Player FM 앱으로 오프라인으로 전환하세요!
Kevin Moran, COO – AlTi Tiedemann Global (EP.39)
Manage episode 444141058 series 3492116
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.
Learn More
Follow Capital Allocators at @tseides or LinkedIn
Subscribe to the mailing list
Access transcript with Premium Membership
44 에피소드
Manage episode 444141058 series 3492116
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.
Learn More
Follow Capital Allocators at @tseides or LinkedIn
Subscribe to the mailing list
Access transcript with Premium Membership
44 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.