Q3 2025 AlTi Global, Inc Earnings Call Transcript

Nov 12, 2025 / 10:00 PM GMT

Transcript 10-Q8-K

Key Points

Positve

AlTi Global Inc (ALTI) reported a 10% year-over-year increase in revenues for the third quarter, driven by strong momentum in their wealth management business.
The company achieved a 95% client retention rate with an average client tenure of 10 years, showcasing strong customer loyalty.
AlTi Global Inc (ALTI) added over $1.2 billion in international assets year-to-date, reflecting substantial growth from both new clients and expanded relationships.
The company has implemented a zero-based budgeting initiative expected to generate approximately $20 million in recurring annual gross savings by the end of 2026.
AlTi Global Inc (ALTI) is focusing on four distinct growth segments, which are showing early positive indicators and accelerating collaboration.

Negative

The company reported a net loss of $107 million for the quarter, primarily due to non-cash, non-recurring charges related to the exit of the international real estate business.
Operating expenses increased to $86 million from $61 million in the prior year period, driven by non-recurring charges and the acquisition of Korra.
The company faced a $35 million non-cash impairment of the arbitrage fund, reflecting lower asset growth than expected.
Adjusted EBITDA for the quarter was $6 million, down from $12 million in the prior year period, indicating a decline in profitability.
The restructuring of the international real estate business resulted in a net loss from discontinued operations of $20 million for the quarter.

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

ALTI.OQ - AlTi Global, Inc
Q3 2025 AlTi Global, Inc Earnings Call
Nov 12, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. My name is Irene, and I will be your conference operator for today.

At this time, I would like to welcome everyone to Alti's 3rd quarter 2025 earnings conference call.

During the call, your lines will remain in a listen-only mode.

After the speaker's remarks, there will be a Christian in our possession.

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

Now at this time I will turn things over to Lili Oteaga, head of investor relations for Alti. Please go ahead.

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Unidentified_2 [2

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