Investor Presentaiton
One Platform Approach
Serving complementary and attractive industries
AITI Tiedemann Global
Wealth Management
Stable fee rates generating a robust
recurring revenue stream
Consistent, solid client retention and
underlying secular tailwinds
Multiple avenues for co-investment
and revenue diversification through
ancillary offerings
Highly fragmented industry allowing for
accelerated growth through M&A
•
Ability to compete directly with Global
Banks through differentiated offering
AITI
TIEDEMANN
GLOBAL
Asset Management
Strong investor demand, particularly in
private and real asset markets, driving
strong fundraising growth
Longer-locked investment vehicles
providing greater revenue visibility
Differentiated investment strategies with
performance that is less correlated to the
broader markets
Substantial focus on expanding
alternative strategies into the wealth
management channel
Large universe of mid-market managers
results in significant M&A opportunities
WMAM
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