EX-99.1

EX-99.1 2 d450438dex991.htm EX-99.1 EX-99.1

Exhibit 99.1 Investor Presentation | April 2023 AlTi Tiedemann Global 1

Disclosures This Presentation (together with oral statements made in connection herewith, the “Presentation”) is for informational purposes only to assist interested parties in evaluating AlTi Global, Inc. (along with its consolidated subsidiaries, “AlTi Global” or the Company ). About AlTi Global AlTi Global is a multi-disciplinary financial services business with a diverse array of investment, advisory, and administrative capabilities which serves clients and investors around the globe. The firm manages approximately $65 billion in combined assets and provides holistic solutions for wealth management clients through a full spectrum of services, including discretionary investment management services, non-discretionary investment advisory services, fiduciary and trust services, administration services, new generational wealth planning services and family office services. AlTi Global structures, arranges, and provides a network of investors with co-investment opportunities in a variety of alternative assets which are either managed intra-group or by carefully selected managers with a proven track record in the relevant asset class. AlTi Global operates globally, with approximately 470 professionals operating in 22 cities in 10 countries across four continents. No Offer or Solicitation This Presentation does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any equity, debt or other financial instruments of AlTi Global. The information contained herein does not purport to be all-inclusive and none of AlTi Global nor any of its respective subsidiaries, stockholders, affiliates, representatives, control persons, partners, members, managers, directors, officers, employees, advisers or agents make any representation or warranty, express or implied, as to the accuracy, completeness or reliability of the information contained in this Presentation. Prospective investors should consult with their own counsel and tax and financial advisors as to legal and related matters concerning the matters described herein, and, by accepting this Presentation, you confirm that you are not relying solely upon the information contained herein to make any investment decision. The recipient shall not rely upon any statement, representation or warranty made by any other person, firm or corporation in making its investment decision to subscribe for securities of AlTi Global. To the fullest extent permitted by law, in no circumstances will AlTi Global or any of its subsidiaries, stockholders, affiliates, representatives, control persons, partners, members, managers, directors, officers, employees, advisers or agents be responsible or liable for any direct, indirect or consequential loss or loss of profit arising from the use of this Presentation, its contents, its omissions, reliance on the information contained within it, or on opinions communicated in relation thereto or otherwise arising in connection therewith. In addition, this Presentation does not purport to be all-inclusive or to contain all of the information that may be required to make a full analysis of AlTi Global. The general explanations included in this Presentation cannot address, and are not intended to address, your specific investment objectives, financial situations or financial needs. Forward-Looking Statements Some of the statements in this presentation may constitute “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 (the “Securities Act”), Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact are forward-looking. Words such as “anticipate,” “believe,” “continue,” “estimate,” “expect,” “future,” “intend,” “may,” “plan” and “will” and similar expressions identify forward-looking statements. Forward-looking statements reflect management’s current plans, estimates and expectations and are inherently uncertain. The inclusion of any forward- looking information in this presentation should not be regarded as a representation that the future plans, estimates or expectations contemplated will be achieved. Forward-looking statements are subject to various risks, uncertainties and assumptions. Important factors that could cause actual results to differ materially from those in forward-looking statements include, but are not limited to, global and domestic market and business conditions, successful execution of business and growth strategies and regulatory factors relevant to our business, as well as assumptions relating to our operations, financial results, financial condition, business prospects, growth strategy and liquidity and the risks and uncertainties described in greater detail under “Risk Factors” included in AlTi Global's registration statement on Form 10-K filed April 17, 2023, and in the subsequent reports filed with the Securities and Exchange Commission, as such factors may be updated from time to time. We undertake no obligation to revise or update any forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required by law. A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 2 2

