AlTi Global, Inc. · NASDAQ:ALTI
AlTi Global — Q3 2026 Earnings Presentation
33 slides from AlTi Global's earnings presentation, Nov 9, 2026
Slide 1: Third Quarter 2026 Earnings
1AlTi Global Third Quarter 2026 Earnings | November 9, 2026
Slide 2: Notes and Important Disclosures
2AlTi Global Notes and Important Disclosures About AlTi Global AlTi Global is a leading independent global wealth manager providing entrepreneurs, multi-generational families, institutions, and emerging next-generation leaders with fiduciary advisor services underscored by a commitment to impact or
Slide 3: AlTi Global at-a-glance
3AlTi Global at-a-glance U.S. vs. Non-U.S. Wealth Management AUM 70% vs. 30%$95B and $52B 7 Acquisitions and integrations completed globally since 2023 Client retention rate since 2021 95% 19 Offices across the globe in major financial centers Global strategic partnerships provide growth capital, ac
Slide 4: Our vision and why it matters
4AlTi Global 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. Make Wealth Worth More. Our vision and why it matters O U R B E L I E F Investment excellence is non-negotiable. Bu
Slide 5: Why we created AlTi
5AlTi Global Over 25 years ago, we envisioned a new kind of UHNW platform. A platform with the resources and scale of a global private bank, but with the personal touch, independence, and flexibility clients sorely felt were missing. Private banks are structurally unable to offer independent advice,
Slide 6: A differentiated business purpose-built over 25+ years
6AlTi Global A differentiated business purpose-built over 25+ years Foundation of our Platform Comprehensive capabilities Full suite of offerings to serve the comprehensive and evolving needs of our clients, including investment advisory, family office services, estate & wealth planning, trust & fid
Slide 7: Key investment highlights
7AlTi Global Key investment highlights Differentiated focus on the UHNW segment – the most attractive and highest growth segment within wealth management Trusted and sought after, delivering exceptional wealth management solutions to the UHNW segment for 25+ years Unique global footprint with intern
Slide 8: HNW / UHNW opportunity estimated at $102T
8AlTi Global HNW / UHNW opportunity is estimated at $102T and is expected to grow at a ~7% CAGR to 2028(1)(2)(3) Illustrative revenue TAM opportunity $102T HNW and UHNW investible financial wealth (1) (2) (3) (x) 40 bps Illustrative blended average fee rate = $408B Revenue opportunity $102T(1)(2)(3)
Slide 9: Demand for alternatives and impact
9AlTi Global $9 $17 $29 $30 2017 2023 2029P 2030P 1) Source: Preqin, Global alternatives markets on course to exceed $30tn by 2030 2) Source: Capgemini research institute, 2024 World Wealth Report 3) Source: Capgemini research institute, s can reignite investors’ waning ESG enthusiasm AlTi has exper
Slide 10: The UHNW segment is fundamentally different than HNW
10AlTi Global The UHNW segment is fundamentally different than HNW The UHNW segment is more attractive and requires specialized skills and capabilities to meet the complex needs of UHNW families and institutions Ultra-High-Net-Worth High-Net-Worth Most PE-backed RIAs Target Client ⚫ ~$100M-1B+ in as
Slide 11: Profile of our client base
11AlTi Global Profile of our client base Institutional client support Foundations & endowments Single family office Institutional investors UHNW families and individuals ~830 UHNW/HNW individuals and families and other clients ~$60M Average AUM / client 95% Client retention rate since 2021 ~10 year
Slide 12: We deliver what matters most: simplicity & time
12AlTi Global We deliver what matters most: simplicity & time Investment Advisory (Traditional, Alternatives & Impact) Trust & Fiduciary Governance & Education Estate & Wealth Planning Philanthropy & Purposeful Giving Family Office Services Client Needs Our Value Proposition ✓ ✓ ✓ ✓ ✓ ✓ We bring tog
Slide 13: Firm and individual awards
13AlTi Global Firm awards won Individual awards and recognitions With Intelligence Private Asset Management Awards Best Multi-Family Office Over $25 Billion (2024) (2025) Best Outsourced CIO (2025)(2026) With Intelligence HFM European Performance Awards Best Event-driven Merger Arbitrage Strategy (2
Slide 14: Business evolution toward core UHNW offerings
14AlTi Global Our business has evolved over time to focus on our core UHNW and institutional investment management offerings ASSET MANAGEMENT DIVESTITURES / WIND-DOWNS WEALTH MANAGEMENT ACQUISITIONS Jun-23: Deconsolidation of AHRA / Home REIT Feb-24: Broker-dealer wind-down Mar-24: Disposal of LRA M
Slide 15: Global footprint and capabilities by location
15AlTi Global Notable Capabilities by Location Global Footprint 9 Countries 19 Cities Our global footprint reflects the global nature of our client base London: Global cross-border hub and significant center of wealth for EMEA Zurich: European wealth hub with access to Middle East San Francisco / Se
