AlTi appoints Cesar Pachon to lead its Miami office, as part of its strategy to deepen capabilities in key US growth markets

AlTi Global, Inc. ("AlTi" or "AlTi Tiedemann Global") (NASDAQ:ALTI), a leading independent global wealth manager with approximately $90 billion in combined assets, today announced that Cesar Pachon has joined the firm to lead its Miami office.

The appointment deepens AlTi’s expertise and presence in one of the fastest growing wealth hubs in the US. Miami has emerged as a leading destination for ultra-high-net-worth ("UHNW") individuals, entrepreneurs and family offices, driven by its favorable tax environment, thriving financial services ecosystem, and continued migration from New York, California and Latin America.

Cesar is a senior wealth advisor with more than two decades of experience serving UHNW individuals, families and entrepreneurs. Deeply rooted in South Florida, he was a founding partner of a multi-family office and has extensive experience helping internationally connected families navigate the complexities of wealth. He began his career in investment banking before transitioning to wealth management.

In his new role, Cesar will work closely with Jim Bertles, AlTi’s Co-Head of US Wealth Planning, based in Palm Beach, to support AlTi’s continued growth in South Florida. Bringing particular expertise in advising international families with assets in the US, Cesar will also help drive AlTi’s broader growth ambitions in Miami, building on the firm’s longstanding offshore expertise led by Ricardo de la Serna and Jose Remy, in a market where domestic and international wealth increasingly converge.

Brooke Connell, President, US Wealth Management, AlTi Tiedemann Global said: "From our first conversations, it was clear that Cesar’s approach to advising clients is closely aligned with our own. He shares our conviction that exceptional wealth management extends well beyond investment management and understands the importance of helping families through holistic, integrated support. We're thrilled to welcome someone who shares the collaborative approach that defines our firm and is excited about the breadth of capabilities we can offer our clients."

Andrew Douglass, Head of Growth, AlTi Tiedemann Global said: "Miami continues to be one of the most dynamic and strategically important wealth markets in the US, and Cesar’s appointment reflects both the strength of the opportunity in the region and our commitment to investing in exceptional talent to support clients’ evolving needs."

Cesar Pachon, Managing Director, AlTi Tiedemann Global said: "I am delighted to join AlTi Tiedemann Global and look forward to working closely with colleagues in Miami and across the firm. Miami’s evolution into a global center for entrepreneurship, investment and innovation continues to create exciting opportunities for families and advisors alike. I believe AlTi is uniquely positioned to meet the evolving needs of sophisticated families by combining trusted relationships, global capabilities and a truly holistic approach to wealth."

About AlTi Global, Inc.

AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity, bring structure to complexity, and plan with purpose across borders and generations. AlTi combines the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital. We currently manage or advise on approximately $90 billion in combined assets and have an expansive network of approximately 490 professionals globally. For more information, please visit AlTi Global.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260720120810/en/

Media

Emily Roy, Prosek Partners

pro-alti@prosek.com