Disclosures (Cont.) Financial Information The financial information and data contained in this Presentation is unaudited and does not conform to Regulation S-X promulgated under the Securities Act. Accordingly, such information and data may not be included in, may be adjusted in or may be presented differently in, any registration statement that may be filed by AlTi Global. Due to rounding, numbers presented throughout this Presentation may not add up precisely to the totals provided and percentages may not precisely reflect the absolute figures. Use of Non-GAAP Financial Measures The non-GAAP financial measures contained in this presentation (including, without limitation, Combined Adjusted Net Income, Combined Adjusted EBITDA and Combined Economic EBITDA) are not GAAP measures of AlTi Global’s financial performance or liquidity and should not be considered as alternatives to net income (loss) as a measure of financial performance or cash flows from operations as measures of liquidity, or any other performance measure derived in accordance with GAAP. A reconciliation of such non-GAAP measures to their most directly comparable GAAP measure is included on page 42 of this presentation. You are encouraged to evaluate each adjustment to non-GAAP financial measures and the reasons management considers it appropriate for supplemental analysis. AlTi Global believes that the use of these non-GAAP financial measures provides an additional tool for investors to use in evaluating ongoing operating results and trends. Our presentation of these measures should not be construed as an inference that our future results will be unaffected by unusual or non-recurring items. In addition, these measures may not be comparable to similarly titled measures used by other companies in our industry or across different industries. Forward-looking Non-GAAP The Company is not able to reconcile its forward-looking non-GAAP estimates of Adjusted EBITDA margin without unreasonable effort because of the inherent difficulty of accurately forecasting the occurrence and financial impact of the various adjusting items necessary for such reconciliation that have not yet occurred, are out of its control, or cannot be reasonably predicted, which could have a material impact on its future GAAP financial results. Industry and Market Data Certain information contained in this Presentation relates to or is based on studies, publications, surveys and AlTi Global’s own internal estimates and research. In addition, all of the market data included in this Presentation involves a number of assumptions and limitations, and there can be no guarantee as to the accuracy or reliability of such assumptions. Finally, while AlTi Global believes its internal research is reliable, such research has not been verified by any independent source and none of AlTi Global or any of its affiliates nor any of their respective control persons, officers, directors, employees or representatives make any representation or warranty with respect to the accuracy of such information. Trademarks This Presentation may contain trademarks, service marks, trade names and copyrights of other companies, which are the property of their respective owners. Solely for convenience, some of the trademarks, service marks, trade names and copyrights referred to in this Presentation may be listed without the TM, SM © or ® symbols, but AlTi Global, will assert, to the fullest extent under applicable law, the rights of the applicable owners, if any, to these trademarks, service marks, trade names and copyrights. A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 3 3

01. About AlTi AlTi Tiedemann Global 5

AlTi at a Glance Delivering transformational ideas that create enduring value $1.9B $65B 470+ $3.8B 20+ Assets Under Advisement Professionals with diverse Committed to Impact Year operating history Invested alongside clients (AUM/AUA) experience & expertise strategies Global footprint with presence in 22 major financial centers with a robust financial profile Information as of December 31, 2022, unless otherwise noted A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 6 6 6

Strategic Underpinnings of AlTi One ecosystem delivering innovative, world-class wealth and asset management solutions $43B - Wealth Management $22B - Asset Management Investment Advisory Alternatives Platform $65B Trust, Fiduciary & Administration Real Estate – Public & Private AUM/AUA Family Office Merchant Banking Tiedemann Advisors Alvarium TIG o Leading U.S.-focused multi-family office o Established alternatives management firm focused o International multi-family office providing investment providing comprehensive financial advisory on capital preservation & uncorrelated returns advisory across wealth & asset management o Client base of UHNW families, entrepreneurs o Bespoke real estate solutions o Strong track record of partnerships with strategic + + and foundations managers o Merchant banking expertise focused on innovation o $30B AUM/AUAo $8B AUM/AUA economy o Founded in 1999o Founded in 1980 o $27B AUM/AUA o Founded in 2009 • Strengthened origination opportunities • Enhanced suite of solutions• Increased operating leverage Strategic Rationale • Complementary markets & investors • New global product capabilities • Fortified talent attraction & retention Information as of December 31, 2022 A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 7 7

Comprehensive Platform Well-positioned to meet the diverse needs of an expanding client base Global Wealth Management Global Asset Management Global Alternative Boutique AlTi Global Banks Family Offices Managers Investment Firms Global Presence Comprehensive Capabilities Alignment with Clients Customized Services Nimble to Capture Opportunities Permanence & Access to Capital Robust Financial Profile AlTi Tiedemann Global 8

Investment Highlights Uniquely positioned between global family office solutions and alternative asset management Strong, performing businesses Large and growing addressable market Established reputation in the market Both in asset and wealth management Global footprint Recurring and diversified revenue Strategically located in wealth epicenters Consistent, with multiple growth vectors Flexible balance sheet Long-tenured client and investor base Prioritizing opportunistic growth Stable and growing relationships World-class leadership Proven track record and commitment to Impact A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 9 9 9

Expected Financial Drivers Well-defined path with a clear trajectory for long term growth Stable recurring revenue foundation across both asset and wealth management 01. Topline Growth Topline growth fueled by new partnerships Revenue diversification through emerging strategies and solutions Economies of scale that leverage global distribution platform 02. Margin Expansion Efficiencies driven by centralizing operations Accretive acquisition strategy Opportunistic monetization of investments 03. Balance Sheet Strength Financial flexibility to capitalize on future growth opportunities A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 1 10 0

