Company Overview - AlTi Global manages or advises on approximately $89 billion in combined assets[4] - The company boasts a 96% client retention rate since 2021[12] - Recurring revenues account for 96% of total revenues[12] - U S wealth management AUM constitutes 68% of the total, while non-U S wealth management AUM makes up 32%[58] Financial Performance (Q3 2025) - Total revenue reached $57 million, a 10% increase compared to Q3 2024's $51 8 million[82, 84] - Management and advisory fees amounted to $51 7 million, a 7% rise from $48 1 million in Q3 2024[82] - Assets Under Management (AUM) grew to $49 billion, a 6% increase year-over-year[82, 84] - Assets Under Advisement (AUA) reached $89 2 billion[82] Strategic Initiatives - The company received strategic investments of up to $450 million from Allianz X and CWC[51]

Core Insights - PJT Partners reported quarterly earnings of $1.85 per share, exceeding the Zacks Consensus Estimate of $1.24 per share, and showing a significant increase from $0.93 per share a year ago, resulting in an earnings surprise of +49.19% [1] - The company achieved revenues of $447.09 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 21.82% and up from $326.32 million year-over-year [2] - PJT Partners has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of PJT Partners' stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's price movement based on recent earnings and future expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.42 on revenues of $555 million, and for the current fiscal year, it is $6.25 on revenues of $1.65 billion [7] Industry Context - The Financial - Miscellaneous Services industry, to which PJT Partners belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - AlTi Global, Inc. is a leading independent global wealth manager with over $88 billion in combined assets [1] Company Participation - Mike Harrington, the Chief Financial Officer of AlTi, will participate in and host meetings at the Wolfe Wealth Symposium [1] - The event is scheduled to take place at the Wolfe Offices in New York City on November 12th [1] Company Overview - AlTi provides services to entrepreneurs, multi-generational families, and institutions [1]

Core Viewpoint - AlTi Global, Inc. is set to release its financial results for Q3 2025 on November 10, 2025, after market close, indicating a proactive approach to investor communication [1] Financial Results Announcement - The company will announce its financial results for the third quarter of 2025, highlighting its ongoing commitment to transparency and investor relations [1] - A conference call and webcast will be held on the same day at 5:00 PM Eastern Time to discuss the financial results and provide a business update [1] Company Overview - AlTi Global, Inc. is identified as a leading independent global wealth manager with over $88 billion in combined assets, showcasing its significant market presence and financial strength [1]

Company Overview - AlTi Global, Inc. (ALTI) is currently experiencing significant activity in the options market, particularly with the Sep 19, 2025 $2.50 Put option showing high implied volatility, indicating potential for a major price movement [1] - The company holds a Zacks Rank of 5 (Strong Sell) within the Financial - Miscellaneous Services industry, which is positioned in the top 20% of the Zacks Industry Rank [3] Analyst Sentiment - Over the past 60 days, no analysts have raised their earnings estimates for AlTi Global for the current quarter, while one analyst has lowered the estimate, resulting in a decrease in the Zacks Consensus Estimate from earnings of 4 cents per share to 3 cents [3] Options Market Insights - The high implied volatility surrounding AlTi Global shares suggests that options traders are anticipating a significant price movement, which could be indicative of an upcoming event that may lead to either a rally or a sell-off [2][4] - Seasoned options traders often seek out options with high implied volatility to sell premium, aiming to benefit from the decay of the option's value if the underlying stock does not move as much as expected by expiration [4]

As filed with the Securities and Exchange Commission on April 14, 2025. Registration No. 333-284565 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 5 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 CARTESIAN GROWTH CORPORATION III (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Cayman Islands 6770 N/A (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identif ...

As filed with the Securities and Exchange Commission on April 14, 2025. Registration No. 333-284565 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 5 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 CARTESIAN GROWTH CORPORATION III (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Cayman Islands 6770 N/A (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identif ...

As filed with the Securities and Exchange Commission on March 21, 2025. Registration No. 333-284565 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 CARTESIAN GROWTH CORPORATION III (Exact name of registrant as specified in its charter) Cayman Islands 6770 N/A (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identif ...

Financial Data and Key Metrics Changes - AlTi Global, Inc. generated $207 million in revenues for 2024, with a significant increase in recurring management fees to 96% from 77% in 2023 [10][38] - Consolidated adjusted EBITDA was $17 million for the year, while the core wealth management and capital solutions segment delivered adjusted EBITDA of $37 million with a 19% margin [11][40] - Consolidated operating expenses decreased by $54 million to $292 million compared to 2023, primarily due to reductions in compensation expenses and professional fees [41][42] Business Line Data and Key Metrics Changes - In the core wealth and capital solutions segment, revenues were $198 million for the year and $51 million in Q4, with management fees growing 13% in Q4 [39] - Assets under management and advisement grew 15% year over year, driven by the inclusion of East End and Envoy, along with solid portfolio performance [10][39] Market Data and Key Metrics Changes - The ultrahigh net worth segment is identified as the fastest-growing market in wealth management, with a $102 trillion addressable market growing at 7% compounding [17] - The company has made significant strides in expanding its international presence, particularly in Germany, which is the third-largest ultrahigh net worth market in the world [23][25] Company Strategy and Development Direction - The company aims to become the world's leading independent ultrahigh net worth wealth management firm, focusing on alternatives and impacts [6] - Strategic partnerships, such as with AllianzX and Constellation Wealth Capital, are pivotal for growth and expanding service offerings [12][14] - The company is actively pursuing strategic acquisitions and divestitures to sharpen its focus on core recurring revenue businesses [28][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute its strategy and drive profitable growth, particularly through cost optimization initiatives [36][47] - The company is at a critical inflection point, poised for significant profitable growth and value creation in 2025 and beyond [7][8] Other Important Information - The company has implemented zero-based budgeting (ZBB) to streamline costs and maximize resource efficiency [33][43] - The company has no bank debt on its balance sheet as of year-end, providing flexibility for future growth initiatives [45] Q&A Session Summary Question: Could you talk a little bit more about the acquisition in Germany and why it makes strategic sense? - Management highlighted Germany as a strategic market due to its size and the fit of Contura as a premier independent operator [52] Question: Following the deal in Germany, can you talk about where you are on deploying capital? - Management indicated they have $65 million available for acquisitions and an active pipeline for organic growth [55] Question: Is there anything else that we should expect from the strategic review on real estate? - Management confirmed that the review was complete and the divestment process is in the final stages [57][59] Question: Could you talk a little about the normalized operating expenses? - Management stated that expenses are expected to be lower going forward due to the comprehensive review of all expenses under the ZBB methodology [62][64] Question: What are you seeing on the M&A, arbitrage, pipeline? - Management noted that the regulatory environment for M&A has improved, leading to a constructive outlook for increased M&A activity [67]

As filed with the Securities and Exchange Commission on January 28, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 CARTESIAN GROWTH CORPORATION III (Exact name of registrant as specified in its charter) Cayman Islands 6770 N/A (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) 505 Fif ...