Investment Management Operations Kevin Moran, COO – AlTi Tiedemann Global (EP.39)
Oct 8, 2024
Kevin Moran, COO of AlTi Tiedemann Global, discusses the evolution of his firm into a leading multi-family office with over $72B in assets. He shares insights on serving ultra-high-net-worth clients, emphasizing personalized client service with a local touch across global operations. The conversation dives into the dynamics of M&A for sustainable growth, the importance of financial education for wealth transfer, and innovative investment strategies in an evolving landscape, including the rise of alternative investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Evolution of Alti Tiedemann Global
02:19 • 9min
Navigating the Sales Cycle for Ultra High Net Worth Families
11:43 • 2min
Navigating Wealth Transfer: The Importance of Financial Education
13:36 • 2min
Simplifying Family Financial Management Through General Contracting Services
15:31 • 2min
Collaborative Culture in Client Services
17:19 • 2min
Navigating the Evolving Investment Landscape
19:03 • 20min