Investor Presentaiton

Demonstrated Track Record Strategic acquisition and integration of asset managers & wealth managers Select AITI M&A Examples Wealth Management Illustrative Acquisition Criteria . Expand global footprint • Increase scale & talent . • Leverage services (i.e., Trust) Expand Impact strategy . Diversify management fee revenue base AUM/AUA at acquisition $2 to $10B+ Integrated Acquisitions PRESIDIO CAPITAL ADVISORS SALISBURY partners ISKANDER Independent portfolio surveyors threshold AITI Tiedemann Global GROUP HOLBEIN Albacore Wealth Management Asset Management Illustrative Acquisition Criteria Uncorrelated to equity markets . Leverage support platform (distribution, operations) • Expand management fee revenue base Participations in Specialist Managers • WMAM Proven and repeatable earnings streams AUM/AUA at acquisition $500M to $5B+ LXI REIT Long Indexed Income ROM SPEN ARKKAN CAPITAL Zebedee Capital Partners LLP 23 23

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