Investor Presentaiton
Expanding Market Opportunities
Powered by multi-decadal trajectories
Large, Expanding Market
Growth of Global Wealth (2021-2026P)
$Trillions
$326
6% CAGR
$473
$609
Generational Wealth Transfer
U.S. Wealth Transfer (2018-2042P)
Shifting To Independence
U.S. Independent Advisor AUM/AUA (2014-2024P) (1)
$Trillions
$70
Trillion from
Baby Boomers & Older
GenX &
Millennials
Charities
2016
2021
2026P
$609 trillion global opportunity and double-digit
growth with clients demanding integrated capabilities
and institutional solutions
$70 trillion wealth transfer creates opportunities
for firms that deliver impact, innovation &
engagement to clients
Source: BCG
Source: Cerulli Associates
AITI Tiedemann Global
(1) Includes independent registered investment advisors, hybrid registered investment advisors, and multi-family offices
$2.1
10% CAGR
$3.5
$5.5
2014
2019
2024P
Wealth clients seek advice that is independent,
customized, aligned & integrated with needs
Source: Cerulli Associates
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