[ad_1]
Sponsored by
At the beginning of 2023, Michael Tiedemann and his namesake wealth and asset administration agency—Tiedemann Advisors—accomplished one of many largest and most unusual mergers to-date within the wealth administration business. Tiedemann mixed his agency with Alvarium Investments and the Cartesian Progress Corp., a particular function acquisition firm, to kind Alvarium Tiedemann, or AlTi, a publicly traded agency with greater than $60 billion in AUM and one of many largest publicly traded wealth managers on the globe.
On this episode of the RIA Edge podcast, Tiedemann goes behind the cope with Mark Bruno, managing director of the Informa Wealth Administration Group, to debate his technique and imaginative and prescient. Particularly, Mark and Mike talk about:
- The expansion alternatives public markets current to AlTi, given its place as each a wealth and asset administration firm
- How AlTi is evaluating progress alternatives shifting ahead, each by way of M&A and natural progress methods
- How AlTi defines “high quality progress” and assigns worth throughout the wealth administration market
- The position know-how can play in creating scale and unlocking new progress alternatives
Sources:
Join With Mark Bruno:
Join With Michael Tiedemann and Alavarium Tiedemann:
BUILD IN A BEAR MARKET. Acquire C-Suite methods to speed up your agency’s progress in a bull market at RIA Edge. #bullmarketforadvice
[ad_2]