Navigating Wealth with Purpose - With Mike Tiedemann, CEO of AlTi Tiedemann Global

The business of wealth management remains both compelling and competitive, with multiple players jostling for a slice of this vast and growing ocean of assets.

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The business of wealth management remains both compelling and competitive, with multiple players jostling for a slice of this vast and growing ocean of assets.

In this conversation, AlTi Tiedemann’s CEO & Co-Founder Mike Tiedemann discusses “what significant wealth wants”, and how they aim to differentiate in an often-monochrome wealth management universe.

Mike discusses their investment strategy, fiduciary architecture and the vital importance of planning around intergenerational wealth transfers.

He then covers what might constitute a “moat” in this business, their geographic footprint, long term ambition and overall approach.

Finally, he discusses the priorities of the next generation and the “purpose of capital” along with the need for resilience, patience and humility!

‍This is for informational purposes only and does not constitute investment advice, an offer to buy or sell any financial product, a solicitation to become an advisory client of AlTi or an investor in any AlTi-advised fund, or an endorsement of AlTi, its advisory services, or investment strategies, including AlTi-advised funds.

While the information and views presented are believed to be accurate and expressed in good faith, there is no assurance that they are correct, complete, or will not change over time.

All investments carry risk, including loss of principal. Past performance is not indicative of future results.

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