04. Portfolio Construction 02. Market Landscape AlTi Tiedemann Global 11

Expanding Market Opportunities Powered by multi-decadal trajectories Large, Expanding Market Generational Wealth Transfer Shifting To Independence (1) U.S. Independent Advisor AUM/AUA (2014-2024P) Growth of Global Wealth (2021-2026P) U.S. Wealth Transfer (2018-2042P) $Trillions $Trillions $5.5 $609 $70 Trillion from $473 Baby Boomers & Older $3.5 $326 $2.1 GenX & Charities Millennials + 2014 2019 2024P 2016 2021 2026P $609 trillion global opportunity and double-digit $70 trillion wealth transfer creates opportunities Wealth clients seek advice that is independent, growth with clients demanding integrated capabilities for firms that deliver impact, innovation & customized, aligned & integrated with needs and institutional solutions engagement to clients Source: BCG Source: Cerulli Associates Source: Cerulli Associates (1) Includes independent registered investment advisors, hybrid registered investment advisors, and multi-family offices A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 1 1 12 2 2

Global, Growing Client Base Serving evolving client priorities Global Demand for Alternatives Across Generations With Impact Priority Alternative AUM/AUA Growth and Forecast (2011-2026P) Alt. Asset Exposure by Demographic (2021-2024P) Relevance of ESG Factors $Trillions Considers ESG factors Private equity Private debt 85% Does not consider ESG factors 81% Hedge funds Real estate $23.2 Infrastructure Natural resources 7% 60% 48% $13.3 93% of UHNW consider $10.1 32% 32% ESG factors when $8.5 $7.2 investing $6.3 $4.6 93% 2011 2013 2015 2017 2019 2021 2026P Global Millennial UHNW Demand for alternatives, a $23 trillion market by the Next generation particularly interested Clients and investors understand and want to invest end of 2026, aligns with our expertise in direct and co-investment in alternatives responsibly and with intent, as they think about legacy Source: Preqin Source: Ernst & Young Source: Ernst & Young A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 1 1 13 3 3 2021 2021 2021

03. Business Highlights AlTi Tiedemann Global 14

WM AM One Platform Approach Serving complementary and attractive industries Asset Management Wealth Management • Stable fee rates generating a robust • Strong investor demand, particularly in recurring revenue stream private and real asset markets, driving strong fundraising growth • Consistent, solid client retention and • Longer-locked investment vehicles underlying secular tailwinds providing greater revenue visibility • Multiple avenues for co-investment • Differentiated investment strategies with and revenue diversification through performance that is less correlated to the ancillary offerings broader markets • Highly fragmented industry allowing for • Substantial focus on expanding accelerated growth through M&A alternative strategies into the wealth management channel • Ability to compete directly with Global Banks through differentiated offering• Large universe of mid-market managers results in significant M&A opportunities A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 1 1 15 5 5

WM AM AlTi Wealth Management – Highlights Resilient and expanding global client base $43B Scale AUM/AUA, $ Billions AUM/AUA $43 $41 $36 8 Global presence $32 Countries with AlTi WM offices 97% High client retention AUM/AUA retention for last four years 9+ Long-tenured clients Years average client tenure 2019 2020 2021 2022 $3.8B Net positive Impact firm Invested in Impact strategies Top 25 Client Asset Composition Client Composition by Assets $684M by Geography with AlTi Alignment with clients Invested alongside clients Other AlTi WM 20+ Experienced team Assets years operating history Non-U.S. 76% 42% Full suite of Investment Advisory, Multi- Comprehensive capabilities family office and Trust services U.S. 58% Top 25 Client Billable Assets 24% Information at year end 2022, unless otherwise noted AlTi Tiedemann Global 1 16 6

WM AM Wealth Management – Holistic Solutions Combining the services of a family office with the depth of a world-class, global institution Investment Advisory & Impact Estate & Wealth Planning Customized risk-adjusted portfolios Implementation and management Bespoke AlTi Team Expertise curated from Trust & Fiduciary across the firm Wealth protection & Philanthropy tax optimization Strategic giving Access to Co-investments CLIENT & Strategic Advisory An ecosystem of services to suit clients’ needs and goals Family Governance & Education Family Office Services Family structure and Administration of a family’s wealth next-generation engagement AlTi Tiedemann Global 17

WM AM AlTi Asset Management – Highlights Differentiated provider of public and private market solutions serving growing alternatives market AUM/AUA, $ Billions $22 $22B $20 Scale AUM/AUA $17 $15 $1.2B Alignment with clients Invested alongside clients 40+ Experienced team years of operating history across market cycles 2019 2020 2021 2022 4 Global presence International locations (Hong Kong, London, NY and Asset Composition by Platform Toronto) Public and Private Comprehensive solutions Real Estate market opportunities and advisory services $14B Alternatives Platform $8B Information at year end 2022, unless otherwise noted. AlTi Tiedemann Global 18

