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北京时间·🕒 发布 20:30:00时区推断·⟳ 抓取 20:31:34回填·⚡ 决策 07-20 20:32:48·99.5 天前
AlTi任命高级顾问负责迈阿密办公室，扩大当地财富管理业务布局
这是公司常规人事任命与区域办公室扩张宣传，未披露新增客户、AUM流入、收入贡献或利润增量。
📄 原文ALTI↗ 原文
AlTi Tiedemann Global Expands Presence in Key Growth Hub Miami with Senior Advisor Appointment
Skip to main navigation Back to all Press Releases AlTi Tiedemann Global Expands Presence in Key Growth Hub Miami with…
不做 AlTi Global（ALTI.US）
常规高级顾问任命和区域办公室扩张宣传，未披露新增AUM、客户资产迁移、收入或利润增量，事件对标的短线影响显然太小，不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-20 · 扩散 low · price-in 风险 low ↗
关键理由
- 这是公司常规人事任命与区域办公室扩张宣传，未披露新增客户、AUM流入、收入贡献或利润增量。
- 事件虽来自公司一手IR，但对AlTi Global（ALTI.US）短线基本面传导过小，无法形成可回测的正期望交易。
主要风险
- 若后续披露该顾问带来重大客户资产迁移或收购整合金额，需要按新事件重新评估。
原文全文
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AlTi Tiedemann Global Expands Presence in Key Growth Hub Miami with Senior Advisor Appointment
July 20, 2026
PDF Version
AlTi appoints Cesar Pachon to lead its Miami office, as part of its strategy to deepen capabilities in key US growth markets
NEW YORK --(BUSINESS WIRE)--Jul. 20, 2026--
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
Source: AlTi Global, Inc.
Investor Relations
investor@alti-global.com
+1 305-349-4100
Email Alerts
Join our mailing list and get the latest investor email alerts
Back to all Press Releases
AlTi Tiedemann Global Expands Presence in Key Growth Hub Miami with Senior Advisor Appointment
July 20, 2026
PDF Version
AlTi appoints Cesar Pachon to lead its Miami office, as part of its strategy to deepen capabilities in key US growth markets
NEW YORK --(BUSINESS WIRE)--Jul. 20, 2026--
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
Source: AlTi Global, Inc.
Investor Relations
investor@alti-global.com
+1 305-349-4100
Email Alerts
Join our mailing list and get the latest investor email alerts
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