AlTi Global, Inc. provides wealth and asset management services in the United States, the United Kingdom, and internationally. It operates through two segments, Wealth & Capital Solutions and International Real Estate. The company offers discretionary investment management, non-discretionary investment advisory, trust, administration, and family office services. It also provides trust services, such as creating or modifying trust instruments and acting as fiduciary in a full, directed or executor capacity. In addition, the company offers family office services comprising bookkeeping and back office services, 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. It also provides ancillary fund management services, such as sales and marketing services, which includes centralized marketing, strategic positioning, product development, sales planning and execution, investor relations, materials oversight, and branding. The company offers International Real Estate services, which includes real estate co-investment and real estate fund management services. Further, it offers strategic advisory, corporate advisory, brokerage, and placement agency services; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds, as well as alternatives platform. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York..
Metrics to compare | ALTI | Sector Sector - Average of metrics from a broad group of related Financials sector companies | Relationship RelationshipALTIPeersSector | |
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P/E Ratio | −2.2x | 8.4x | 8.9x | |
PEG Ratio | −0.05 | 0.08 | 0.03 | |
Price / Book | 1.6x | 1.8x | 1.0x | |
Price / LTM Sales | 2.7x | 3.0x | 2.7x | |
Upside (Analyst Target) | 205.1% | 42.3% | 18.2% | |
Fair Value Upside | Unlock | 18.4% | 3.1% | Unlock |