Investor Presentaiton
Strategic Underpinnings of AlTi
One ecosystem delivering innovative, world-class wealth and asset management solutions
$43B Wealth Management
Investment Advisory
Trust, Fiduciary & Administration
Family Office
TIEDEMANN
GLOBAL
AITil
$65B
AUM/AUA
$22B - Asset Management
Alternatives Platform
Real Estate - Public & Private
Merchant Banking
Tiedemann Advisors
o Leading U.S.-focused multi-family office
providing comprehensive financial advisory
。 Client base of UHNW families, entrepreneurs
and foundations
o $30B AUM/AUA
o Founded in 1999
•
Strategic Rationale
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Alvarium
o International multi-family office providing investment
advisory across wealth & asset management
o Bespoke real estate solutions
。 Merchant banking expertise focused on innovation
economy
o $27B AUM/AUA
o Founded in 2009
Strengthened origination opportunities
Complementary markets & investors
Information as of December 31, 2022
AITI Tiedemann Global
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TIG
Established alternatives management firm focused
on capital preservation & uncorrelated returns
。 Strong track record of partnerships with strategic
managers
o $8B AUM/AUA
o Founded in 1980
Enhanced suite of solutions
Increased operating leverage
•
New global product capabilities
•
Fortified talent attraction & retention
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