AlTi SPAC Presentation Deck
AITI An opportunity powered by multi-decadal trajectories
ALVARIUM TIEDEMANN CAPITAL
Massive, Expanding Market
High-Net-Worth ("HNW") Population (2015-2025P)(¹)
Millions
United States
16
22
28
2015 2020 2025P
Asia-Pacific
6
16
27
Europe
2015 2020 2025P
10
16
24
2015 2020 2025P
$102 trillion global opportunity, double digit growth,
with clients demanding integrated capabilities
and institutional solutions
Generational Wealth Transfer
U.S. Wealth Transfer (2018-2042P)
Baby Boomers & Older
$70
Trillion
Se +
GenX & Millennials
Charities
$70 trillion wealth transfer creates opportunities for
firms that deliver impact, innovation,
& engagement to clients
(1) Includes adults with net worth above US$1 million
(2) Includes independent registered investment advisors, hybrid registered investment advisors, and multi-family offices
Source: Credit Suisse, BCG, Cerulli
Shifting Client Demand
U.S. Independent Advisor AUM (2014-2024P)(2)
$Trillions
$2.1
2014
10% CAGR
$3.5
2019
$5.5
2024P
Wealth clients seek advice that is independent,
customized, aligned, & integrated with needs
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