Legal Information - Europe
The following entities registered in Europe are now subsidiaries of AlTi Global, Inc. Different services are offered by different entities which use the AlTi Tiedemann Global trading name.
- France
- Isle of Man
- Portugal
- Switzerland
France
AlTi Wealth Management (France) S.A.S is an investment adviser which is authorized and regulated in France by the Autorité des Marchés Financiers (AMF) (AMF No GP 00-037) with its registered address at 35, Avenue Franklin D. Roosevelt, 75008 Paris
Alvarium Investment Advisors (France) – Italian Branch is supervised by Autorité des Marchés Financiers (AMF) and registered to the Bank of Italy. The company is registered in Italy (codice fiscal number 11848640964) and has its principal place of business at Via Uberto Visconti di Modrone 21 Milan 20122, Italy
Portugal
AlTi Wealth Management (Portugal) – Empresa de Investimento, S.A. is registered as an investment advisor with the Comissão do Mercado de Valores Mobiliários (CMVM) (registration number 311) with its registered address at Rua Barata Salgueiro, nº 30, 4.º, 1250-044 Lisboa, Portugal.
- Mecanismos de Resolução Alternativa de Litígios (RAL)
- Impact / ESG Policy
- Política de Proteção de Denunciantes (Whistleblowing Policy)
- Política de Tratamento de Reclamações dos Investidores
- Política de Privacidade (Proteção de Dados)
- Relatório Anual de Receção e Transmissão de Ordens sobre Instrumentos Financeiros
Switzerland
Tiedemann Constantia AG is registered with the AOOS and has its registered office and place of business at Zugerstrasse 32 6340 Baar (Company Number CHE- CHE-403.738.357).
Alvarium Investment Advisors (Suisse) SA is registered with the AOOS and has its registered office and place of business at 7, Rue de la Confédération, 1204, Geneva (Company Number CHE-106.780.503).
AlTi Wealth Management (Switzerland) SA is a Swiss investment adviser registered with the Organismo di Autodisciplina dei Fiduciari del Cantone Ticino and has its registered office at Via Nassa 29, 6900 Lugano, Switzerland
Associate entities
LJ Management Suisse LJ Management (Suisse) SA is registered with SRO Arif, a self-regulatory body recognised by the Swiss Financial Market Supervisory Authority and established according to Article 24 of the Swiss Money Laundering Act. Its registered address is at 7, Rue de la Confédération, 1204, Geneva, Switzerland