AlTi Global Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
FY Revenue (est.)
$298.3Mnext fiscal year
FY EPS (est.)
$0.27next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 12 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Assets Under Management (AUM) Quarterly49B
Assets Under Advisement (AUA) Quarterly90.1B
Total Revenue Quarterly73.1M
Adjusted EBITDA Margin Quarterly20.0%
Watch Items
- Strategic Review and Take-Private NegotiationsTrigger: Receipt of a formal take-private proposal or buyout offer from Allianz X, Constellation Wealth Capital, or former CEO Michael Tiedemann.Action: Evaluate the premium over the current trading price (~$3.06) and assess the Special Committee's response to the valuation gap.
- Permanent CEO AppointmentTrigger: Announcement of a permanent Chief Executive Officer to succeed Interim CEO Nancy Curtin.Action: Assess the new executive's strategic vision, particularly regarding organic growth and integration of recent acquisitions.
- Zero-Based Budgeting (ZBB) Cost SavingsTrigger: Realization of the targeted $20 million in recurring annual gross savings by year-end 2026.Action: Monitor quarterly operating expense trends and EBITDA margin expansion toward the 20%+ target.
Research as of 19 Jun 2026