WM AM Asset Management – Platform Breakdown Global network of capabilities built on an end-to-end support platform 1980 2009 2011 2017 Alternatives Platform Real Estate – Private Markets Merchant Banking Real Estate – Public Markets (1) Four fund strategies Direct investments – 27 equity and 21 debt 220+ transactions UK REIT transactions realized since inception Strategies Select Clients Strategy Strategies • Event-Driven Merger Arbitrage • Forward funding • Value-add • Real Estate Bridge Lending • Development• Planning • Asian Credit Opportunities • Income • European Long Short Equity Focus Focus Focus Focus Inflation-protected income and capital Media, consumer, technology and growth Uncorrelated investment opportunities in Geography and sub-sector selection based on innovation sectors across both private specialist strategies themes and teams and public markets Products Products Products Strategies and Services Funds Funds, SPVs Funds, SMAs, SPVs, UCITs, AIF’s Strategic Advisory, Private Placements, M&A, Co-investments Investors – Institutional Investors, Multi-family Offices, Single-family Offices, Ultra-High-Net-Worth, Consultants, Sovereign Wealth Funds Information as of December 31, 2022 AlTi Tiedemann Global (1) Completed by co-heads of Merchant Banking in their careers 1 19 9

WM AM Asset Management: Alternatives Platform Stable returns against volatile market backdrops o UK main market listed REIT th o 6 largest REIT in UK o Market Cap: £1.9B/U.S.$2.3B o Total Return Since IPO (2/27/17): +48% Performance of LXi REIT LXI +48% FTSE 250 +17% 6/30/17 12/31/17 6/30/18 12/31/18 6/30/19 12/31/19 6/30/20 12/31/20 6/30/21 12/31/21 6/30/22 12/31/22 All information as of December 31, 2022 AlTi Tiedemann Global 20 Benchmark : FTSE 250 Index

WM AM Asset Management 1 Best-in-class performance and uncorrelated returns TIG Arbitrage European Equities TIG Euro MSCI HFRI MSCI HFRI Arbitrage AlTi AM Equities European Purchase Date Equities +97% Annualized Annualized TIG Arbitrage 6.7% 6.6% 4.0% 12.4% 4.7% 4.3% Performance Performance +103% MSCI +100% Volatility 5.9% 14.4% 4.8% Volatility 10.8% 16.6% 5.7% MSCI +42% HFRI +53% HFRI +24% 12/31/22 3/31/12 6/30/13 9/30/14 12/31/15 3/31/17 6/30/18 9/30/19 12/31/20 3/31/22 3/31/17 12/31/17 9/30/18 6/30/19 3/31/20 12/31/20 9/30/21 6/30/22 12/31/22 Bridge Lending Real Estate Asia Credit and Special Situations Asia Bridge MSCI HFRI MSCI HFRI Credit Lending AlTi AM Bridge AlTi AM Annualized Purchase Date Annualized Lending Real Purchase Date 7.4% 5.1% 3.3% 8.7% 4.5% 3.4% Asia Credit Estate +778% Performance Performance +83% Volatility 5.4% 15.3% 5.1% Volatility 0.7% 15.7% 5.5% MSCI +52% MSCI +217% HFRI +32% HFRI +64% 12/31/22 8/30/14 11/30/15 2/28/17 5/31/18 8/31/19 11/30/20 2/21 82 /2 /3 21/22 1/31/97 1/31/01 1/31/05 1/31/09 1/31/13 1/31/17 11 /3 21 /3 /2 11 /22 All information as of December 31, 2022 AlTi Tiedemann Global 21 (1) Past performance does not guarantee or indicate future results. The historical net performance presented above are unaudited. Please see reference page 41 of the appendix for additional information.

WM AM Clear Value Creation Roadmap AlTi ecosystem presents significant growth opportunities • Expand into complementary domestic and international markets • Provide clients in four continents with a localized offering while addressing their New investment strategies & global presence multi-jurisdictional needs • Expand geographic focus and product offering in asset management • Capture opportunity with identified pipeline of strategic acquisitions and partnerships with strategic managers Select acquisitions & stakes in strategic managers • Increase ownership stakes in best-in-class managers • Expand Impact strategies across businesses and geographies Growth through Impact offering • Increase total assets committed to Impact strategies • Fortify client base through exceptional service and innovative solutions • Grow client base enhanced by scale, skills and experience gained in combination Expanded client base & deepened existing relationships • Increase existing relationships through new investment solutions and complementary services A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 2 22 2

