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Financial Advisor to AlTi Global, Inc. on its acquisition of East End Advisors, LLC

  • Oppenheimer & Co. Inc.
  • April 2, 2024
Oppenheimer & Co. Inc. acted as Financial Advisor to AlTi Global, Inc. on its acquisition of East End Advisors, LLC

AlTi Global, Inc. (NASDAQ: ALTI), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, announces the acquisition of East End Advisors, an independent advisory firm with assets under management (AUM) of approximately $5.6 billion, offering customized portfolio management and investment services to a select group of UHNW families and foundations.

This acquisition follows the recent strategic investment in AlTi of up to $450 million from Allianz X, an investment arm of Allianz SE, and Constellation Wealth Capital, a specialized investment advisory firm. The infusion of capital will accelerate AlTi’s pursuit of becoming the foremost global independent wealth management platform for the UHNW segment, with a focus on alternative investments.

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all fig tombstones

Headquartered in New York, East End’s robust investment track record and seasoned team will expand AlTi Tiedemann Global’s presence in key US regions and bolster its offering in the burgeoning Outsourced Chief Investment Officer (OCIO) market.

East End’s clients will gain access to a wider array of investment strategies and AlTi’s global resources, while retaining the firm’s defining attributes as an independent investment advisor and premier OCIO, under the continued leadership of East End’s management team.

DISCLOSURES

This notice is provided for informational purposes only, and is not intended as a recommendation or an offer or solicitation for the purchase or sale of any security or financial instrument. Nothing contained herein shall constitute an offer or solicitation to buy or sell any securities discussed herein in any jurisdiction where such offer or solicitation would be prohibited.

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