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Explore 3 Stock Ideas & Industry Insights Download Free Report

Company price
1.865 USD -0.14 ( 7.21%)
Last update at 2026-11-12T15:41:00Z
VOLUME
9258
Market Cap
492.00M

Momentum Score

…

AlTi Global, Inc. provides wealth and asset management services in France, Hong Kong, Italy, Portugal, Singapore, Switzerland, the United Kingdom, the United States, the United Kingdom, and internationally. The company offers discretionary investment management and non-discretionary investment advisory services. Its trust services include creating or modifying trust instruments and acts as fiduciary. In addition, the company offers family office and administrative services comprising bookkeeping and back office, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. Further, it provides ancillary fund management services, such as sales and marketing services, which include centralized marketing, investor relations, materials oversight, sales channel, and branding. Additionally, the company offers international real estate services that comprise real estate co-investment and real estate fund management services; and alternatives platform, which assists money managers in building their fund management businesses. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company was founded in 1980 and is based in New York, New York.

Source: TradingView
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Day Price Range
1.85
Low
2.01
High
52 Week Price Range
2.75
Low
5.45
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Public information on Alvarium Tiedemann Holdings Inc. is limited; it appears to be a wealth and alternative asset manager serving high‑net‑worth and institutional clients with advisory and private markets services. Long‑term growth drivers may include rising demand for private assets, wealth transfer, and recurring management fees, which may make the company attractive for exposure to fee‑based private‑market strategies.

Material risks include revenue sensitivity to market and fundraising cycles, competitive fee pressure, execution and integration risk from recent transactions, and regulatory or client‑concentration exposure.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
2.01
Dividend Yield
-
Revenue TTM
276.62M
Revenue Per Share
2.63
Gross Profit TTM
77.60M
Debt / Equity
0.10
ROE
-13.35%
Net Debt
20.52M
ROCE
-9.40%
Diluted EPS TTM
-1.24