WM AM Demonstrated Track Record Strategic acquisition and integration of asset managers & wealth managers Select AlTi M&A Examples Wealth Management Asset Management Illustrative Acquisition Criteria Illustrative Acquisition Criteria • Expand global footprint• Diversify management fee • Uncorrelated to equity markets • Proven and repeatable revenue base earnings streams • Increase scale & talent• Leverage support platform • AUM/AUA at acquisition (distribution, operations)• AUM/AUA at acquisition • Leverage services (i.e., Trust) $2 to $10B+ $500M to $5B+ • Expand management fee • Expand Impact strategy revenue base Integrated Participations in Acquisitions Specialist Managers AlTi Tiedemann Global 23

WM AM M&A Will Continue to be a Key Driver of Growth Compelling universe of opportunities Transacted AUM/AUA by Asset Class and Share Alternative Asset Management Industry $ Billions Traditional Alternative Wealth management Combined alternative and wealth management share of total transactions $4,000 82% 80% $3,354 OPPORTUNITY SET $2,952 $3,000 2,000+ funds have AUM/AUA of $500M to $5B Seeding & Larger Funds Incubation Selling Stakes 91% $2,000 79% Mid-Market Growth $1,620 $500M $5B Opportunity $1,262 $1,000 • By focusing on mid-sized specialist firms in our target AUM/AUA range, we seek to capitalize on businesses that have reached a growth inflection point. • We look to accelerate growth by providing efficient, low-touch operational support, $- strategic guidance and distribution. 2019 2020 2021 2022 AlTi Tiedemann Global Source: Piper Sandler 24

WM AM Our Impact Committed to serving our clients in an objective and transparent way We succeed together by managing our collective impact on the world. Responsible Investing • Multi-asset class portfolios generating quantifiable social & environmental outcomes • Embedded ESG evaluation throughout the investment process • Proprietary values-based survey to tailor portfolios to client’s Impact & values objective • ESG and Impact reporting fully integrated into client portfolio reporting $3.8B $25B Invested in expect to commit to Impact Impact strategies through 2022 strategies by 2030 AlTi Tiedemann Global 25

04. Financial Highlights AlTi Tiedemann Global 26

Historical performance (1) (1) Year-End AUM/AUA Total Revenue Mgmt./Advisory fees $Billions $212 $202 $265 $65 $61 $240 $158 $53 $149 $199 $47 $173 Strong historical growth 2022 exhibited resilient topline 2019 2020 2021 2022 2019 2020 2021 2022 2019 2020 2021 2022 performance amid a challenging (1)(2) (1) (1)(2) Economic EBITDA Net Income Combined Adj. Net Income market backdrop Margin while margin was Margin impacted by 30% 29% investments in $79 public market 24% $76 $84 readiness 23% 22% $57 $46 $43 $50 $48 4% $10 2020 2021 2022 2020 2021 2022 2020 2021 2022 AlTi Tiedemann Global 27 (1) Reflects combined financial results for TWMH, TIG and Alvarium. In $ millions unless otherwise stated (2) For information on and reconciliation of the Company's non-GAAP measures, please refer to page 42

Our Long-Range Goals Reflect continued execution of proven business model • Annual AUM/AUA growth rate High single-digit percentage • Annual Revenue growth rate Low-teens percentage (2) • Adjusted EBITDA margin Expansion to mid 30s (1) Growth rate represents long-term annual growth, on average and over time. A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 2 28 8 (2) Expect 2023 margins will be negatively impacted by investments in public market readiness.

Liquidity Metrics Existing Capital Structure (1) (1) Pro-forma Capitalization – Pro-forma leverage of 2.3x based on 2022 Combined Economic EBITDA $Millions, unless otherwise stated 2022 x EBITDA New Credit Facility – Closed January 3, 2022, in conjunction with business combination (2) Cash and Cash Equivalents $50 (3) – $250 million five-year credit facility to pay down subsidiary debt and Revolving Credit Facility 32 fund growth initiatives (3) Term loan 98 Total Debt $130 o $100 million dollar term loan o $150 million revolving credit facility (4) 2022 Combined Economic EBITDA $57 2.3x – Interest rate based on pricing grid based on total leverage ratio – Amounts drawn at close used to refinance subsidiary debt – BMO, Fifth Third Bank, PNC Bank, and Texas Capital Bank are Joint Lead Arrangers and Bookrunners. BMO Harris Bank N.A. is the Administrative Agent. Bank of America and CrossFirst Bank are members of the syndicate. (1) Pro forma for the Senior Credit Facility closed in conjunction with business combination (2) Includes restricted cash and cash equivalents A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 2 29 9 (3) Net of issuance costs (4) For information on and reconciliation of the Company's non-GAAP measures, please refer to page 42

