ALTI stock icon

AlTi Global
ALTI

$4.78
0.84%
 

About: AlTi Global Inc is an independent wealth and asset manager providing entrepreneurs, multi-generational families, institutions, and emerging next-generation leaders with fiduciary capabilities as well as alternative investment strategies and advisory services. The firm has business which is organized into two business segments that includes Wealth Management and Strategic Alternatives. Wealth Management includes providing holistic solutions for their wealth management clients through their comprehensive range of wealth management services, including investment management and advisory services. Strategic Alternatives segment, it assists their investors with alternative investments and co-investments by providing access to highly differentiated opportunities in these areas.

Employees: 480

0
Funds holding %
of 6,702 funds
Analysts bullish %
News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

2.47% more ownership

Funds ownership: 6.49% [Q4 2023] → 8.96% (+2.47%) [Q1 2024]

5% less funds holding

Funds holding: 42 [Q4 2023] → 40 (-2) [Q1 2024]

10% less capital invested

Capital invested by funds: $36.8M [Q4 2023] → $33.1M (-$3.75M) [Q1 2024]

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Research analyst outlook

1 Wall Street Analyst provided 1 year price forecasts over the past 6 months

Low target
$9
88%
upside
Avg. target
$9
88%
upside
High target
$9
88%
upside

1 analyst rating

positive
100%
neutral
0%
negative
0%
Raymond James
Wilma Burdis
88%upside
$9
Strong Buy
Upgraded
25 Jan 2024

Financial journalist opinion