Slide 16: Track record of M&A and successful integration
16AlTi Global Track record of M&A and successful integration Acquisition Capabilities Year acquired AUM at acquisition ($B) Acquisition commentary / additional capabilities for AlTi U.S. Acquisitions OCIO 2024 ~$6 Provides credible OCIO capability for large families and foundations. New business sou
Slide 17: Strategic investments provide capital, access and relationships
17AlTi Global Strategic investments provide capital, access and relationships Global financial services provider across the insurance and asset management sectors, providing financial security and certainty to its customers for 130+ years. CWC provides flexible, long-term capital solutions and strat
Slide 18: How we generate revenue
18AlTi Global How we generate revenue AlTi’s topline performance is driven by recurring fee streams Recurring revenue Non-recurring revenue Management / advisory fees • Investment management, advisory, trustee, and administration fees • Management fees in Distributions from investments (3) • Calcula
Slide 19: Growth focused on stable, recurring revenue wealth management
19AlTi Global Growth focused on stable, recurring revenue wealth management business Topline growth fueled by organic growth initiatives including, increased collaboration across offices, tailored approach to key segments, refined pricing models and private markets JV Strong pipeline of strategic an
Slide 20: Third Quarter 2026 Highlights
20AlTi Global Third Quarter 2026 Highlights
Slide 21: Third quarter 2026 highlights
21AlTi Global •Revenue Growth: Consolidated revenues were $58 million for the quarter, increasing 1% year-over-year. •Management Fee Strength: Management fees were $55 million in the quarter, up 7% year-over-year. Management fees continue to represent the majority of our revenue base, reflecting the
Slide 22: Select Financial and Operating Metrics
22AlTi Global Third Quarter 2026 Select Financial and Operating Metrics • Revenue of $58 million, up 1% from the prior-year quarter, driven primarily by management fees benefitting from increased AUM. • Total Operating Expenses improved to $64 million in the quarter, a 25% year-over-year decline, re
Slide 23: Wealth Management Operating Metrics – AUM/AUA
23AlTi Global Wealth Management Operating Metrics – AUM/AUA See definitions in the Appendix. Note: Due to rounding, numbers presented throughout this presentation may not add up precisely to the totals provided Assets Under Management (AUM) ($ in Billions) 3Q’26 2Q’26 1Q’26 4Q’25 3Q’25 % change vs.
Slide 24: Alternatives Platform Operating Metrics – AUM/AUA
24AlTi Global Alternatives Platform Operating Metrics – AUM/AUA 1) The fair value of this investment is reported on a one-month lag 2) Subsequent to September 30, 2026, the manager of the European Long Short Equities strategy received significant redemption requests See definitions in the Appendix.
Slide 25: Alternatives Platform Fund Performance
25AlTi Global 2 Alternatives Platform Fund Performance(1) 1) Past performance does not guarantee or indicate future results. The historical net performance presented above are unaudited. Please refer to Appendix for additional information 2) This investment is reported with a one- month lag Alternat
Slide 26: Consolidated Balance Sheet
26AlTi Global Consolidated Balance Sheet Note: Due to rounding, numbers presented throughout this presentation may not add up precisely to the totals provided ($ in Thousands, except share data) As of Sep 30, 2026 As of December 31, 2025 Unaudited Unaudited Assets Cash and cash equivalents $34,957 $
Slide 27: Consolidated Income Statement
27AlTi Global Consolidated Income Statement Note: Due to rounding, numbers presented throughout this presentation may not add up precisely to the totals provided ($ in Thousands, except share data) 3Q’26 2Q’26 3Q’25 % change vs. 3Q'25 % change vs. 2Q'26 Revenue Management/advisory fees $55,301 $54,4
Slide 28: Non-GAAP Reconciliation
28AlTi Global e) Add-back to the change in fair value of the earn-out liabilities f) Add-back of cost to implement organization change to derive cost synergy, including consulting fees, severance charges, technology implementation costs, and bad debt expense related to strategic portfolio realignmen
Slide 29: Appendix
29AlTi Global Appendix
Slide 30: Glossary
30AlTi Global 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
Slide 31: Footnotes
31AlTi Global 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
Slide 32: Strategic investment terms
32AlTi Global Investment • Up to $300M ($250M funded July 31, 2024 and $19M funded May 13, 2025). Option to invest an additional $31M in the future) • $150M ($115M funded in April 2024 and $35M funded in May 2024) Common stock • $110M at close through a new issue of 19.3 million shares of common sto
Slide 33: Thank You
33AlTi Global Thank You