05. Governance AlTi Tiedemann Global 30

Board of Directors Strong governance is at the foundation of our organization Governance Summary Board Independence and Diversity - Diversity of experience across financial services industry § Board comprised of representatives of independent directors (6), including Chairman of Cartesian Growth Corporation; and representatives of - Diversity of international experience Alvarium (2) and Tiedemann Advisors and TIG (3) - Diversity of gender § Independent directors include former CEOs of major financial institutions, - Majority independent directors including Citi Private Bank (North America) and Fifth Third Bancorp § Committees comprised of independent directors in accordance with Nasdaq listing standards Strong Corporate Governance Practices 55% 55% - Separation of Chairman and CEO roles of Directors are of Directors are (1) - Shareholder-friendly Corporate Governance Principles diverse Independent - Audit, Finance & Risk Committee - Strong Code of Ethics reflects culture of compliance - Insider Trading Policy creating limited trading windows and pre-clearance policy - Focus on cyber-security risk management (1) As defined by Nasdaq’s diversity rules. A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 3 31 1

Board of Directors Independent Board Directors Board Committees AlTi Board Representatives Committee Chair Audit, Finance & Risk Timothy Keaney Environmental, Social, Tracey Warson Kevin T. Kabat Timothy Keaney Judy Lee Governance & Nominating Michael Tiedemann Nancy Curtin Spiros Maliagros Former Vice-Chairman, CEO Bank of New York MD of Dragonfly LLC Human Capital & Fifth Third Bank Hazel McNeilage Chair Compensation Hazel McNeilage Tracey B. Warson Peter Yu Craig Smith Ali Bouzarif Queensland Investment Citi Private Bank Cartesian Capital A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 3 32 2

Experienced Leadership Bringing a breadth of global industry experience Executive Team Michael Tiedemann Christine Zhao Kevin Moran Alison Trauttmansdorff Claire Verdirame Laurie Jelenek Colleen Graham CEO Chief Financial Officer Chief Operations Officer Chief HR Officer Chief Marketing Officer Chief People Officer General Counsel Board Member New York New York London London New York New York New York Wealth Management Asset Management Nancy Curtin Craig Smith Spiros Maliagros Jonathan Goodwin Robert Weeber CIO – Global WM Chair - Global WM Alternatives Platform Merchant Banking International WM Board Member Board Member Board Member London Zurich London New York New York AlTi Tiedemann Global 33

Our Commitment to Impact Sustainable practices across corporate activities Our goal is generating sustainable financial returns with net positive impact. Our strategy and efforts are led by Chief Impact Officer, Jed Emerson. Culture at Core – Diversity, Equity & Inclusion is a matter of principle for us and fundamental to how we operate – Commitment to inclusive culture, hiring practices, educational programs, community involvement and environmental programs – Value diversity of thought, ideas and perspectives needed to provide best-in-class services UN PRI DEI Corp Net Zero B UN Principles for Diversity, Equity & Targeting Net Zero Targeting a Benefit Responsible Investment Inclusion Belonging carbon emissions Corporation Signatory since 2018 Pledge by 2030 by 2025 A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 3 34 4

06. Transaction Overview AlTi Tiedemann Global 36

Transaction Overview (1) Shareholder structure Transaction Structure § On January 3, 2023, TWMH, TIG Entities, Alvarium and Cartesian combined to become a publicly listed company. 6% 0.2% Legacy shareholders § The company is listed on Nasdaq under the ticker ALTI § The transaction, inclusive of the $165M PIPE investment, and the $250M SPAC Shareholders Senior Credit Facility, provide capital to support the company’s continued 17% growth and future acquisitions PIPE Investors Sponsor 0.5% Permanence, Commitment & Alignment Other § 96%+ of equity held by legacy operating partners was rolled into the post-closing company § Multi-year lock-up for active legacy partners and sponsor: 77% – 40%, 30%, 30% released after year one, two and three, respectively AlTi Tiedemann Global 37 (1) Based on 112.5 M shares outstanding. There are 8.9M private warrants and 11.5M public warrants outstanding. Source: Company filings

Appendix A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 3 38 8

Wealth Management Collaborating with clients to create value as they define it Investment Advisory Family Office Trust, Fiduciary & Administration Maximize wealth over the long term by Offer tailored outsourced family office Ensure clients’ wealth is preserved, balancing risk and reward through solutions and administrative services protected and distributed as intended. adhering to disciplined risk covering: Provide full corporate trustee and management and diversification. executor services with a highly § Family governance and transition advantageous benefit of Delaware, Isle Build sophisticated investment services (wealth, estate and of Man and Switzerland situs. portfolios tailored to clients’ specific multigenerational planning) Establish and manage pooled objectives, return expectations, liquidity § Philanthropy services investment structures. parameters, tax constraints and risk § CFO and outsourced family office tolerances. services § Lifestyle and special projects Provide expanded toolkit of socially responsible, sustainable and Impact investments, customized investment solutions, thematic expertise and proprietary total portfolio Impact reporting. A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 3 3 39 9 9

