Alvarium Tiedemann (NASDAQ: ALTI) — Perfil da empresa, notícias e dados financeiros
Alvarium Tiedemann provides comprehensive wealth and asset management services to individuals and institutions.
Alvarium Tiedemann
Alvarium Tiedemann (NASDAQ:ALTI) operates in the wealth and asset management sector, focusing on delivering comprehensive financial advisory, portfolio management, and related services to a diverse client base that includes individuals, families, and institutions. The company's projects and objectives are aimed at achieving sustainable growth for their clients' investments by leveraging their deep market insights, innovative financial strategies, and a personalized approach to wealth management. Alvarium Tiedemann employs a global network of professionals who are dedicated to maintaining the highest standards of integrity and professionalism in creating solutions that meet the unique needs of each client. The firm is committed to staying ahead of market trends and investing in technology to enhance the client experience and operational efficiency.
Resumo
Operações
Produtos e/ou serviços de Alvarium Tiedemann
- Wealth Management Solutions, offering personalized investment and financial planning services.
- Family Office Services, providing comprehensive wealth management and advisory for high-net-worth families.
- Investment Management, specializing in bespoke portfolio construction and asset allocation strategies.
- Impact Investing Programs, dedicated to generating social and environmental impact alongside financial returns.
- Estate and Tax Planning, delivering strategic advice to optimize financial legacies.
- Philanthropy Advisory, guiding individuals and families in achieving their charitable giving objectives.
equipe executiva do Alvarium Tiedemann
- Kevin Patirck MoranPresident & COO
- Colleen Ann GrahamChief Legal, Compliance & Risk Officer
- Nancy Ann CurtinGlobal Chief Investment Officer, Interim CEO & Director
- Patrick KeenanCFO & Chief Accounting Officer
- Phillip DundasChief Technology Officer
- Claire VerdirameChief Marketing Officer
- Craig Lindsay SmithChair of Global Wealth Management
- Brooke Bayard ConnellPresident of US Wealth Management
- Colin PetersChief Human Resources Officer
- James B. BertlesCo-Head of US Wealth Planning
Principais indicadores financeiros
Resultados divulgados pela Alvarium Tiedemann, em USD.
- Cap. de mercado
- 394,5 mi
- Receita (TTM)
- 276,6 mi
- P/L
- —
- LPA (diluído, TTM)
- -1.3
- Dividend yield
- —
- Margem de lucro
- -40.9%
| Fim do ano fiscal | Receita | Resultado operacional | Lucro líquido |
|---|---|---|---|
| 255 mi | -73,9 mi | -119,7 mi | |
| 206,9 mi | -86,8 mi | -103 mi | |
| 246,9 mi | -99,2 mi | -165,6 mi | |
| 76,9 mi | -1,3 mi | -5,9 mi |