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ALTI | US
0.04
1.03%
Financial Services
Asset Management
30/06/2024
21/10/2024
3.94
3.92
3.99
3.81
AlTi Global Inc. provides wealth and asset management services individuals families foundations and institutions in the United States and internationally. The company offers discretionary investment management non-discretionary investment advisory trust and administration services as well as family office services comprising wealth transfer planning multi-generational education planning wealth and asset strategy trust and fiduciary chief financial officers and outsourced family office philanthropy and lifestyle and special projects services. It also provides merchant banking services such as merger and acquisition advisory corporate broker private placements public company and initial public offering advisory strategic advisory independent board advice and structured finance advisory services; and corporate advisory brokerage and placement agency services to entrepreneurs and companies. The company offers investment strategy asset allocation investment manager selection risk management portfolio construction and implementation and reporting. In addition it manages or advises in combined assets; structures arranges and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds; and invests in and supports financial services professionals as well as provides impact investing advisory investment manager selection monitoring and due diligence services. Further the company offers coordination of legal-related and strategic business planning wealth transfer planning estate planning research on trustee placement and multi-generational education planning administrative tax planning and concierge and other services. The company was formerly known as Alvarium Tiedemann Holdings Inc. and changed its name to AlTi Global Inc. in April 2023. The company is based in New York New York.
View LessLow Market Beta (-0.4 to 0.8)
Low Debt to Asset (< 0.2)
Value Stock (Price to Book < 3)
High 6-Month Volatility (>65%)
Smallcap (300M - 2B USD)
Weak Operating Margin (< 10%)
Declining Revenue (< 0%)
Weak Sharpe Ratio (< 0.3)
Bearish: Increased Volatility (6-month > 1-month volatility)
10 days
43.2%1 month
56.2%3 months
66.9%6 months
65.6%-
-
0.93
0.42
0.17
-360.20
2.81
-
-32.47M
550.91M
550.91M
-
-27.61
-
-3.60
-23.72
4.74
2.04
Short-term: Bullish (SMA10D > SMA1M)
Intermediate-term: Bearish (SMA1M < SMA3M)
Long-term: Bearish (SMA6M < SMA12M)
Range10D
0.57
Range1M
1.14
Range3M
1.69
Rel. volume
0.64
Price X volume
355.07K
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|---|---|---|---|---|---|---|---|
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| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | -360.20 | 332.92 | Cheaper |
| Ent. to Revenue | 2.81 | 18.60 | Cheaper |
| PE Ratio | - | 20.20 | - |
| Price to Book | 0.93 | 2.63 | Cheaper |
| Dividend Yield | - | 7.25 | - |
| Std. Deviation (3M) | 66.85 | 21.97 | Riskier |
| Debt to Equity | 0.42 | 50.50 | Cheaper |
| Debt to Assets | 0.17 | 44.08 | Cheaper |
| Market Cap | 550.91M | 8.59B | Emerging |