Highest-materiality recent filing
AlTi Global CFO Harrington to retire July 1; Patrick Keenan named successor
CFO Michael Harrington to retire effective July 1, 2026; Patrick Keenan appointed CFO.
AlTi Global stockholders elect all seven director nominees and ratify KPMG as auditor for FY2026
All seven director nominees were elected at the 2026 Annual Meeting on June 17, 2026.
AlTi Global posts Q1 2026 results via investor presentation; no specific figures in excerpt
Filing furnishes an updated investor presentation for the first quarter ended March 31, 2026.
CEO Michael Tiedemann steps down; Nancy Curtin named Interim CEO
Michael Tiedemann stepped down as CEO effective March 30, 2026; termination without cause with severance per prior agreement.
AlTi Global furnishes Q4 2025 investor presentation, details not available in excerpt
Filing references an updated investor presentation for Q4 2025 earnings dated March 31, 2026.
AlTi Global confirms multiple preliminary indications of interest; forms Special Committee
AlTi Global (ALTI) received multiple preliminary indications of interest regarding a potential transaction.
AlTi Global releases Q3 2025 investor presentation
Presentation covers third-quarter 2025 financial results and operational highlights.
AlTi Global furnishes Q2 2025 investor presentation; results not detailed in excerpt
Company filed an updated investor presentation covering Q2 2025 earnings.
AlTi Global board approves wind-down of non-core International Real Estate business
Wind-down approved July 10, 2025; commencement on July 11, 2025; substantial completion targeted by December 2027.
AlTi Global to wind down International Real Estate business via UK administration
Board appointed administrators from Teneo for an orderly wind-down of the IRE business.
Proposal 3: amendment to 2023 Stock Incentive Plan approved (92.6M for, 6.7M against), adding 9,010,000 shares.
AlTi Global enters executive employment agreement with Chief Legal Officer Colleen Graham
Base salary of $425,000 per annum; eligible for annual bonus no less than prior awarded bonus.
AlTi Global CEO urges vote at June 16 meeting; seeks approval for 9M share increase
Annual meeting on June 16, 2025; shareholders asked to vote FOR three proposals.
AlTi Global issues proxy statement supplement with voting and attendance clarifications
Series C Preferred holders now explicitly permitted to attend and vote on an as-converted basis, subject to 7.5% cap.
AlTi Global furnishes Q1 2025 earnings presentation; no specific figures in excerpt
Investor presentation dated May 12, 2025, furnished under Regulation FD.
AlTi Global closes acquisition of Kontora Family Office with €14B in assets
Completed acquisition of Kontora on April 30, 2025; Kontora is a Hamburg-based multi-family office.
Company filed an updated form of investor presentation covering Q4 and full year 2024 earnings.
AlTi acquires German family office Kontora (~€14B AUM) to expand European presence
Acquisition of Kontora Family Office GmbH, a Hamburg-based multi-family office with ~€14B AUM as of Feb 28, 2025.
AlTi Global appoints Michael Harrington as CFO, replacing Stephen Yarad effective Feb 26, 2025
Michael Harrington appointed CFO effective Feb 26, 2025, replacing Stephen Yarad.
Updated investor presentation for Q3 2024 earnings released on November 8, 2024.
AlTi Global posts investor presentation for Oct 7 non-deal roadshow
Company furnished investor presentation (Exhibit 99.1) via 8-K for use beginning Oct 7, 2024.
AlTi Global furnishes Q2 2024 investor presentation; no financial details in filing text
Presentation dated August 9, 2024, covers second quarter 2024 earnings.
AlTi closes $250M strategic investment from Allianz X, with option for additional $50M
Allianz X invests $250M for Series A preferred stock, common stock, and warrants; total potential up to $300M.
All six director nominees elected with >95% votes in favor: e.g., Ali Bouzarif 100,574,606 for, 2,441,457 withheld.
AlTi Global closes acquisition of Envoi LLC, adding ~$3B in AUM
Envoi is a Minneapolis family office managing ~$3.0B in multi-generational wealth.
AlTi CEO sends proxy solicitation email urging vote at June 26 annual meeting
CEO Michael Tiedemann emailed shareholders on June 12, 2024, to encourage voting at the 2024 annual meeting.
AlTi Global CEO urges employee stockholders to vote at June 26 annual meeting
Proposals include election of six director nominees (Ali Bouzarif, Norma Corio, Mark Furlong, Timothy Keaney, Michael Tiedemann, Tracey Brophy Warson).
AlTi Global closes additional $35M investment from Constellation Wealth Capital
CWC invested $35M, bringing total to $150M of planned $450M strategic investment from Allianz X and CWC.
AlTi Global releases Q1 2024 earnings presentation; results not disclosed in filing text
Company filed an updated investor presentation for Q1 2024 earnings (May 10, 2024).
AlTi Global acquires Envoi family office for ~$25.2M; adds ~$3B AUM in Midwest expansion
Initial purchase price ~$25.2M for Envoi, a Minneapolis family office with ~$3B AUM; contingent earnout over 4 years.
AlTi Global acquires East End Advisors for $76M upfront, expanding UHNW wealth platform
Initial purchase price ~$76M; additional EBITDA-based contingent consideration over 5 years.
