Alti Global, Inc. · NASDAQ:ALTI
Alti Global — Q1 2026 Earnings Presentation
33 slides from Alti Global's earnings presentation, May 11, 2026
Slide 1: First Quarter 2026 Earnings
First Quarter 2026 Earnings | May 11, 2026 AlTi Global 1
Slide 2: Notes and Important Disclosures
Notes and Important Disclosures This Presentation (together with oral statements made in connection herewith, the “Presentation”) is for informational purposes only to assist interested parties in evaluating AlTi Global, Inc. (along with its consolidated subsidiaries, “AlTi Global” or the "Company")
Slide 3: At-a-glance
at-a-glance 25 96% $90B and $49B 74% 69% vs. 31% Years operating history Recurring revenues for U.S. vs. Non-U.S. Client retention rate since 2021 AUA and AUM focused on UHNW Q1 2026 Wealth Management AUM 19 7 $5B 10+ Acquisitions and integrations Years of average tenure for Global strategic partner
Slide 4: Our vision and why it matters
Our vision and why it matters OUR PURPOSE Make Wealth Worth More. By understanding the people, not just the portfolio, and thinking in decades, not quarters, we don’t simply manage wealth. We make wealth personal, powerful and permanent. OUR BELIEF Investment excellence is non-negotiable. But when w
Slide 5: Why we created AlTi
Why we created AlTi Over 25 years ago, we envisioned a new kind of UHNW Incumbent Private Banks platform. A platform with the resources and scale of a global Historically the only providers equipped to support the ultra-high-net-worth segment of private bank, but with the personal touch, independenc
Slide 6: A differentiated business purpose-built over 25+ years
A differentiated business purpose-built over 25+ years Comprehensive Full suite of offerings to serve the comprehensive and evolving needs of our clients, including investment advisory, family capabilities office services, estate & wealth planning, trust & fiduciary, governance & education, and impa
Slide 7: Key investment highlights
Key investment highlights 1 Differentiated focus on the UHNW segment – the most attractive and highest growth segment within wealth management 2 Trusted and sought after, delivering exceptional wealth management solutions to the UHNW segment for 25+ years 3 Unique global footprint with international
Slide 8: AlTi serves the most attractive segment in wealth management
AlTi serves the most attractive segment in wealth management Largest wealth transfer in history - ~$124T in the U.S. alone through 2048 – with over half coming from $264T(2)(4) HNW/UHNW(6) HNW / UHNW opportunity is Global Financial Wealth estimated at $102T Massive and growing client base, with 426k
Slide 9: AlTi has expertise in alternatives and impact, key areas of interest for UHNW
AlTi has expertise in alternatives and impact, key areas of interest for UHNW Global Demand for Alternatives(1) With Impact Priority(2) Alternative AUM/AUA Growth and Forecast (2017-2030P) Relevance of ESG Factors $Trillions Request ESG scores Do not request ESG scores $29 $30 32% 68% of HNWIs reque
Slide 10: The UHNW segment is fundamentally different than HNW
The UHNW segment is fundamentally different than HNW Ultra-High-Net-Worth High-Net-Worth Most PE-backed RIAs Target Client ⚫ ~$100M-1B+ in assets(1) ⚫ Generally $1-10M in assets ⚫ Billionaires, multi-generational families, family offices, Client Type ⚫ Highly educated professionals, senior executive
Slide 11: Profile of our client base
Profile of our client base A clientele with distinct, bespoke needs Institutional client support Minimum of ~$25M of investable assets 830+ UHNW/HNW individuals and families and other clients Demand bespoke investment management, spanning alternatives, impact investing capabilities, and emerging opp
Slide 12: We deliver what matters most: simplicity & time
We deliver what matters most: simplicity & time Client Needs Our Value Proposition 1 UHNW clients face growing complexity across We simplify complexity through integrated offerings that bring together investment, assets, family structures, and global exposure planning, governance, impact investing,
Slide 13: AlTi is regarded as a premier independent financial provider globally for UHNW and institutions
AlTi is regarded as a premier independent financial provider globally for UHNW and institutions Firm awards won Individual awards and recognitions Investment Week Barron's Advisor's Top 100 RIA Firms for 2025 Investment Woman of the Year (2025) Ranked Top 5 for firms with the largest median client s
Slide 14: Our business has evolved over time to focus on our core UHNW and institutional investment management offerings
Our business has evolved over time to focus on our core UHNW and institutional investment management offerings WEALTH MANAGEMENT ACQUISITIONS 2017: Apr-24: Threshold Jan-22: 2023: May-23: East End May-24: Jul-24: Apr-25: Group Holbein Albacore AI Wealth Advisors Pointwise Envoi Kontora (~$3B AUM) (~
Slide 15: Unique global footprint in which each location is intentional
Unique global footprint in which each location is intentional Notable Capabilities by Location Global Footprint 9 Countries 19 Cities New York: Global Headquarters; major U.S center of wealth Palm Beach / Dallas: Established wealth; regional hubs San Francisco / Seattle: Center of wealth from tech s
