---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-24-033750"
form_type: "8-K"
ticker: "ALTI"
cik: "0001838615"
company_name: "AlTi Global, Inc."
filed_at: "2024-07-31T23:59:59+00:00"
generated_at: "2026-05-31T14:29:10.966216+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# AlTi closes $250M strategic investment from Allianz X, with option for additional $50M

## Summary
- Allianz X invests $250M for Series A preferred stock, common stock, and warrants; total potential up to $300M.
- Proceeds to fund M&A pipeline and organic growth, expanding wealth management and alternatives business.
- Andreas Wimmer (Allianz SE board member) and Nazim Cetin (CEO of Allianz X) appointed to AlTi board.
- Combined with earlier $150M from CWC, total strategic funding up to $450M.
- Created Series A Cumulative Convertible Preferred Stock and issued warrants for 5M shares.

## SEC filing metadata
- accession: 0001628280-24-033750
- form_type: 8-K
- ticker: ALTI
- cik: 0001838615
- company_name: AlTi Global, Inc.
- filed_at: 2024-07-31T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 1.01, 3.02, 3.03, 5.02, 5.03, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1838615/000162828024033750/0001628280-24-033750-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1838615/000162828024033750/alti-20240731.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-24-033750
- JSON: https://secwatch.observer/filing/0001628280-24-033750.json
- Plain text: https://secwatch.observer/filing/0001628280-24-033750.txt

## Key facts
- Executive change
  Nazim Cetin was appointed as director at AlTi Global, Inc..
  - Action: appointed
  - Role: director
  source text: Nazim Cetin and Andreas Wimmer were appointed as directors on the Board, as the Investor Designees, to serve until their respective terms and until their successors are elected and qualified, and the size of the Board was fixed at eight directors.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1838615/000162828024033750/0001628280-24-033750-index.htm
- Executive change
  Andreas Wimmer was appointed as director at AlTi Global, Inc..
  - Action: appointed
  - Role: director
  source text: Nazim Cetin and Andreas Wimmer were appointed as directors on the Board, as the Investor Designees, to serve until their respective terms and until their successors are elected and qualified, and the size of the Board was fixed at eight directors.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1838615/000162828024033750/0001628280-24-033750-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.