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Income before tax -105.13M -195.44M -321.75M 8.78M 1.41M
Minority interest 35.37M 71.27M 143.20M 0.01M -0.82M
Net income -119.70M -103.03M -165.58M -5.13M 1.95M
Selling general administrative 79.98M 100.51M 112.74M 30.07M 19.98M
Selling and marketing expenses 3.99M 3.50M 2.22M - -
Gross profit 65.16M 37.05M 38.66M -9.90M 24.75M
Reconciled depreciation 18.45M 14.55M 17.04M 9.32M 6.28M
Ebit -104.78M -173.29M -307.25M -9.90M 3.56M
Ebitda -86.34M -158.74M -290.21M -0.58M 9.83M
Depreciation and amortization 18.45M 14.55M 17.04M 9.32M 6.28M
Non operating income net other - - - 17.64M -
Operating income -73.94M -86.85M -99.25M -9.90M 3.56M
Other operating expenses 328.90M 293.78M 346.17M 91.53M 76.12M
Interest expense 0.35M 22.15M 14.50M 0.03M 1.81M
Tax provision 18.59M -21.13M -10.53M -4.77M -0.54M
Interest income 1.42M 5.36M 0.00M 4.97M 0.20M
Net interest income 1.07M -16.78M -14.50M 4.94M -1.61M
Income tax expense 18.59M -21.13M -10.53M -4.77M -0.54M
Total revenue 254.96M 206.94M 246.92M 81.63M 75.16M
Total operating expenses 139.11M 123.89M 137.91M 8.86M 25.71M
Cost of revenue 189.79M 169.89M 208.25M 91.53M 50.42M
Total other income expense net -31.19M -108.59M -222.50M 12.69M -2.14M
Net income from continuing ops -123.72M -174.31M -305.80M 8.78M 1.95M
Net income applicable to common shares - - - 8.78M -0.80M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Total assets 1176.45M 1255.83M 1266.57M 350.07M 99.17M
Intangible assets 436.16M 469.56M 435.68M 54.09M 18.80M
Other current assets - 9.12M - - 0.00M
Total liab 301.66M 285.64M 478.54M 120.92M 42.86M
Total stockholder equity 600.11M 658.40M 341.93M 23.00M 56.29M
Deferred long term liab - - - 10.53M -
Other current liab -48.64M 9.41M 28.09M -60.46M 28.28M
Common stock 0.01M 0.01M 0.01M 0.00M 0.01M
Capital stock 345.85M 303.68M 0.01M 349.98M 0.01M
Retained earnings -418.01M -296.56M -190.55M -28.02M 1.18M
Other liab - - - 368.40M 380.20M
Good will 385.97M 377.84M 411.90M 11.96M 14.84M
Other assets 200.78M 237.38M - 349.98M 345.03M
Cash 41.16M 65.49M 15.35M 0.09M 12.96M
Total current liabilities 61.67M 78.05M 68.32M 60.46M 40.90M
Net debt 20.52M -2.44M 227.13M 0.41M -2.51M
Short term debt 61.67M 63.05M - 50.36M 10.45M
Short long term debt - - - 50.36M 10.32M
Short long term debt total 61.67M 63.05M 242.48M - 10.45M
Other stockholder equity 1013.14M 652.86M 523.25M -23.00M 32.11M
Total current assets 106.73M 143.21M 185.44M 21.99M 49.97M
Long term investments 144.33M 176.19M 180.09M 7.63M 14.80M
Net tangible assets - - - 323.16M -34.73M
Short term investments - - - 0.01M -
Net receivables 65.57M 68.60M 105.41M 21.98M 18.97M
Long term debt 0.88M - 186.35M 0.49M -
Inventory - - - - 18.03M
Accounts payable 48.64M 37.53M 40.23M 10.10M 2.18M
Accumulated other comprehensive income 4.97M -1.57M 9.22M 23.00M 23.00M
Retained earnings total equity - - - -28.02M -
Non currrent assets other -144.33M 0.94M 2.61M -76.08M -
Non current assets total 868.94M 1112.62M 1081.13M 76.08M 49.20M
Capital lease obligations 61.67M 63.05M 56.12M 0.00M 0.13M
Long term debt total - - - 0.49M -
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Investments -10.26M -75.69M -132.95M -348.91M -9.75M
Change to liabilities - - - 7.82M 0.17M
Total cashflows from investing activities 13.68M -75.69M -132.95M - -345.00M
Net borrowings 0.13M -188.80M 63.05M 0.50M 0.14M
Total cash from financing activities 12.00M 174.26M 36.02M 0.50M -0.04M
Change to operating activities - - - 0.07M -0.07M
Net income -119.70M -174.31M -311.21M 8.78M 1.95M
Change in cash -24.34M 47.25M -175.84M -0.47M 4.66M
Begin period cash flow 65.49M 18.25M 194.09M 0.55M 8.30M
End period cash flow 41.16M 65.49M 18.25M 0.09M 12.96M
Total cash from operating activities -51.44M -50.65M -81.71M -0.97M 14.45M
Issuance of capital stock 18.47M 400.00M 0.00M 0.00M 0.00M
Depreciation 18.45M 14.55M 17.04M 9.32M 6.28M
Other cashflows from investing activities 31.30M -1.39M 0.07M 348.91M -345.00M
Dividends paid 0.00M 6.77M 11.86M 0.00M 0.56M
Change to inventory - - 16.85M - -
Change to account receivables -32.18M 38.23M -31.32M - -
Sale purchase of stock 0.00M -10.54M -4.21M - -
Other cashflows from financing activities 11.88M 275.17M -10.95M - 0.76M
Change to netincome - - - -12.54M 0.02M
Capital expenditures 0.81M 7.71M 0.63M 2.12M 0.42M
Cash flows other operating - - - -5.06M -
Cash and cash equivalents changes - - - -0.47M -
Change in working capital -21.03M 20.45M -21.04M 7.89M 7.23M
Stock based compensation 21.01M 17.45M 36.75M 20.41M -0.00M
Other non cash items 33.13M 95.25M 209.14M -26.96M -0.47M
Free cash flow -52.24M -58.37M -82.34M -0.97M 14.04M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(USD)
Price
(USD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
ALTI
AlTi Global, Inc.
-0.14
7.21%
1.86 - - 1.78 1.46 2.79 -360.20
BLK
BlackRock Inc
2.63
0.21%
1228.94 26.25 19.57 6.33 2.90 6.35 17.13
BX
Blackstone Group Inc
-1.80
1.48%
120.20 33.20 20.12 11.05 11.56 9.14 15.74
IVSBF
Investor AB ser. B
0.01
0.01%
43.59 4.67 3.83 3.78 1.13 4.15 1.68
KKR
KKR & Co. Inc.
-1.70
1.70%
98.35 32.68 13.66 3.58 3.22 0.68 1.47

Profile*

AlTi Global, Inc.

AlTi Global, Inc. provides wealth and asset management services in France, Hong Kong, Italy, Portugal, Singapore, Switzerland, the United Kingdom, the United States, the United Kingdom, and internationally. The company offers discretionary investment management and non-discretionary investment advisory services. Its trust services include creating or modifying trust instruments and acts as fiduciary. In addition, the company offers family office and administrative services comprising bookkeeping and back office, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. Further, it provides ancillary fund management services, such as sales and marketing services, which include centralized marketing, investor relations, materials oversight, sales channel, and branding. Additionally, the company offers international real estate services that comprise real estate co-investment and real estate fund management services; and alternatives platform, which assists money managers in building their fund management businesses. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company was founded in 1980 and is based in New York, New York.

22 Vanderbilt Avenue, New York, NY, United States, 10017

212 396 5900

465

Name Title Year Born
Mr. Michael Glenn Tiedemann CEO & Director 1972
Mr. Stephen D. Yarad CFO & Treasurer 1970
Ms. Nancy Ann Curtin CIO & Director 1958
Mr. Spiros Maliagros Head of Alternatives & Director 1977
Mr. Brooke Bayard Connell President of US Wealth Management NA
Mr. Kevin Patirck Moran J.D. President & COO 1978
Ms. Lily Arteaga Head of Investor Relations NA
Ms. Colleen Ann Graham Global General Counsel 1966
Ms. Claire Verdirame Chief Marketing Officer NA
Mr. Jed Emerson Chief Impact Officer 1960

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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