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Upturn AI SWOT - About
Alvarium Tiedemann Holdings Inc. (ALTI)
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Upturn Advisory Summary
08/28/2025: ALTI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $9
1 Year Target Price $9
| 1 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -27.07% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 643.81M USD | Price to earnings Ratio - | 1Y Target Price 9 |
Price to earnings Ratio - | 1Y Target Price 9 | ||
Volume (30-day avg) 1 | Beta 0.8 | 52 Weeks Range 2.33 - 5.00 | Updated Date 08/29/2025 |
52 Weeks Range 2.33 - 5.00 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.82 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date 2025-08-11 | When - | Estimate 0.2 | Actual -0.33 |
Profitability
Profit Margin -68.32% | Operating Margin (TTM) -53.73% |
Management Effectiveness
Return on Assets (TTM) -4.38% | Return on Equity (TTM) -22.99% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 801966424 | Price to Sales(TTM) 2.96 |
Enterprise Value 801966424 | Price to Sales(TTM) 2.96 | ||
Enterprise Value to Revenue 3.68 | Enterprise Value to EBITDA -360.2 | Shares Outstanding 101543000 | Shares Floating 46545349 |
Shares Outstanding 101543000 | Shares Floating 46545349 | ||
Percent Insiders 56.53 | Percent Institutions 11.14 |
Upturn AI SWOT
Alvarium Tiedemann Holdings Inc.
Company Overview
History and Background
Alvarium Tiedemann Holdings Inc. was formed through a business combination completed in January 2023. It represents the combination of Alvarium Investments, Tiedemann Group, and Cartesian Growth Corporation. The company aims to provide wealth management, asset management, and investment banking services.
Core Business Areas
- Wealth Management: Provides personalized financial planning, investment advisory services, and family office services to high-net-worth individuals and families.
- Asset Management: Offers a range of investment strategies across various asset classes, including equities, fixed income, and alternative investments.
- Investment Banking: Provides advisory services on mergers and acquisitions, capital raising, and other corporate finance transactions.
Leadership and Structure
The leadership team consists of executives from the legacy Alvarium Investments, Tiedemann Group, and Cartesian Growth Corporation. The organizational structure is designed to integrate these operations and leverage synergies across the combined entity.
Top Products and Market Share
Key Offerings
- Customized Investment Portfolios: Tailored investment portfolios designed to meet the specific financial goals and risk tolerance of individual clients. Market share data is not publicly available for this specific product. Competitors include Goldman Sachs Personal Financial Management, Charles Schwab Investment Advisory, and independent registered investment advisors (RIAs).
- Private Equity Investments: Access to private equity investment opportunities, including direct investments and fund investments. Market share data is not publicly available for this specific product. Competitors include Blackstone, KKR, and The Carlyle Group.
Market Dynamics
Industry Overview
The wealth and asset management industry is characterized by increasing demand for personalized financial advice and sophisticated investment solutions. The industry faces competition from traditional financial institutions, independent RIAs, and technology-driven investment platforms.
Positioning
Alvarium Tiedemann Holdings Inc. aims to differentiate itself by offering a comprehensive suite of services across wealth management, asset management, and investment banking. The firm focuses on serving high-net-worth individuals and institutions.
Total Addressable Market (TAM)
The global wealth management market is estimated to be in the trillions of dollars. Alvarium Tiedemann Holdings Inc. is positioned to capture a share of this market by providing integrated financial solutions to its target client base.
Upturn SWOT Analysis
Strengths
- Comprehensive suite of services
- Experienced leadership team
- Global network
- Strong relationships with high-net-worth clients
Weaknesses
- Integration challenges from the merger
- Relatively small market share compared to larger competitors
- Dependence on key personnel
- Limited brand recognition
Opportunities
- Growing demand for wealth management services
- Expansion into new markets
- Development of new investment products
- Acquisition of complementary businesses
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- BLK
- MS
- GS
- JPM
- UBS
Competitive Landscape
Alvarium Tiedemann Holdings Inc. competes with large, established financial institutions and smaller, specialized firms. The company's competitive advantages include its comprehensive suite of services and its focus on high-net-worth clients. Its disadvantages include its relatively small size and limited brand recognition.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data reflects the individual performance of the pre-merger entities.
Future Projections: Future growth projections depend on the successful integration of the businesses and the execution of strategic initiatives. Consult analyst reports for updated projections.
Recent Initiatives: Recent initiatives include integrating the wealth management, asset management, and investment banking platforms, expanding into new geographic markets, and launching new investment products.
Summary
Alvarium Tiedemann Holdings Inc. is a newly formed company aiming to establish itself as a leading provider of wealth management, asset management, and investment banking services. While the company benefits from a comprehensive service offering and experienced leadership, it faces integration challenges and competition from larger, more established firms. Future success hinges on effectively integrating the businesses and executing strategic initiatives to capitalize on growth opportunities. The market share is extremely small and will need to increase and get closer to the top end, for more investors to buy in.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data may be estimated and subject to change. Financial data and analysis are based on available information and may not be complete or accurate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Alvarium Tiedemann Holdings Inc.
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2023-01-03 | CEO & Director Mr. Michael Glenn Tiedemann | ||
Sector Financial Services | Industry Asset Management | Full time employees 520 | Website https://alti-global.com |
Full time employees 520 | Website https://alti-global.com | ||
AlTi Global, Inc. provides wealth and asset management services in the United States, the United Kingdom, and internationally. It operates in two segments, Wealth & Capital Solutions and International Real Estate. The company offers discretionary investment management and non-discretionary investment advisory services. Its trust services include creating or modifying trust instruments and acting as fiduciary. In addition, the company offers family office and administrative services comprising bookkeeping and back office, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. Further, it provides ancillary fund management services, such as sales and marketing services, which include centralized marketing, strategic positioning, product development, sales planning and execution, investor relations, materials oversight, sales channel, and branding. Additionally, the company offers international real estate services that comprise real estate co-investment and real estate fund management services; and alternatives platform, which assists money managers in building their fund management businesses. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.
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