Slide 16: Track record of M&A and successful integration
Track record of M&A and successful integration AUM at Year Acquisition Capabilities acquisition Acquisition commentary / additional capabilities for AlTi acquired ($B) Provides credible OCIO capability for large families and foundations. OCIO 2024 ~$6 New business sourcing has been very promising ov
Slide 17: Strategic investments provide capital, access and relationships
Strategic investments provide capital, access and relationships AlTi received a strategic investment of up to $450M from Allianz X and CWC benefits from the strategic investment Global financial services provider across the insurance and asset Fund M&A pipeline for compelling inorganic growth opport
Slide 18: How we generate revenue
How we generate revenue AlTi’s topline performance is driven by recurring fee streams Recurring revenue Non-recurring revenue Highly recurring Management / advisory fees revenue nature Other revenue • Investment management, advisory, trustee, and • Incentive fees in Distributions from investments (1
Slide 19: Expected financial drivers
Expected financial drivers Well-defined path with a clear trajectory for long term growth Growth focused on stable, recurring revenue wealth management business Topline growth fueled by organic growth initiatives including, increased 01. Topline Growth collaboration across offices, tailored approach
Slide 20: First Quarter Highlights
First Quarter Highlights AlTi Global 20
Slide 21: First Quarter Highlights
First Quarter Highlights •Revenue Growth: Consolidated revenues of $73 million for the quarter, an increase of 28% year-over-year reflecting AUM growth and a meaningful contribution from investment distributions. •Management Fee Strength: Management fees were $52 million in the quarter, up 16% year
Slide 22: First Quarter 2026
First Quarter 2026 Select Financial and Operating Metrics • Revenue of $73 million, up 28% from the prior-year quarter, driven by AUM growth and higher investment-related distributions from our external managers. Distributions % change % change increased 75% year over year, primarily reflecting the
Slide 23: Wealth Management
Wealth Management Operating Metrics – AUM/AUA Assets Under Management (AUM) % change % change ($ in Billions) 1Q’26 4Q’25 3Q’25 2Q’25 1Q’25 vs. 4Q'25 vs. 1Q'25 Beginning Balance: $47.9 $47.7 $45.9 $42.9 $43.1 Net client change (0.2) (0.1) 0.4 0.2 (0.2) Cash Flow, net (0.2) (0.2) (0.3) (0.6) 0.1 Mark
Slide 24: Alternatives Platform
Alternatives Platform Operating Metrics – AUM/AUA New Closed-end Fund - Scheduled Average ($ in Millions) January 1, 2026 Appreciation Investments Subscriptions Redemptions Return of Capital Distributions March 31, 2026 AUM/AUA Event-Driven $1,761 $13 $0 $88 $(82) $0 $(4) $1,776 $1,769 External Stra
Slide 25: Alternatives Platform
Alternatives Platform Operating Metrics- Fund Performance Alternatives Platform Fund Performance(1) ($ in Millions) 1Q’26 4Q’25 3Q’25 2Q’25 1Q’25 FY 2025 FY 2024 FY 2023 Event-Driven 0.56 % 3.58 % 1.62 % 3.75 % 1.95 % 11.34 % —% 10.51 % External Strategic Managers: 2 (2) Real Estate Bridge Lending(2
Slide 26: Consolidated Balance Sheet
Consolidated Balance Sheet ($ in Thousands, except share data) As of March 31, 2026 As of December 31, 2025 Unaudited Audited Assets Cash and cash equivalents $39,715 $41,158 Fees receivable, net 34,370 65,571 Investments at fair value 149,741 144,196 Equity method investments 140 138 Intangible ass
Slide 27: Consolidated Income Statement
Consolidated Income Statement % change vs. % change vs. ($ in Thousands, except share data) 1Q’26 4Q’25 1Q’25 1Q'25 4Q'25 Revenue Unaudited Unaudited Unaudited Management/advisory fees $51,895 $52,718 $44,775 16 % (2)% Incentive fees (89) 31,723 96 NA (100)% Distributions from investments 21,268 2,8
Slide 28: Non-GAAP Reconciliation
Non-GAAP Reconciliation For the Quarterly Period Ended ($ in Thousands) 1Q’26 4Q’25 1Q’25 Net income before taxes from continuing operations $ 8,349 $ (19,801) $ 2,414 Stock-based compensation (a) 13,649 8,354 7,011 Transaction expenses (b) 2,692 7,335 6,573 Change in fair value of TRA (c) (201) (6,
Slide 29: Appendix
Appendix AlTi Global 29
Slide 30: Glossary
Glossary Assets Under Management and Assets Under Advisement. Unless otherwise defined and subject to applicable regulations, assets under management (“AUM”) refers to assets on which a b usiness provides continuous and regular billable supervisory or discretionary management services and non -discr
Slide 31: Footnotes
Footnotes Past performance does not guarantee or indicate future results. The historical net performance presented are unaudited. A description of the strategies is provided below: Event-driven: The Event-driven strategy is based in New York. This strategy focuses on 0-to-30-day events within the me
Slide 32: Strategic Partnerships
Strategic Partnerships Investment • Up to $300M ($250M funded July 31, 2024 and $19M funded May 13, • $150M ($115M funded in April 2024 and $35M funded in May 2025). Option to invest an additional $31M in the future) 2024) Common stock • $110M at close through a new issue of 19.3 million shares of c
Slide 33: Thank You
Thank You AlTi Global 33