Investor Presentaiton
AlTi Wealth Management - Highlights
Resilient and expanding global client base
WMAM
AUM/AUA, $ Billions
$43
$41
$36
$32
2019
Top 25 Client Asset Composition
by Geography
U.S.
58%
2020
2021
Non-U.S.
42%
2022
Client Composition by Assets
with AITI
Top 25 Client
Billable Assets
24%
Other AITI WM
Assets
O
76%
Scale
Global presence
High client retention
Long-tenured clients
Net positive Impact firm
Alignment with clients
Experienced team
$43B
AUM/AUA
8
Countries with AITI WM offices
97%
AUM/AUA retention for last four years
9+
Years average client tenure
$3.8B
Invested in Impact strategies
$684M
Invested alongside clients
20+
years operating history
Comprehensive capabilities family office and Trust services
Full suite of Investment Advisory, Multi-
AITI Tiedemann Global
Information at year end 2022, unless otherwise noted
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