AlTi Global Secures Strategic Capital Injection with Constellation Wealth Capital's $115 Million Investment

AlTi Global, Inc. (NASDAQ: ALTI), a major independent global wealth and alternatives manager overseeing more than $70 billion in combined assets, has successfully completed the initial funding tranche from Constellation Wealth Capital (CWC), marking a significant milestone in its capital expansion strategy. The investment vehicle delivered $115 million in fresh capital as the opening phase of a broader strategic partnership framework that could reach $450 million when combined with commitments from Allianz X.

Investment Structure and Equity Details

Under the finalized agreement, AlTi Global transferred 115,000 newly-issued shares of Series C Convertible Preferred Stock in exchange for the $115 million capital injection. Beyond the equity stake, Constellation Wealth Capital received warrants enabling the purchase of 1,533,333 shares of AlTi’s Class A common stock, providing the investment partner with meaningful upside participation in the firm’s future performance.

The deal framework includes a performance-based expansion window. Between May 1, 2024 and September 30, 2024, AlTi Global retains the option to issue an additional capital call requiring CWC to invest $35 million for 35,000 additional Series C shares, contingent upon regulatory clearance and standard closing procedures. Should AlTi exercise this secondary tranche, CWC would receive supplementary warrants for 466,667 Class A shares, further deepening its ownership position.

Capital Deployment and Strategic Priorities

The newly secured capital will primarily fuel two growth vectors for AlTi Global. First, the company intends to accelerate its mergers and acquisitions activity, targeting strategic combinations that expand its service offerings and client base. Second, the funds will support organic expansion initiatives, enabling the firm to strengthen its existing operations and enhance its competitive positioning within the global wealth management sector.

Corporate Positioning and Market Presence

AlTi Global has established itself as an independent powerhouse in the international wealth and alternatives management space. The organization serves a diversified clientele spanning high-net-worth entrepreneurs, multi-generational families, institutional investors, and rising wealth leaders. The firm operates through a network of approximately 480 professionals distributed across three continents, delivering fiduciary wealth management services alongside sophisticated alternative investment strategies.

A defining characteristic of AlTi’s approach is its commitment to impact-driven and values-aligned investing, ensuring that capital deployment generates measurable positive externalities alongside financial returns. This values-based framework has become increasingly attractive to sophisticated wealth holders seeking purposeful investment vehicles.

About the Investment Partners

Constellation Wealth Capital functions as a specialized investment platform focused exclusively on the wealth management ecosystem. CWC distinguishes itself through its provision of patient, long-duration capital and strategic advisory services to established wealth management enterprises. The firm leverages its accumulated sector expertise and extensive relationship network to create value for its partner organizations.

Allianz X, serving as the complementary investment partner alongside CWC, brings its substantial resources and strategic perspective to the broader capitalization framework supporting AlTi Global’s expansion ambitions.