Sold 115,000 Series C Convertible Preferred shares for $115M; issued warrants for 1,533,333 Class A common shares.
AlTi Global promotes COO Kevin Moran to President, effective immediately
Kevin Moran adds President role while retaining COO duties; reports to CEO Michael Tiedemann.
Presentation updates the prior version filed on March 15, 2023.
AlTi Global furnishes Q4/2023 investor presentation; no specific figures in filing
Presentation titled 'Fourth Quarter and Year End 2023 Earnings' filed as Exhibit 99.1.
AlTi Global secures up to $400M in private placements with Allianz and Constellation
Allianz invests $250M: $140M Series A Preferred (9.75% div.), $110M common at $5.69/sh, warrants for 5M shares at $7.40.
AlTi Global gets up to $450M strategic investment from Allianz X, CWC
Allianz X to invest up to $300M ($250M at close: $110M common stock + $140M preferred) plus $50M option and warrants.
Investor presentation for Q3 2023 furnished as Exhibit 99.1 under Item 7.01 Regulation FD.
AlTi Global appoints Stephen D. Yarad as CFO, formerly CFO of MFA Financial
Stephen D. Yarad appointed CFO and Treasurer, effective September 18, 2023.
AlTi Global board chair retires; Keaney named chairman, Furlong joins board
Kevin T. Kabat retired from the Board and all committees effective August 31, 2023; no disagreement cited.
AlTi Global furnishes updated investor presentation; no new financial results disclosed
Updated investor presentation titled 'Second Quarter 2023 Earnings' furnished under Item 7.01.
Former CFO Christine Zhao to receive $805K severance in separation agreement
Christine Zhao resigned as CFO; separation agreement dated July 11, 2023 with Tiedemann Advisors, LLC.
AlTi Global stockholders elect all 11 directors, ratify KPMG as auditor for FY2023
All 11 director nominees elected; Peter Yu received 71,756,894 votes for (lowest), others over 74 million.
AlTi Global completes warrant exchange, issues 4.86M shares, to eliminate all warrants by June 22
97.5% of Public Warrants and 98.3% of Private Warrants tendered in exchange offer.
AlTi Global CFO Christine Zhao to resign; Reid Parmelee named interim CFO
Christine Zhao resigns as CFO effective June 15, 2023; will assist with transition.
AlTi Global completes warrant exchange; 97.5% of public warrants tendered for 0.25 shares each
10,719,843 Public Warrants (97.5%) and 8,745,658 Private Warrants (98.3%) validly tendered.
AlTi Global furnishes investor presentation for Q1 2023 earnings
Filed an updated investor presentation as Exhibit 99.1 referencing Q1 2023 earnings.
AlTi Global commences warrant exchange offer and consent solicitation to reduce dilution
As of Apr 28, 2023, 19,892,387 warrants outstanding (10.99M Public, 8.90M Private); offer expires June 2, 2023.
AlTi Global furnishes updated investor presentation; no specific new facts disclosed
Company furnished an updated investor presentation dated April 2023 as Exhibit 99.1.
Alvarium Tiedemann Holdings renames to AlTi Global, Inc. effective April 19, 2023
Name changed via short-form merger under Delaware law; CUSIP updated to 02157E 106 (common) and 02157E 114 (warrants).
On February 26, 2025, AlTi Global, Inc. (the “Company”) announced the appointment of Michael W. Harrington as the Company’s Chief Financial Officer and the departure of Stephen Yarad as Chief Financial Officer of the Company.
On February 26, 2025, AlTi Global, Inc. (the “Company”) announced the appointment of Michael W. Harrington as the Company’s Chief Financial Officer and the departure of Stephen Yarad as Chief Financial Officer of the Company.
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.
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.
On March 22, 2024, AlTi Global, Inc. (the “Company”) announced that the Company promoted Kevin Moran to the role of President, adding to his current role of Chief Operating Officer of the Company, effective immediately.
On September 18, 2023, AlTi Global, Inc. (the “Company”) announced the appointment of Stephen D. Yarad as Chief Financial Officer.
On August 31, 2023, Kevin T. Kabat notified the Board of Directors (the “Board”) of Alti Global, Inc. (the “Company”) of his decision to retire from the Company’s Board, and all committees thereof, effective immediately.
On September 1, 2023, the Board elected Timothy Keaney to replace Mr. Kabat as Chairman of the Board, effective immediately.
Also on September 1, 2023, the Board elected Mark F. Furlong to serve as a member of the Board, effective immediately, filling the vacancy created by Mr. Kabat’s retirement.
On July 11, 2023, Tiedemann Advisors, LLC, a subsidiary of AlTi Global, Inc. (together with its affiliates, the “Company”), entered into a separation agreement (the “Separation Agreement”) with Christine Zhao in connection with her previously announced resignation as the Company’s Chief Financial Officer.
On June 1, 2023, AlTi Global, Inc. (the “Company”) announced the resignation of Christine Zhao as Chief Financial Officer of the Company.
The Company also announced that Reid Parmelee, the Company’s Global Controller, has been appointed interim Chief Financial Officer.
Max materiality 0.85 · Median 0.45 · Most common event other_material