
Company Overview - AlTi Global manages or advises on approximately $97 billion in combined assets[4] - The company boasts a client retention rate of 96% since 2021[11] - Approximately 59% of Wealth Management AUM/AUA is from the U S, while 41% is from non-U S sources[11] Financial Performance (Q2 2025) - Total revenue reached $53 million, a 7% increase compared to Q2 2024's $49 5 million[71] - Wealth Management and Capital Solutions (WM & CS) revenue was $52 million, with management fees at $49 million, up 8% and 6% year-over-year, respectively[70] - AUM/AUA increased by 35% year-over-year to $97 2 billion[71] Strategic Initiatives - AlTi Global finalized an expense optimization plan using Zero-Based-Budgeting (ZBB), expecting $20 million in annual gross savings over the next two years[70] - The company completed the acquisition of Kontora, a Hamburg-based MFO with $16 billion in AUA/AUM, on April 30, 2025[70] - Strategic investments from Allianz X and CWC provide up to $450 million to fuel AlTi's M&A pipeline and accelerate international expansion[15]