ALTI WEALTH MANAGEMENT HOLDINGS (UK) 2 LIMITED
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Cash
£3.8K
-99.1% lowest in 4 filed years
Net assets
-£21M
-33.1% lowest in 4 filed years
Employees
29
+52.6% highest in 4 filed years
Profit before tax
-£13M
+24.8% vs 2024
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
Negative shareholders' funds
Net assets
4-year trend · vs Financials median
Accounts
4-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|---|---|
| Turnover | £11,118 | £17,723 | £106,201 | — | — | |
| Operating profit | -£4,148,636 | -£3,208,425 | -£6,798,579 | -£7,784,457 | -14.5% | |
| Profit before tax | -£3,795,037 | £1,495,419 | -£17,108,541 | -£12,863,484 | +24.8% | |
| Net profit | -£3,794,258 | £1,742,261 | -£17,145,477 | -£12,863,484 | +25% | |
| Cash | £410,668 | £17,657 | £443,522 | £3,799 | -99.1% | |
| Total assets less current liabilities | -£5,772,405 | -£1,534,621 | -£15,568,540 | -£20,722,227 | -33.1% | |
| Net assets | -£5,772,415 | -£1,534,621 | -£15,568,540 | -£20,722,227 | -33.1% | |
| Equity | -£5,772,415 | -£1,534,621 | -£15,568,540 | -£20,722,227 | -33.1% | |
| Average employees | 7 | 6 | 19 | 29 | +52.6% | |
| Wages | £1,954,169 | £1,667,740 | £3,703,837 | £4,519,671 | +22% | |
| Directors' remuneration | — | — | £271,335 | £739,154 | +172.4% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|---|
| Gearing (liabilities / total assets) | 138.6% | 119.4% | — | — | |
| Current ratio | 0.17x | 0.33x | 0.05x | 0.00x | |
| Interest cover | — | -30.93x | -5.90x | -6.14x |
Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Margin ratios are hidden where reported turnover is too small relative to profit to yield a meaningful figure — typical of holding companies whose income is mostly subsidiary dividends rather than trading revenue. Sector-distribution context coming next.
Name history
Renamed 2 times since incorporation
- ALTI WEALTH MANAGEMENT HOLDINGS (UK) 2 LIMITED 2023-04-19 → present
- ALVARIUM INVESTMENT MANAGEMENT LIMITED 2019-03-11 → 2023-04-19
- LJ INVESTMENT MANAGEMENT LIMITED 2010-12-08 → 2019-03-11
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Coveney Nicholls Partnership LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“Therefore, the directors consider that the preparation of the financial statements on the going concern basis is still appropriate.”
Group structure
- ALTI WEALTH MANAGEMENT HOLDINGS (UK) 2 LIMITED · parent
- AlTi Wealth Management (UK) Limited 100%
- Pointwise Partners Limited 100%
- Tiedemann International Holdings (UK) 1 Limited 100%
- Tiedemann International Holdings (UK) 2 Limited 100%
- Holbein Partners LLP 100%
Significant events
- “Subsequent to the year end, on 11 March 2026, the Company sold its 100% investment in AlTi Wealth Management (UK) Limited to its immediate parent company for a total consideration of £30,792,100. Following this, the Company has no remaining trading subsidiaries.”
- “In July 2025, certain other group companies wholly owned by the utlimate parent company entered administration. At this point the Company had certain receivables due from the entities in administration. As a result an impairment review was undertaken and a provision of £330,307 was recorded against these receivables in the previous years financial statements.”
- “In March 2026, a settlement agreement was entered into with the administrators formally waiving the above amount.”
- “In January 2026 the Company made a further investment in AlTi Wealth Management (UK) Limited amounting to £1,100,000.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
4 active · 12 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BAGRATEE, Neven Beepran | Director | 2026-05-19 | Oct 1981 | British |
| GORGULHO, Tomas Silveira Botelho De Sousa | Director | 2024-10-30 | Sep 1989 | Portuguese |
| GREEN, Alexandra Sarah | Director | 2024-10-30 | May 1992 | British |
| TARRANA DE SOUSA, Nuno Filipe | Director | 2024-10-30 | Apr 1979 | British,Portuguese |
Show 12 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BAGRATEE, Neven Beepran | Director | 2023-06-02 | 2024-10-30 |
| BALL, Juan | Director | 2010-12-20 | 2014-12-31 |
| DE MEYER, Alexander Charles Benedict | Director | 2014-12-31 | 2023-01-05 |
| DOWELL, David Robert Nicholas Bellamy | Director | 2023-01-06 | 2024-10-30 |
| POITEVIN, Federico Hermida | Director | 2010-12-15 | 2014-12-31 |
| ROWNEY, Sophie Alice | Director | 2014-12-31 | 2022-09-16 |
| SHAMBAYATI, Soroosh | Director | 2014-12-31 | 2018-09-01 |
| SHAVE, Elliot Paul | Director | 2014-12-31 | 2023-05-01 |
| SHAVE, Elliot Paul | Director | 2010-12-08 | 2010-12-15 |
| STALMAN, Pablo Gabriel | Director | 2010-12-20 | 2014-12-31 |
| WEEBER, Robert Andrew Carl | Director | 2024-10-30 | 2026-04-09 |
| WILLIAMS, Andrew Charles | Director | 2010-12-15 | 2022-12-21 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Alti Wealth Management Holdings (Uk) Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2023-01-03 | Active |
| Alvarium Investments Limited | Corporate entity | Shares 75–100%, Voting 75–100% | 2016-04-06 | Ceased 2023-01-03 |
Filing timeline
Last 20 of 102 total filings
Material constitutional events — rename, articles re-file, resolution
- 2024-11-09 MA Memorandum articles
- 2024-11-09 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-06-24 | AA | accounts | Accounts with accounts type full | |
| 2026-06-24 | AA | accounts | Accounts with accounts type full | |
| 2026-05-19 | AP01 | officers | Appoint person director company with name date | |
| 2026-04-25 | DISS40 | gazette | Gazette filings brought up to date | |
| 2026-04-13 | TM01 | officers | Termination director company with name termination date | |
| 2026-03-03 | GAZ1 | gazette | Gazette notice compulsory | |
| 2026-01-08 | CH01 | officers | Change person director company with change date | |
| 2025-09-24 | CH01 | officers | Change person director company with change date | |
| 2025-09-18 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-09-18 | CH01 | officers | Change person director company with change date | |
| 2025-06-27 | CH01 | officers | Change person director company with change date | |
| 2025-02-17 | CH01 | officers | Change person director company with change date | |
| 2025-01-23 | MR04 | mortgage | Mortgage satisfy charge full | |
| 2025-01-20 | MR04 | mortgage | Mortgage satisfy charge full | |
| 2025-01-04 | AA | accounts | Accounts with accounts type full | |
| 2024-11-09 | MA | incorporation | Memorandum articles | |
| 2024-11-09 | RESOLUTIONS | resolution | Resolution | |
| 2024-10-31 | AP01 | officers | Appoint person director company with name date | |
| 2024-10-31 | AP01 | officers | Appoint person director company with name date | |
| 2024-10-31 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 10
- Capital events
- 0
- Officers appointed
- 1
- Officers resigned
- 1
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.