AlTi Global

EST. AUM
$31,012,927,397

CONTACTS
33

CLIENT ACCOUNTS
614

Firm Details

Metro area New York City
CRD Number 147189
Website alti-global.com
Client types

Overview

Alvarium Tiedemann (AlTi), the Nasdaq-listed firm formed through the merger of Tiedemann Group and Alvarium Investments, is pleased to continue serving clients, investors, and business partners under its new unified brand. Tiedemann Wealth now oversees just over $29 billion in assets, following the acquisitions of Threshold Group in Philadelphia and Presidio Partners in San Francisco. The firm has continued to expand through strategic team acquisitions, strengthening its national presence. In New York, Kent Insley serves as Chief Investment Officer. The firm also maintains a significant footprint in Seattle, where Teresa Wells, formerly of Threshold Group, leads with a strong focus on ESG initiatives. Antonio Casal remains another key point of contact for relationship engagement. In San Francisco, Ethan Doyle plays a central role in overseeing and advancing AlTi Tiedemann’s private markets capabilities. Collectively, these leaders reflect the breadth, depth, and continued growth of AlTi Tiedemann Global’s platform and expertise. AlTi also provides institutional OCIO and investment consulting/advisory services, acting as an extension of clients’ investment offices and supporting asset allocation, manager research and selection, portfolio construction, risk management and governance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

AlTi Global

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