ALTI Global, Inc. Ownership Filing

Allianz SE, a German-based holding company, has increased its ownership in AlTi Global, Inc. to 26.06% as of March 20, 2026. This filing is an amendment to a previous Schedule 13D. Allianz SE, through its subsidiary Allianz Strategic Investments S.a.r.l. (ASI), initially invested $250 million in AlTi Global, Inc. in February 2024, acquiring Series A preferred stock and Class A common stock, along with warrants. The investment was funded by Allianz SE's personal funds. The ownership increase is a result of subsequent acquisitions and payment-in-kind dividends. Allianz SE continuously reviews its investment and may engage in discussions regarding strategic alternatives for AlTi Global, Inc. The filing details the terms of the Series A preferred stock, including dividend rates and conversion rights, as well as the Allianz Warrant Agreement and an Investor Rights Agreement which grants ASI certain governance and information rights, and imposes transfer restrictions and a standstill provision on Allianz SE.