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Company · London

Alti Wealth Management (UK) Limited

Financial intermediation not elsewhere classified

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Official record Companies House · updated 27th September 2026 · Sources

Network

The large node is Alti Wealth Management (UK) Limited. Red nodes are organisations, white nodes are people. Sign in free to explore further.

Who leads it

Previous officers 16

  1. David John Cast 2025-2026 Director View profile
  2. Nancy Ann Curtin 2022-2025 Director View profile
  3. Andrew David Lancaster Nicolson 2017-2019 Director View profile
  4. Nicholas Barker 2017-2023 Director View profile
  5. Soroosh Shambayati 2014-2018 Director View profile
  6. Elliot Paul Shave 2014-2023 Director View profile
  7. Sophie Alice Rowney 2014-2017 Director View profile
  8. Alexander Charles Benedict De Meyer 2013-2017 Director View profile
  9. Pablo Gabriel Stalman 2012-2014 Director View profile
  10. Ricardo JoãO Calado Rodrigues 2012-2014 Director View profile
  11. Juan Ball 2010-2014 Director View profile
  12. Susan Jane Hillier 2010-2011 Director View profile
  13. Neil Macmillan Beaton 2010-2025 Director View profile
  14. Federico Hermida Poitevin 2010-2014 Director View profile
  15. Andrew Charles Williams 2010-2017 Director View profile
  16. Elliot Shave 2010-2012 Secretary View profile

Directors and secretaries as filed at Companies House.

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About

What it does
Financial intermediation not elsewhere classified
Incorporated
10/12/2010
Registered office
London
Previous names
Alvarium Investment Advisors (UK) Limited (until 19/04/2023)
LJ Athene Investment Advisors Limited (until 11/03/2019)

Ownership

Owned by (2) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.

Group

  1. Alti Wealth Management (UK) Limited is controlled by Alti Wealth Management Holdings (UK) Limited
    Evidence
    active 75-100% shares, 75-100% voting, appoints directors · notified 2026-03-11 · source: Companies House PSC register
  2. Alti Wealth Management Holdings (UK) Limited is controlled by Robert James Stanley Burton
    Evidence
    ceased 75-100% shares, 75-100% voting, appoints directors · notified 2021-09-10, ceased 2023-01-03 · source: Companies House PSC register

Ultimately controlled by Robert James Stanley Burton.

25 other companies in this group

Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.

Board analysis

Board DNA

How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.

3 directors on the board

9.7y median 12.7y
average tenure
15.6y
longest tenure

Directors past 6 years

First-time vs portfolio directors

First-time (1)

Portfolio (2)

0
also govern a charity

Left in the last 12 months

Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.

Finance 4Professional services 1

The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.

Gaps to watch

  • Several long-serving directors could step down together

Where to look Suggested search: succession planning for long-tenured seats.

Sources

Official record from Companies House. Governance Register calculates the connections.

Record details
Company number
07466401
Status
Active
Type
Private Limited Company
Accounts next due
30/09/2027
Edition
Register edition compiled 27th September 2026
Labels
Official record from Companies House · Calculated derived by Governance Register.

Contains public sector information licensed under the Open Government Licence v3.0. Report an issue · How we handle data