AlTi Global: Pioneering Impact Investing at UBS and BofA Conferences

AlTi Global, Inc. (NASDAQ: ALTI), a leading independent global wealth manager with over $77 billion in combined assets, is set to participate in two major financial conferences: the UBS Financial Services Conference in Key Biscayne, Florida, on February 11, 2025, and the BofA Securities US Financial Services Conference in Miami Beach, Florida, on February 12, 2025. CEO Michael Tiedemann and CFO Stephen Yarad will attend both events, participating in meetings and discussions with industry professionals.

AlTi's commitment to impact or values-aligned investing is a key aspect of its comprehensive offering, setting it apart in the global wealth management landscape. This commitment is likely to be a central theme in the company's discussions at the upcoming conferences. By focusing on investments that generate positive environmental and social impact alongside financial returns, AlTi attracts clients who prioritize ESG factors and fosters strategic partnerships with like-minded firms.

At the conferences, AlTi may discuss how its commitment to impact investing has helped differentiate the company and attract clients who share these values. For instance, they might highlight that their approach has led to a significant increase in assets under management, which currently stands at over $77 billion. Additionally, AlTi could share success stories or case studies of investments that have generated both financial returns and positive impact, demonstrating the potential of impact investing.

AlTi's commitment to impact investing could also open up new investment strategies and opportunities for discussion at the conferences. For example, they might discuss how they identify and invest in companies that demonstrate strong ESG performance or have a positive impact on society and the environment. They could also share insights on how they engage with regulators and industry bodies to promote best practices in impact investing.

Moreover, AlTi's commitment to impact investing could facilitate discussions about potential collaborations and partnerships with other firms that share similar values. For instance, they might discuss their recent joint venture with Allianz X and AlTi Tiedemann Global to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors. This partnership demonstrates how AlTi's commitment to impact investing can lead to innovative and strategic collaborations.

In conclusion, AlTi Global's participation in the UBS Financial Services Conference and the BofA Securities US Financial Services Conference offers an opportunity for the company to showcase its commitment to impact or values-aligned investing. By engaging in meaningful discussions with industry professionals, AlTi can attract and retain clients, open up new investment opportunities, facilitate collaborations, and influence discussions on regulatory trends and industry developments. As the company continues to grow and manage assets effectively, its commitment to impact investing is likely to remain a key differentiator in the global wealth management landscape.