newsfilter
← Latest News
Business Wire·

AlTi Tiedemann Global Expands Presence in Key Growth Hub Miami with Senior Advisor Appointment

  • AlTi Global, Inc. appointed Cesar Pachon to lead its Miami office as part of its strategy to deepen capabilities in key US growth markets.
  • The appointment strengthens AlTi's presence in Miami, a hub for ultra-high-net-worth individuals, entrepreneurs, & family offices driven by favorable tax environments & migration from New York, California, & Latin America.
  • Pachon brings over two decades of experience serving UHNW clients, having previously served as a founding partner of a multi-family office & started his career in investment banking.
  • In his new role, Pachon will collaborate with Jim Bertles, AlTi's Co-Head of US Wealth Planning, to support growth in South Florida & leverage the firm's offshore expertise.
  • Brooke Connell, President of US Wealth Management, highlighted Pachon's alignment with AlTi's holistic approach to wealth management beyond investment advice.
  • Andrew Douglass, Head of Growth, noted that the appointment reflects the strategic importance of Miami & AlTi's commitment to investing in exceptional talent.
  • Pachon stated that Miami's evolution into a global center for entrepreneurship & investment creates opportunities for families & advisors, positioning AlTi to meet evolving needs.
  • AlTi Global currently manages approximately $90 billion in combined assets & employs an expansive network of around 490 professionals globally.