ALTI · AlTi Global, Inc.

AlTi Global, Inc. filed an 8-K on May 11, 2026, furnishing an investor presentation for the first quarter of 2026. The presentation highlights the company's position as a leading independent global wealth manager for ultra-high-net-worth (UHNW) clients, with approximately $93 billion in combined assets under management and advisory as of March 31, 2026. Wealth Management AUA stood at $90 billion, with 69% from U.S. clients and 31% from non-U.S. clients. The firm reported a 96% client retention rate since 2021 and recurring revenues comprising 74% of Q1 2026 revenue, underscoring a stable income base. AlTi has completed seven acquisitions since 2023, reflecting an active inorganic growth strategy. The presentation emphasizes the company's 25+ year track record, global footprint across 19 offices, and expertise in alternatives and impact investing. Management highlights the UHNW segment as the most attractive in wealth management, citing a $102 trillion addressable market growing at ~7% CAGR. The filing does not provide specific GAAP financial results such as revenue, net income, or EPS, nor does it offer forward guidance. The presentation is furnished under Items 2.02 and 7.01 and is not deemed filed for SEC purposes. The absence of detailed financial metrics limits the ability to assess current performance, but the strategic narrative reinforces AlTi's focus on high-growth, high-retention UHNW clients.