AlTi Global reported second-quarter 2026 revenue of $58 million, up 11% year-over-year, and assets under management of $51 billion, an 8% annual increase. The wealth management firm recorded approximately $700 million in net client flows during the quarter. However, AlTi posted a nearly $19 million unrealised investment loss following the wind-down of an external Asian credit strategy. The fund's closure followed a serious health event affecting its founder and chief investment officer. Interim CEO Nancy Curtin said the company's investment positioning in technology, energy and power infrastructure benefited from longer-term demand trends. Recurring management and advisory fees rose 11% to $54 million, representing the majority of AlTi's revenue base.

AlTi Global names names Miami office leader. Editorial Staff July 22, 2026 Pachon, a wealth advisor with more than two decades of experience serving ultra-high net worth families, is joining as AlTi expands its presence in one of the fastest-growing US wealth hubs. AlTi Global, aka AlTi Tiedemann Global, has hired Cesar Pachon to lead its Miami office. Pachon is a senior wealth advisor with more than two decades of experience serving ultra-high net worth individuals, families and entrepreneurs. He was a founding partner of a multi-family office in South Florida and has advised internationally-connected families on wealth planning. Pachon began his career in investment banking before moving into wealth management. Miami has become a destination for ultra-high net worth individuals, entrepreneurs and family offices. For example, it lacks a state income tax - an attraction for those leaving states such as New York, Illinois and California. Miami is also an important financial center for those based in Latin America and the Caribbean, as explored by its US correspondent here and here. Pachon will work with Jim Bertles, AlTi's co-head of US wealth planning based in Palm Beach, to support the firm's growth in South Florida. Pachon's expertise advising international families with assets in the US is expected to contribute to AlTi's expansion in Miami, building on the firm's offshore business led by Ricardo de la Serna and Jose Remy, in a market where domestic and international wealth increasingly converge. The firm is an independent global wealth manager with about $90 billion in combined assets. FWR has looked at a potential go-private move by the international firm. See here.

AlTi Global announces Chief Financial Officer succession to support next phase of growth. NEW YORK-(BUSINESS WIRE)-As AlTi Global, Inc. ("AlTi" or the "Company") (NASDAQ: ALTI) continues to execute its long-term strategy and strengthen its position as a leading global wealth manager, the Company today announced that Patrick Keenan has been appointed Chief Financial Officer from his current role of Deputy Chief Financial Officer, effective July 1, 2026. This is a long-planned internal leadership transition designed to support AlTi's next phase of growth. Patrick Keenan has played an important role in shaping the Company's financial strategy and operational discipline, and brings deep knowledge of AlTi's business, clients and long-term ambitions. Having successfully delivered the core priorities of his mandate ahead of schedule, including strengthening the firm's financial foundation and helping position the business for its next phase of growth, Mike Harrington has decided to retire. Nancy Curtin, CEO of AlTi, said: "Patrick's appointment reflects both the strength of our internal leadership bench and our confidence in AlTi's future. Patrick brings deep knowledge of our business, a strong strategic and financial perspective, and a clear understanding of how we continue to create long-term value for clients and shareholders." "On behalf of the entire Board and leadership team, I would like to thank Mike Harrington for his accomplishments in establishing the strong financial foundation that positions AlTi for its next chapter, and we wish him well in retirement following this successful transition." Tim Keaney, Chair of the Board of AlTi added, "The Board approached this transition with a focus on continuity, long-term leadership and the needs of the business as AlTi continues to evolve. Patrick emerged as the right leader to help guide the Company through its next phase." Patrick will report to President and Chief Operating Officer Kevin Moran. Additional Details Patrick Keenan is a strategic finance leader with expertise spanning financial strategy, capital markets, SEC reporting and operational leadership. He has played a significant role in shaping strategic initiatives, advising on M&A and financing activity, and strengthening financial and reporting disciplines across complex organizations. He holds deep expertise in U.S. GAAP, SEC reporting and technical accounting, combined with a strong track record of partnering with business leaders to support growth and long-term value creation. Patrick has held senior strategic finance roles within AlTi for more than four years. Prior to that, he served in a senior finance and accounting leadership position at Aflac Global Investments. Earlier in his career, he held roles at Deloitte and Ernst & Young, where he advised global financial services firms on financial transformation, IPO readiness and complex transactions. Patrick is a Certified Public Accountant and holds degrees in Accounting and Finance from Villanova University. 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 approximately $90 billion in combined assets and have an expansive network of approximately 490 professionals globally. For more information, please visit www.alti-global.com. Contacts. Investor Relations: [email protected] Media Relations: Emily Roy, Prosek Partners [email protected] More News From AlTi Global, Inc. NEW YORK-( BUSINESS WIRE )-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 admini... NEW YORK-( BUSINESS WIRE )-AlTi Global, Inc. (NASDAQ: ALTI) ("AlTi" or the "Company"), a leading independent global wealth manager with $90 billion in assets, today announced financial results for the first quarter ended March 31, 2026. A presentation of the Company's results for the first quarter ended March 31, 2026 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 c... NEW YORK-( BUSINESS WIRE )-AlTi Global, Inc. (NASDAQ: ALTI) ("AlTi" or the "Company"), a leading independent global wealth manager with $93 billion in assets, today announced it will release its financial results for the first quarter 2026 after the market close on Monday, May 11, 2026. Management will host a conference call and webcast the same day at 5:00pm Eastern Time to provide a business update and discuss the financial results for the quarter. Conference Call Information Participants are...