Alvarium

What they do

AlTi Global was created in January 2023 through the blockbuster merger of Alvarium Investments and Tiedemann Advisors, creating a transatlantic wealth management powerhouse. Positioned as a premier multi-family office for ultra-high-net-worth (UHNW) individuals, institutions, and foundations, the firm manages nearly $100 billion in combined assets. What makes AlTi distinctive is its dual-engine model: it combines highly personalized, localized family office services with the institutional scale of a global alternatives platform. The firm is highly regarded in the ecosystem for its deep expertise in impact investing and its strategic GP stakes business, where it acquires minority shares in alternative asset managers.

What they look for

AlTi’s core thesis revolves around "Purpose-built solutions" and "Harnessing megatrends." They seek to align capital with long-term secular megatrends-such as artificial intelligence, energy transition, digital infrastructure, healthcare innovation, and demographic change-that compound value over decades. Within their alternatives business, they focus on uncorrelated investment strategies (e.g., event-driven merger arbitrage, real estate bridge lending) to deliver risk-adjusted performance.

Stage

Series B+

Sectors

SaaS, AI, Fintech, Consumer, Climate, Proptech

Based

New York, US