Asset Management Differentiated solutions across alternative strategies Alternatives Platform Real Estate – Public & Private Merchant Banking Align with the needs of institutional Select sub-sectors based on in-house Provide strategic advice, M&A investors by acquiring growth industry knowledge and long-term advisory services and capital equity positions in established analysis of cyclical and geographic solutions primarily for family- global specialists with proven and trends. controlled entities and entrepreneur- recurring earnings streams. led businesses. Focus on UK, European and U.S. Focus on identifying uncorrelated residential, long-income commercial, Offer co-investment opportunities in investment opportunities in both student housing, hospitality, added-value growth companies across innovation public and private markets. development and asset-rich operational and Impact through relationships companies across the capital stack. with leading investors. Provide opportunity to execute on a portfolio of identified strategic Focus on the media, consumer, acquisitions and investments in the technology and innovation sectors near term. with a global remit. A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 4 4 40 0 0

Footnotes Slide 21 A description of the strategies is provided below: Past performance does not guarantee or indicate future results. The historical net performance presented above are provided from inception of each fund through December 2022 and are unaudited. TIG Arbitrage: The TIG Arbitrage strategy is TIG’s event-driven strategy based in New York. This strategy, which has approximately $3.0 billion of AUM as of December 31, 2022, focuses on 0-to-30-day events within the The TIG Arbitrage Strategy returns reflect the deduction of the actual management fees (represents the actual merger process. The investment team employs deep research on each situation in the portfolio with a focus on management fees paid by investors for such month which may be lower than the stated management fee) and complex, hostile, up-for-sale situations where our primary research work can drive uncorrelated alpha. The stated performance fees and expenses at the specified times but do not include the deduction of any applicable research and investment process is focused on hard catalyst events and is not dependent on deal flow. taxes, and include the reinvestment of all dividends and other earnings with respect to the fund’s assets. Bridge Lending Real Estate: The Bridge Lending Real Estate strategy is managed by an external manager based The returns for Real Estate Bridge Lending strategy are based on returns for the flagship Real Estate Bridge in Toronto and focuses on complex construction, term, and pre-development bridge loans throughout North Lending Strategy fund provided to TIG by an external strategic manager. Returns were provided net of all fees America. The strategy has approximately $2.2 billion AUM as of December 31, 2022. The strategy’s diversified charged to the flagship fund in this strategy, but did not take into account taxes, change in unit values, third-party portfolio primarily consists of first lien mortgages with little to no structural leverage. The team places an expenses, or redemption charges. emphasis on risk management via rigorous underwriting consisting of borrower analysis, vetting, and extensive monitoring across all major real estate asset classes. The returns for European Equities are based on returns for European Equities’ benchmark portfolio. Returns for European Equities provided were net of management and incentive fees, expenses, and applicable taxes. European Equities: The European Equities strategy is managed by an external manager based in London. The strategy has approximately $1.6 billion AUM as of December 31, 2022 and trades the portfolio actively and The returns for Asia Credit and Special Situations are based on returns for the flagship Asia Credit and Special absolute return-oriented with a focus on financials, cyclicals, and mining and minerals. The strategy is market Situations fund provided to the TIG Entities by our External Strategic Manager. Returns for Asia Credit provided agnostic and runs with a variable net exposure, equally comfortable net long or net short. were net of management and incentive fees, expenses, and applicable taxes. Asia Credit: The Asia Credit strategy is managed by an external manager based in Hong Kong. The strategy has Each of the managers managed strategies and/or funds over the relevant periods that are not included in the approximately $1.5 billion AUM as of December 31, 2022, and includes performing, stressed, and distressed investment performance information above because they are not the primary strategy and/or fund of the bonds and loans throughout the Asia Pacific region. The manager strives to capitalize on what It believes is an manager. If the performance of the omitted strategies and funds were included, the investment performance under-researched and inefficient market with limited competition and attractive levels of stressed and distressed shown may be lower. An investor may be subject to different taxation depending on the jurisdiction of the activity. investor or relevant manager. The MSCI and HFRI performance information is included to show relative market performance for the periods indicated and not as a standard of comparison. Each of HFRI and MSCI differs in numerous respects from the portfolio composition of any fund comprising the investment returns presented. The indices are not included to imply that any fund is comparable to an index in composition or element of risk. Returns for the MSCI are gross of dividend reinvestment. No representation is made hereby with respect to the accuracy or completeness of the index data. A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 4 41 1

