Investment Management
We serve multi-generational families, entrepreneurs, and business owners across the globe. We bring the scale of an international platform, paired with tailored solutions and high-touch partnership, to help families preserve, grow, and transition wealth across generations.
All portfolios are customized to the client’s needs and goals, desired return and impact, and comfort with risk, complexity and illiquidity.
Strategic asset allocation
Endowment-style portfolios that include alternatives and private investments can enhance return and reduce risk. AlTi offers clients expanded and exciting opportunities to build these portfolios, using the expertise of our global team and third-party managers.
We use three broad categories to help clients achieve their ideal levels of risk and return. Allocations across these categories are customized to suit specific needs, return objectives, risk appetite, liquidity parameters and tax status.
Finding high-performing investments and managers
We bring a solution, not a product. We scrutinize each investment and work together across our global team to assemble the right overall strategy for each client.
Our team spans the U.S., Europe and Asia and, we believe, includes some of the smartest minds in private equity, real estate, venture capital and hedge funds. We rigorously vet third-party managers, exclusively working with partners who have proven time in market and align with our strategy and other criteria.
Consolidated reporting on all assets not just what we manage
We provide clients with a single, customized, mobile-enabled view of their investments and performance, including:
- Complete coverage of financial, investment and ownership assets
- Macro-economic and market commentary
- Detailed performance attribution and evaluation
- Analysis of portfolio exposures (currency, asset class, geography)
- Record of all fees and expenses