Alvarium Tiedemann Holdings, Inc. is the holding company of our group. We serve our clients, investors and partners through various subsidiaries around the world under our Alvarium Tiedemann | AlTi brand.
Please see legal information for the various entities by region:
Whilst every effort is made to ensure that the information contained on this website is accurate and up to date, AlTi accepts no liability to any third party for any error or omission.
More information on data shown on our website:
Assets Under Management and Assets Under Advisement: Unless otherwise defined, assets under management (“AUM”) refers to assets on which a business provides continuous and regular billable supervisory or management services, and assets under advisement (“AUA”) refers to assets that are managed or custodied, as well as non-discretionary assets that aren’t managed but are overseen in a consulting or similar capacity. For financial presentation purposes, total assets under management and assets under advisement (“AUM / AUA”) of AlTi consists of: (i) AUA and AUM of Legacy Tiedemann Wealth Entities; (ii) AUM of Legacy TIG Entities; and (iii) AUA and AUM of Legacy Alvarium Entities.
AUM / AUA of the Legacy Tiedemann Wealth Entities includes billable and non-billable assets. Billable assets represent the portion of assets on which the Legacy Tiedemann Wealth Entities charge fees. Non-billable assets are exempt of fees. They consist of assets such as cash and cash equivalents, real estate, investment consulting assets and other designated assets.
AUM / AUA of the Legacy Alvarium Entities includes billable and non-billable assets. Billable assets represent the portion of assets on which the Legacy Alvarium Entities charge fees; these are assets in which the Legacy Alvarium Entities are acting in a fiduciary capacity as well as co- investment assets. For the purpose of calculating co-investment assets, Legacy Alvarium Entities includes the gross asset value of all assets managed or supervised by operating partner subsidiaries, affiliates and joint ventures in which Legacy Alvarium Entities hold either a majority or minority stake. Non-billable assets are exempt of fees.
AUM of the Legacy TIG Entities includes the assets under management of each of the Legacy TIG Entities’ external strategic managers. External strategic managers are those managers in which the Legacy TIG Entities have made an external investment.