high-net-worth individuals and their families, as well as their trusts, endowments, foundations, and various other institutional investors. Beyond advisory, Silvercrest also manages multi-manager investment funds (funds of funds) and a range of other investment vehicles. Founded in 2002, the company maintains its headquarters in New York City.
Pathstone is an independent, partner-owned advisory firm and SEC-registered investment adviser that provides wealth management and family office services. It serves ultra-high-net-worth individuals, families, family offices, foundations, endowments, and mission-driven institutions by offering strategic financial planning, investment management, tax strategy, estate planning, and philanthropic services.
Curi Capital provides wealth management, investment solutions, family office services, and retirement plan solutions for individuals and organizations. The firm offers tailored planning, investment management strategies including equity, fixed income, and alternatives, and fiduciary services.
Beneficient operates as a technology-driven financial services provider, specializing in delivering liquidity solutions to entities within the alternative asset market. The company manages the AltAccess platform, a comprehensive digital ecosystem designed to facilitate the entire spectrum of alternative asset management, from transactions to secure custody and detailed analytics. This secure, end-to-end platform features several integrated components: AltLiquidity: A cybersecure online tool for sourcing and arranging alternative asset liquidity. AltQuote: A valuation tool providing real-time pricing for alternative assets. AltCustody: For digitizing and tracking alternative asset portfolios. AltData: Consolidating investment analytics and data for insightful alternative asset management. AltTrading: Offering a dedicated trading environment. Beneficient caters to a diverse clientele, including affluent individual investors, small to mid-sized institutional investors, family offices, and general partners of various funds. The company is headquartered in Dallas, Texas.
Abacus Global Management, Inc., established in 2004 and based in Orlando, Florida, operates within the United States as both an alternative asset manager and a market maker. The firm, set to officially transition its name from Abacus Life, Inc. in February 2025, organizes its business across five principal divisions. Its Active Management segment focuses on the procurement, divestiture, and exchange of policies, overseeing their administration until death benefits are released. The Originations segment specializes in brokering life insurance policy settlements, connecting investors or purchasers with original policyholders who are selling their policies. Through its Asset Management operations, the company delivers comprehensive asset management services to investors engaged in alternative investment and equity portfolio funds, all governed by fund investment agreements. Additionally, the Portfolio Servicing division provides contractual policy administration support to its clients. The Technology Services segment offers specialized, contract-based services specifically for the life insurance sector, such as real-time mortality checks and the verification of missing participants. Abacus distributes its various products and services through a range of channels, including financial advisors, agents, direct sales to consumers, and established intermediaries in the life settlements market.
Allworth Management Holdings provides comprehensive wealth management and financial planning services for individuals, families, and employers. The company offers customized investment management, tax planning, estate planning, insurance services, and 401(k) solutions through a fee-based fiduciary model.
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More on AlTi Global, Inc. in Xcout Intel
- 20 named people with titles, LinkedIn and board committees
- 1 corporate event with sources — deals, leadership changes, layoffs
- The full competitor set, tracking, exports and API access