Results of Operations and Financial Condition AlTi Global, Inc. (the “Company”) is furnishing an updated form of investor presentation that is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. A copy of the investor presentation is also available on the Company’s investor relations website at ir.alti-global.com. Exhibit 99.1 and the information set forth therein shall not be deemed to be filed for purposes of Section 18 of the Securities Exchang…

President and Chief Operating Officer — Kevin Moran: Mr. Moran's role was expanded with an increase in salary and target bonus.

Chief Financial Officer — Michael Harrington: Michael Harrington is retiring as Chief Financial Officer, and Patrick Keenan has been appointed to succeed him.

Results of Operations and Financial Condition AlTi Global, Inc. (the “Company”) is furnishing an updated form of investor presentation that is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. A copy of the investor presentation is also available on the Company’s investor relations website at ir.alti-global.com. Exhibit 99.1 and the information set forth therein shall not be deemed to be filed for purposes of Section 18 of the Securities Exchang…

Results of Operations and Financial Condition AlTi Global, Inc. (the “Company”) is furnishing an updated form of investor presentation that is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. A copy of the investor presentation is also available on the Company’s investor relations website at ir.alti-global.com. Exhibit 99.1 and the information set forth therein shall not be deemed to be filed for purposes of Section 18 of the Securities Exchang…

Chief Executive Officer — Michael Tiedemann: Mr. Tiedemann's departure as CEO is a significant change in leadership.

Results of Operations and Financial Condition AlTi Global, Inc. (the “Company”) is furnishing an updated form of investor presentation that is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. A copy of the investor presentation is also available on the Company’s investor relations website at ir.alti-global.com. Exhibit 99.1 and the information set forth therein shall not be deemed to be filed for purposes of Section 18 of the Securities Exchang…

Material Impairment. The information set forth in

is incorporated by reference herein. Forward‑Looking Statements This Current Report on Form 8-K includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, statements regarding the Company’s plans to wind down the IRE business, the expected impacts and timing of such actions. These forward-looking statements are not guarantees of…

Other Events. As previously announced, AlTi Global, Inc. (the “Company”) has been conducting a strategic review of its International Real Estate (“IRE”) business, which was created prior to the formation of AlTi Global, Inc. The board of directors (the “Board”) and management of the Company have endeavored to fulfill their responsibilities to stockholders, clients and investors by considering all options to secure the most equitable route forward. On July 11, 2025, the Company announced the f…

The filing describes an amendment to the stock incentive plan, not a management change.

Chief Legal, Compliance and Risk Officer — Colleen Graham: Ms. Graham's existing role and responsibilities were formalized with a new Employment Agreement.

Other Events. On April 30, 2025, AlTi Global, Inc. (the “Company”), completed its previously announced acquisition of Kontora Family Office GmbH (“Kontora”). On May 2, 2025, the Company issued a press release announcing the acquisition of Kontora. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated by reference herein.

Chief Financial Officer — Michael W. Harrington: The appointment of a new CFO with significant industry experience and substantial compensation.

Entry into a Material Definitive Agreement Allianz Closing On July 31, 2024, AlTi Global, Inc., a Delaware corporation (the “ Company ”), completed the sale to Allianz Strategic Investments S.à.r.l., a Luxembourg private limited liability company (“ Allianz ”) of (i) 140,000 shares of a newly created class of preferred stock designated Series A Cumulative Convertible Preferred Stock (the “ Series A Preferred Stock ”) and (ii) 19,318,580.96 shares of the Company’s Class A common stock, par val…

Material Modification of Rights of Security Holders. The information disclosed in

Director — Nazim Cetin, Andreas Wimmer: Nazim Cetin and Andreas Wimmer were appointed as directors on the Board following the Allianz Closing.

The securities sold in the Allianz Closing were issued without registration under the Securities Act in reliance upon the exemption provided under Section 4(a)(2) of the Securities Act in a transaction not involving any public offering.

Other Events. On July 1, 2024, Tiedemann Advisors, LLC, a subsidiary of AlTi Global, Inc. (the “Company”), completed its previously announced purchase of substantially all of the assets of Envoi, LLC (“Envoi”). On July 1, 2024, the Company issued a press release announcing the acquisition of Envoi’s assets. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated by reference herein.

The securities sold in the Constellation Additional Closing were issued without registration under the Securities Act of 1933, as amended (the “ Securities Act ”), in reliance upon the exemption provided under Section 4(a)(2) of the Securities Act in a transaction not involving any public offering.

Entry into a Material Definitive Agreement. Constellation Additional Closing As previously reported on a Current Report on Form 8-K filed by AlTi Global, Inc., a Delaware corporation (the “ Company ”) with the Securities and Exchange Commission on March 27, 2024 (the “ Initial Closing 8-K ”), on March 27, 2024 the Company sold to CWC AlTi Investor LLC, an affiliate of Constellation Wealth Capital, LLC (“ Constellation ”), 115,000 shares of a newly created class of preferred stock designated S…

Other Events. On May 8, 2024, Tiedemann Advisors, LLC, a subsidiary of AlTi Global, Inc. (the “Company”), entered into an Asset Purchase Agreement (the “Purchase Agreement”) to acquire the business of Envoi, LLC (“Envoi”) by purchasing substantially all of the assets of Envoi for an initial purchase price of approximately $25.2 million and contingent post-closing payments payable over a four-year period, calculated in accordance with revenue-based formulas. A certain portion of the contingent…

Other Events. On April 1, 2024, the Company issued a press release announcing the acquisition of EEA. A copy of the press release is attached hereto as Exhibit 99.1 and, with the exception of the commentary of Mr. Michael Tiedemann, Mr. David Salomon and Mr. Andrew Douglass, is incorporated by reference herein. No Offer or Solicitation This Current Report on Form 8-K and the Exhibits hereto are for informational purposes only and are not intended to and shall not constitute a proxy statement…

Entry into a Material Definitive Agreement. Purchase Agreement On April 1, 2024, AlTi Global, Inc., a Delaware corporation (the “ Company ”), entered into a Membership Interest Purchase Agreement (the “ Purchase Agreement ”) by and among the Company, AlTi Global Wealth Management Holdings Limited, a UK private limited company (“ Purchaser ”), East End Advisors, LLC, a New York limited liability company (“ EEA ”), EEA Holding Company, LLC, a Delaware limited liability company (“ Seller ”), and…

Material Modification of Rights of Security Holders. The information disclosed in