Q1 2025 AlTi Global, Inc Earnings Call Transcript

May 12, 2025 / 09:00 PM GMT

Transcript 10-Q

Key Points

Positve

AlTi Global Inc (ALTI) reported a 14% year-over-year increase in consolidated revenue, reaching $58 million in the first quarter of 2025.
The company's core wealth management and capital solution segment saw a 23% revenue increase, driven by a 10% rise in assets under management and advisement.
AlTi Global Inc (ALTI) successfully closed the acquisition of Kontora, marking its entry into Germany, the world's third-largest ultra-high-net-worth market.
The company launched a new private credit program, securing approximately $240 million in commitments from international wealth clients.
AlTi Global Inc (ALTI) is focusing on operational excellence, implementing a zero-based budgeting process to optimize expenses and enhance cost efficiency.

Negative

AlTi Global Inc (ALTI) reported a net loss of $3 million for the quarter on a GAAP basis.
Operating expenses increased to $72 million in the quarter, up from $66 million in the same period last year.
The company is in the process of exiting its international real estate segment, which has been identified as non-core to its strategy.
Market volatility poses challenges, although the company maintains a diversified asset portfolio to mitigate risks.
Despite progress, the recurring cost base remains high relative to the current scale of the business, necessitating further cost optimization efforts.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALTI.OQ - AlTi Global, Inc
Q1 2025 AlTi Global, Inc Earnings Call
May 12, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Unidentified_2 [2]
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Good afternoon. My name is Matt, and I'll be your conference operator today. At this time, I'd like to welcome everyone to Aldi's first quarter of 2025 earnings conference call. During the call, your lines remain in a listen-only mode, and after the speaker's remarks, there will be a question and answer session.

I'd like to advise advise all parties that this conference call is being recorded and a replay of the webcast is available on LP's investor relations website.

Now, at this time, I'd like to turn things over to

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