8-K - AlTi Global, Inc. | StockGist

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AlTi Global, Inc. furnished an investor presentation via Form 8-K reporting approximately $93 billion in combined assets and 82% recurring revenues for the fiscal year ended December 31, 2025.

Key Takeaways

1The Company manages or advises on approximately $93 billion in combined assets as of December 31, 2025.

2Recurring revenues constituted 82% of total revenue for the fiscal year 2025.

3The firm reports a 96% client retention rate since 2021 across its wealth management platform.

4International real estate business was placed under administration in July 2025 and is presented as discontinued operations.

5Financial reporting has been consolidated into a single operating segment consistent with the discontinued operations presentation.

Current Report Details

Event Type

Financial Results

Regulation Fd

Exhibits Only

Disclosure

Mandatory

Variant

8-K

Items Reported

2.02

| Results of Operations and Financial Condition AlTi Global, Inc. (the “Company”) is furnishing an updated form of investor presentation that is attached as Exh

Financial Results

7.01

by reference. Exhibit 99.1 and the information set forth therein shall not be deemed to be filed for purposes of Section 18 of the Exchange Act, or otherwise be

Regulation Fd

9.01

| Financial Statements and Exhibits. (d) Exhibits. 99.1: 104 | Investor Presentation: Cover Page Interactive Data File (embedded within the Inline XBRL document

Exhibits Only

Source Document

Exhibits (2)

8-K

99.1

EX-99.1