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RIA Edge Podcast: One-on-One With AlTi CEO Michael TiedemannRIA Edge Podcast: One-on-One With AlTi CEO Michael Tiedemann

Alvarium Tiedemann's Michael Tiedemann discusses the strategy and vision behind his SPAC deal.

Mark Bruno, Managing Director, Wealth Management

March 7, 2023

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At the start of 2023, Michael Tiedemann and his namesake wealth and asset management firm—Tiedemann Advisors—completed one of the largest and most unique mergers to date in the wealth management industry. Tiedemann combined his firm with Alvarium Investments and the Cartesian Growth Corp., a special purpose acquisition company, to form Alvarium Tiedemann, or AlTi, a publicly traded firm with more than $60 billion in AUM and one of the largest publicly traded wealth managers on the globe. 

In this episode of the RIA Edge podcast, Tiedemann goes behind the deal with Mark Bruno, managing director of the Informa Wealth Management Group, to discuss his strategy and vision. Specifically, Mark and Mike discuss:

  • The growth opportunities public markets present to AlTi, given its position as both a wealth and asset management company;

  • How AlTi is evaluating growth opportunities moving forward, both through M&A and organic growth strategies;

  • How AlTi defines “quality growth” and assigns value across the wealth management market; and

  • The role technology can play in creating scale and unlocking new growth opportunities.

 Resources:

 RIA Edge Podcast

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Related:Alvarium Tiedemann SPAC Lists on Nasdaq

Connect With Michael Tiedemann and Alvarium Tiedemann:

Listen to the RIA Edge Podcast

 

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About the Author

Mark Bruno

Managing Director, Wealth Management, Informa Connect

Mark Bruno is Managing Director, Wealth Management at Informa Connect. In his role, Mr. Bruno leads the company’s Wealth Management media and event properties, which currently consists of WealthManagement.com, Inside ETFs and Inside WealthStack. He is also charged with driving several innovative new community and advisor-based initiatives, including the launch of the new RIA Edge podcast, event and webcast series.

In addition, Mr. Bruno is overseeing strategic partnerships and acquisitions to accelerate Informa’s growth within the financial advisor and wealth management communities. Mr. Bruno brings over 20 years of experience in the wealth management and asset management industries to Informa, including prominent leadership roles in industry media, research, and consulting organizations.

Before joining Informa Connect, Mr. Bruno was a Managing Director at ECHELON Partners, where he provided investment banking, consulting and valuation services to wealth managers. Mr. Bruno specialized in helping RIAs with a range of strategic initiatives, and his areas of expertise include organizational design and assessments, compensation consulting and succession and continuity solutions.

Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018.

Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal Award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.