AITi Global Inc (ALTI)

AlTi Tiedemann Global Partners with Leading AI Wealth Platform Nevis to Empower its Global Advisor NetworkMay 14, 2026 8:00 AM
Business Wire The partnership will streamline advisor workflows, deepen client relationships and drive operational success AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi”), a leading independent global wealth manager with $90 billion in assets, today announced that it will be deploying Nevis, an all-in-one AI platform for wealth management, across its global advisor base. This partnership highlights AlTi’s commitment to innovation by providing its teams with cutting-edge technology that will enable advisors to spend more time on delivering best-in-class client service rather than managing administrative tasks. “The wealth manager of the future will be able to pair emotional intelligence and investment expertise with the operational agility that AI provides,” said Nancy Curtin, Chief Executive Officer, AlTi. “Our partnership with Nevis reflects our conviction that responsible use of technology is critical to meeting the needs of our advisors and our UHNW client base as they navigate the growing complexities of wealth in today’s world.” After extensive market evaluation, AlTi chose Nevis as its wealth management AI platform based on its leading offering, ability to integrate systems so as not to disrupt existing workflows, and provision of hands-on support through implementation and beyond. The firm’s advisors and support teams will have access to a unified platform for managing meetings, administrative tasks and operational processes, enabling advisors to devote more time to client service. "AI is a strategic priority for AlTi, and we have invested considerable energy and resources into establishing our strategic data platform and leveraging innovative AI solutions to help our advisors deliver best-in-class client service more efficiently," said Phillip Dundas, Chief Technology Officer, AlTi. "AI is not about replacing advisors, but empowering them to focus more time on delivering bespoke solutions tailored to the specific needs of individuals, families and institutions. Our partnership with Nevis was built specifically around the need for an AI platform sophisticated enough to match the complexity of the UHNW clients we serve.” “Nevis was built to solve the real operational challenges wealth management teams face every day,” said Mark Swan, CEO and Co-Founder of Nevis. “We believe AI should enhance how advisors work by freeing them from manual processes so they can maximize their focus on relationships and growth. AlTi is exactly the kind of partner we designed Nevis for: global in scope, uncompromising in its standards, and committed to equipping its advisors with a modern, intelligent operating platform. The cultural alignment between our two organizations has been the foundation of this partnership." About AlTi Global, Inc. AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity, bring structure to complexity, and plan with purpose across borders and generations. AlTi combines the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital. We currently manage or advise on $90 billion in combined assets and have an expansive network of more than 450 professionals globally. For more information, please visit www.alti-global.com. About Nevis Nevis is the all-in-one AI platform purpose-built for wealth management. From meeting preparation and client follow-ups to custodian account opening, Nevis automates the operational workflows that consume advisors' time, freeing them to focus on clients. Enterprise wealth management demands enterprise-grade AI, and that means more than software. It means a platform with institutional-level security and privacy controls, and a dedicated team of Forward Deployed Engineers who work alongside our customers to unlock the power of Nevis. Today, Nevis partners with some of the largest and fastest-growing wealth management firms in the U.S. Founded in 2024, Nevis has raised $40 million from leading investors including Sequoia Capital, ICONIQ, and Ribbit Capital. For more information, please visit neviswealth.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260513251237/en/ Media Relations:
Sophie Formela, Prosek Partners
pro-alti@prosek.com Original: AlTi Tiedemann Global Partners with Leading AI Wealth Platform Nevis to Empower its Global Advisor Network

AlTi Global, Inc. Reports Fourth Quarter and Full Year 2025 Financial ResultsMarch 31, 2026 7:01 AM
Business Wire
AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth manager with $93 billion in assets, today announced financial results for the fourth quarter and full year ended December 31, 2025.


A presentation of the Company’s results for the fourth quarter and full year ended December 31, 2025 can be found on the Events & Presentations section of the AlTi investor relations website.


Webcast and Earnings Conference Call


Management will host a webcast and conference call on Tuesday, March 31, 2026, at 8:30 a.m. ET to provide a business update and discuss the financial results for the quarter and year. The call can be accessed by dialing (877) 704-4453 (domestic) or (201) 389-0920 (international). Alternatively, participants can register for the call using the following link for instant telephone access to the conference call 15 minutes prior to the scheduled start time.


A webcast will also be broadcast live on the Events & Presentations section of the AlTi investor relations website.


A telephone replay will be made available approximately three hours after the conclusion of the call and remain available until April 14, 2026. To access the replay, dial (844) 512-2921 (domestic) or (412) 317-6671 (international) and enter the meeting ID: 13759504.


A replay of the webcast will be available on AlTi’s investor relations website for one year following the conference call.


About AlTi Global, Inc.


AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity, bring structure to complexity, and plan with purpose across borders and generations. AlTi combines the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital. We currently manage or advise on over $93 billion in combined assets and have an expansive network of more than 450 professionals globally. For more information, please visit www.alti-global.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260330353220/en/
Lily Arteaga

Head of Investor Relations

AlTi Global, Inc.

investor@alti-global.com


Original: AlTi Global, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results

AlTi Global, Inc. to Announce Fourth Quarter and Full Year 2025 Financial ResultsMarch 19, 2026 5:00 PM
Business Wire
AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth manager with $89 billion in assets, today announced it will release its financial results for the fourth quarter and full year 2025 before the market opens on Tuesday, March 31, 2026. Management will host a conference call and webcast the same day at 8:30 a.m. Eastern Time to provide a business update and discuss the financial results for the quarter and year.


Conference Call Information


Participants are invited to access the conference call by dialing one of the following numbers when prompted:



Domestic: 1-877-704-4453



International: 1-201-389-0920



Alternatively, participants can register for the call using the following link for instant telephone access to the conference call 15 minutes prior to the scheduled start time.


The conference call will be broadcast live on the Events & Presentations section of the AlTi investor relations website.


Replay Information


An archived replay will be available on the investor relations website, and through the dial-in numbers listed below:



Domestic: 1-844-512-2921



International: 1-412-317-6671



A replay of the webcast will be available on AlTi’s website for one year following the conference call.


About AlTi Global, Inc.


AlTi is a leading independent global wealth manager providing entrepreneurs, multi-generational families, institutions, and emerging next-generation leaders with fiduciary capabilities as well as alternative investment strategies and advisory services. The firm currently manages or advises on over $89 billion in combined assets and has an expansive network with approximately 450 professionals across three continents. For more information, please visit us at www.alti-global.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260319410795/en/
Lily Arteaga

Head of Investor Relations

AlTi Global, Inc.

investor@alti-global.com


Original: AlTi Global, Inc. to Announce Fourth Quarter and Full Year 2025 Financial Results

$ALTI: Now at $3.30

https://alti-global.com/

AlTi expands into Germany with Kontora Family Office deal
AlTi expands into Germany with Kontora Family Office deal
Michael Tiedemann, chief executive officer of AlTi Tiedemann Global.
The wealth giant overseeing $77 billion in total assets has secured itself a foothold in the world's third-largest ultra-high-net-worth market.
MAR 07, 2025
By

Leo Almazora
Leo Almazora
AlTi Tiedemann Global is making a splash across the pond as a multibillion-dollar acquisition gives it a foothold in one of the world's biggest wealth markets.

On Thursday, the firm announced its acquisition of Kontora Family Office, marking the firm’s entry into the German market. The deal expands AlTi’s European footprint and aligns with its broader strategy to grow its presence in wealth hubs catering to ultra-high-net-worth clients.

Hamburg-based Kontora manages approximately €14 billion in assets – a little north of $15 billion – and serves families, entrepreneurs, and institutions in Germany and Austria. The firm offers family office, investment office, and service office solutions, specializing in alternative investment strategies and fund structures.

The transaction follows AlTi’s recent acquisitions in the US and is backed in part by funding from Allianz X, which had earmarked capital for expansion into Germany. In February last year, AlTi received a strategic capital injection from Allianz X and Constellation Wealth Capital, adding up to $450 million in its war chest for global UHNW expansion.

Kontora’s co-chief executive officers, Stephan Buchwald and Dr. Patrick Maurenbrecher, are expected to take senior roles within AlTi and reinvest a portion of the proceeds from the deal.

“Germany is a sophisticated and deep market with established wealth and a thriving entrepreneurial scene, and we look forward to working with Kontora to offer best-in-class global access and solutions with the service of a boutique family office,” Michael Tiedemann, chief executive officer of AlTi Tiedemann Global, said Thursday. “The continued backing from Allianz X reflects their conviction in AlTi’s ability to build a leading position in the UHNW segment.”

Kontora was founded nearly 20 years ago and has grown into one of Germany’s larger independent family offices. Buchwald and Maurenbrecher noted that joining AlTi aligns with their vision for expanding the firm’s capabilities while maintaining its independent approach.

“It is a natural next step to join AlTi, a like-minded, independent, and entrepreneurial business on a global scale,” they said in a joint statement. “Joining AlTi empowers us to drive our business forward with even greater momentum, while staying true to our core values.”

Robert Weeber, president of international wealth management at AlTi, emphasized the strategic value of the deal. “We believe the combination of our global capabilities alongside Kontora’s deep local knowledge and expertise will support us to grow in this important market,” he said.

The acquisition is expected to close early in the second quarter of 2025, subject to regulatory approvals and customary closing conditions.

AlTi Tiedemann, whose client base includes entrepreneurs, multi-generational families, institutions, and next-gen leaders, currently boasts $77 billion in combined AUM and AUA. Its three-continent network includes 440 professionals offering fiduciary advisory and alternative investment management services.

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