Non-GAAP reconciliation Combined Economic EBITDA Year ended Amounts in $ millions December 31, 2020 2021 2022 Combined Adjusted Net Income, Combined Adjusted EBITDA and Combined Economic EBITDA Net income before taxes 46.4 82.3 5.0 Equity settled share-based payments P&L 1.2 5.5 4.2 Covid subsidies -1.0 0 0 Transaction expenses 0 15.6 28.6 One-time bonuses 2.2 0 1.0 TWMH Partner's payout right 0 0 3.7 Other one-time deal costs 0 0 0.6 Holbein compensatory earn-in 0 0 1.9 Long term incentive plan expenses 0 0 13.2 Legal settlement 6.3 0.6 7.1 Impairment of equity method investment 0 2.4 0 Change in fair value of (gains) / losses on investments 0.3 0 -0.2 Fair value adjustments to strategic investments -7.7 -15.4 -19.5 One-time fees and charges/Other one-time deal costs 0.2 0 0 Change in fair value of warrant liability 0 0 0 Combined adjusted income before taxes 47.9 91.0 45.6 Adjusted income tax expense -0.1 -6.6 4.0 Combined Adjusted Net Income 47.8 84.4 49.6 Adjustments related to joint ventures and associates 7.6 3.3 2.0 Interest expense, net 3.4 4.8 10.0 Income tax expense 0.2 6.6 -4.6 Adjusted income tax expense less income tax expense -0.1 0 0.6 Depreciation and amortization 4.2 4.5 9.6 Combined Adjusted EBITDA 63.1 103.6 67.2 Affiliate profit-share in TIG Arbitrage -20.0 -25.1 -10.7 Combined Economic EBITDA $43.1 $78.5 $56.5 Net income margin 23.1% 28.7% 4.2% Combined Economic EBITDA margin 21.7% 29.6% 23.5% A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 4 4 42 2 2 Source: Historical and Combined Non-GAAP measures of TWMH, the TIG Entities and Alvarium in Form 8-K/A filed with SEC April 17, 2023

Glossary Assets Under Management and Assets Under Advisement. For financial presentation purposes, total assets under management and assets under advisement (“AUM / AUA”) of AlTi Global consists of: (i) assets under advisement (“AUA”) and assets under management (“AUM”) of TWMH; (ii) AUM of TIG Entities; and (iii) AUA and AUM of Alvarium. AUM / AUA of TWMH includes billable and non-billable assets. Billable assets represent the portion of assets on which TWMH charges fees. Non-billable assets are exempt of fees. They consist of assets such as cash and cash equivalents, real estate, investment consulting assets and other designated assets. As of December 31, 2022, TWMH’s AUM / AUA is $29.9 billion; AUM accounts for $19.3 billion and AUA accounts for $10.6 billion. AUM / AUA of Alvarium includes billable and non-billable assets. Billable assets represent the portion of assets on which Alvarium charges fees; these are assets in which Alvarium is acting in a fiduciary capacity as well as co- investment assets. For the purpose of calculating co-investment assets, Alvarium includes the gross asset value of all assets managed or supervised by operating partner subsidiaries, affiliates and joint ventures in which Alvarium holds either a majority or minority stake. Non-billable assets are exempt of fees. As of December 31, 2022, Alvarium’s AUM / AUA was $26.8 billion. AUM of the TIG Entities includes the assets under management of each of the TIG Entities’ external strategic managers. External strategic managers are those managers in which the TIG Entities have made an external investment, and the strategies of these managers include Real Estate Bridge Lending, European Long/Short Equity and Asian Credit. As of December 31, 2022 the TIG Entities’ AUM was $8.3 billion; internal strategies account for $3.0 billion and external strategic managers account for a combined $5.3 billion. Unless otherwise defined, AUM refers to assets on which a business provides continuous and regular billable supervisory or management services. As noted, the AUM of each of the TIG Entities and AlTi Global includes the AUM of the TIG Entities’ external strategic managers as we believe including such AUM presents a more accurate depiction of the respective businesses. However, the AUM of the external strategic managers should not be viewed as part of the AUM of the TIG Entities or AlTi Global for regulatory and/or statutory purposes under the U.S. Investment Advisers Act of 1940, as amended. Economic EBITDA. For financial presentation purposes, Economic EBITDA represents management’s view of the underlying economic earnings generated by the Company after the recognition of a profit by the Company after the recognition of a profit-share participation in one of the affiliates of the AlTi Global. Mgmt./Advisory Fees. Mgmt/Advisory fees represent fees recurring in nature, primarily management fees. AlTi Tiedemann Global 43

Thank You A Al lT Ti i T Tiie ed de em ma an nn n G Gllo ob ba all 4 44 4