Highest-materiality recent filing
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 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.
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.
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.
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.
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 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 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.
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 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 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.
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