Strong Client Retention and Growth
AlTi Global, Inc. maintained approximately 96% client retention since 2021, with an average AUM per client over $50 million. The company added more than $600 million in assets in Q3 2025, with over $1.2 billion added year-to-date from new and existing clients.
Robust Organic and International Growth
The company secured nearly $1.1 billion in new and expanded mandates in the U.S., with significant international growth, including a $240 million mandate from collaboration between Miami and Singapore offices, and a $130 million mandate from the Zurich impact investing team.
Cost Reduction Initiatives
The zero-based budgeting program is expected to generate approximately $20 million in recurring annual gross savings by 2026. Non-compensation expenses decreased by $600,000 from the previous quarter, despite additional costs from the Contura acquisition.