ALTI WEALTH MANAGEMENT (UK) LIMITED

• ◆

  1 PSC ceased in last 24 months

  Significant control changed hands — see the Ownership section.

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

• Turnover

  +64.8%

  £6,349,491 → £10,461,559

• Cash

  +85.5%

  £616,839 → £1,143,991

• Net assets

  -19.4%

  £8,274,862 → £6,670,327

• Employees

  +75%

  12 → 21

• Operating profit

  -91.1%

  £1,366,071 → £121,428

• Profit before tax

  -225.3%

  £1,451,178 → -£1,818,939

• Wages

  +70.6%

  £2,056,992 → £3,510,161

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers

Margins divide P&L lines by turnover. 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. Sector-distribution context coming next.

1. ALTI WEALTH MANAGEMENT (UK) LIMITED 2023-04-19 → present
2. ALVARIUM INVESTMENT ADVISORS (UK) LIMITED 2019-03-11 → 2023-04-19
3. LJ ATHENE INVESTMENT ADVISORS LIMITED 2010-12-10 → 2019-03-11

Accounting basis

FRS 102

Reporting scope

Standalone (parent only)

Auditor

Coveney Nicholls Partnership LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The directors have prepared cash flow forecasts and performed a going concern assessment considering a base case and reasonable possible downsides, including but not limited to the amounts detailed in note 18 becoming due within twelve months of the date of approval of these financial statements. Based on this assessment the directors are confident that the company has adequate funds available to meet its liabilities as they fall due for a period of at least twelve months from the date of signing these financial statements. Consequently, the directors are confident that the company will have sufficient funds to continue to meet its liabilities as they fall due for at least 12 months from the date of approval of the financial statements and therefore have prepared the financial statements on a going concern basis.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

11

last 12 months

Capital events

1

last 24 months

Officers appointed

2

last 12 months

Officers resigned

2

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.