AlTi Tiedemann Global
With:
Kevin Moran
Episode: 39
October 8, 2024
Investment Management Operations
Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm.
Kevin Moran
-
AlTi Tiedemann Global
Episode: 39
October 8, 2024
Investment Management Operations
Loading Audio Player...
Episode Description:
Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm with over $72B in assets.
Kevin shares his insights on how AlTi has grown over time creating a UHNW service offering to meet the growing and evolving needs of its clients.
He shares his thoughts on M&A as a function of organic growth, unique investment strategies, and strategic succession planning.
We also cover the sales process for the UHNW space and how to apply client service on a global basis with a local touch.
Listen and Follow:
Most Recent Episodes:
The content and use of these transcripts is intended for the use of premium members only. Unless expressly granted permission by Ted, each corporate subscriber can share transcripts within their organization (if less < 50 employees) and both corporate and individuals subscribers can share two (2) transcripts with two (2) non-paying members, after which any non-paying members should consider a membership.
All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.