Investor Presentaiton
Global, Growing Client Base
Serving evolving client priorities
Global Demand for Alternatives
Across Generations
Alternative AUM/AUA Growth and Forecast (2011-2026P)
$Trillions
Alt. Asset Exposure by Demographic (2021-2024P)
Private equity
Hedge funds
Infrastructure
Private debt
■Real estate
Natural resources
$23.2
85%
81%
11% CAGR
$13.3
$10.1
$8.5
32%
60%
48%
32%
$7.2
$6.3
$4.6
Source: Preqin
2021
2021
2011 2013 2015 2017 2019 2021
2026P
Demand for alternatives, a $23 trillion market by the
end of 2026, aligns with our expertise
Global
Millennial
UHNW
Next generation particularly interested
in direct and co-investment in alternatives
AITI Tiedemann Global
Source: Ernst & Young
2021
With Impact Priority
Relevance of ESG Factors
■Considers ESG factors
■Does not consider ESG factors
7%
93%
of UHNW consider
ESG factors when
investing
93%
Clients and investors understand and want to invest
responsibly and with intent, as they think about
legacy
Source: Ernst & Young
13View entire presentation