Business Context and Reporting Period
This Form 8-K filing by AlTi Global, Inc. (ALTI) reports significant executive leadership changes effective March 30, 2026. The report details the departure of the Chief Executive Officer, the appointment of an Interim CEO, and compensation adjustments for other senior officers.
Key Financial Metrics
The filing does not provide standard financial performance metrics such as revenue, profit, cash flow, margins, debt, or liquidity. The financial data presented is limited to executive compensation terms and severance obligations.
Material Changes
- CEO Departure: Michael Tiedemann stepped down as CEO and resigned from the Board effective March 30, 2026. The departure was a termination without "Cause" and is not due to any disagreement with the Company. He is entitled to severance and equity acceleration per his 2023 employment agreement.
- Interim CEO Appointment: Nancy Curtin, previously Global Chief Investment Officer, was appointed Interim CEO and added to the Board effective March 30, 2026.
- COO Compensation Increase: Kevin Moran, Chief Operating Officer and President, received an immediate base salary increase to $600,000 and a target annual bonus increase to $1,600,000.
- Additional Departure: Robert Weeber ceased serving as President, International Wealth Management, effective March 31, 2026.
Guidance, Outlook, and Compensation Details
The filing outlines specific compensation terms for the new Interim CEO, Nancy Curtin, under a one-year employment agreement:
- Base Salary: Increased to $600,000 annually.
- Guaranteed Bonus: $740,000 for fiscal year 2026.
- Incremental Cash Compensation: Up to $1,300,000 total, including $700,000 paid immediately and up to $600,000 in monthly payments ($100,000/month) for the period after the first six months.
- Severance: Includes entitlement to delayed monthly payments if a successor is appointed within six months and she provides transitional services. Termination without cause or resignation for good reason triggers severance equal to one year of base salary and bonus, plus delayed payments if termination occurs after six months.
- Housing Allowance: Up to $12,000 per month.
The filing contains no forward-looking financial guidance or strategic outlook beyond the leadership transition.
Investor Verification Checklist
- Verify the specific terms of Michael Tiedemann's severance package and equity acceleration in the previously disclosed 2023 Employment Agreement.
- Confirm the timeline for the search for a permanent CEO to assess the duration of the interim arrangement.
- Review the impact of the leadership changes on the company's investment strategy and client retention.
- Check for any subsequent filings regarding the appointment of a permanent CEO or further executive departures.