Episode Details

Welcome back to the Alt Goes Mainstream podcast.

Today’s guest is an industry leader in wealth management who has been very active in private markets.

Mike Tiedemann is a pioneer in the wealth management space in a number of ways.

He's at the helm of the first pure play publicly traded wealth management business, AlTi Global. AlTi, a $72B AUM platform, came out of a merger between Mike's successful and highly regarded wealth management and alternatives business, Tiedemann Advisors, which merged with Alvarium.

Founded in 1999, Tiedemann grew into a global company under Mike's leadership, expanding across geographies and building out a Trust Company and an alternatives manager on its way to overseeing $29B AUA.

Mike has since run the combined company of AlTi Global as CEO, where they've built a global wealth management and alternatives platform.

They are also backed by Allianz and Constellation Wealth Capital as they continue to serve many UHNW families worldwide.

Mike is very well-versed in private markets given his deep expertise in allocating to many of the industry's best leading managers so we had a fascinating conversation about the intersection of private markets and wealth management.

We discussed:

• The business of wealth management.
• The evolution of the wealth management industry.
• Why understanding private markets is so critical for wealth managers.
• The advantages of being a global wealth management business.
• The experience of being a publicly traded pure play wealth management firm.
• How to structure investments for global clients.
• The need to customize private markets portfolio construction as a way to differentiate versus other wealth management platforms.

Thanks Mike for coming on the show to share your views and wisdom on wealth management and private markets.

This conversation is for informational purposes only and should not be construed as investment advice. It does not endorse or recommend any specific investments, products, or strategies. The opinions shared regarding investment approaches, risk allocations, and portfolio decisions are purely for discussion and do not constitute formal recommendations.

Any statements, assertions, or views regarding past or future market events or investment approaches are based on the speaker’s beliefs and do not necessarily reflect those of the firm as a whole, unless explicitly stated with supporting sources. Additionally, some statements may be forward-looking in nature, and actual outcomes may differ materially from expectations.

A word from AGM podcast sponsor, Ultimus Fund Solutions

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