PRESS RELEASE

ALTI Financial Appoints T. Michael Murphy as Head of Distribution

ALTI Financial (“ALTI”), a leading provider of innovative private markets solutions for individual investors, is pleased to announce the appointment of T. Michael Murphy as its new Head of Distribution. In his new role, Murphy will oversee all distribution and sales activities for the organization, with a focus on expanding ALTI's partnerships in the private wealth channel.

ALTI Team

16 April 2024

With over 20 years of experience in the financial services industry, Murphy brings a wealth of knowledge and expertise to ALTI. He most recently served as Vice President of Key Accounts at Manning & Napier, where he was responsible for the distribution of investment portfolios across various financial intermediaries, including wire-houses, independent broker dealers, and clearing firms. Michael was also the former Head of 3rd Party Wholesaling for Registered Investment Products at UBS, responsible for overseeing all distribution of registered investment funds to non-UBS intermediaries.

Murphy's previous experience also includes serving as a Business Development Consultant at Convergency Partners, where he worked alongside industry professionals to connect game-changing solutions with leading enterprises in the financial services sector. He played a key role in assisting with the relaunch of a portfolio and client management tool for one of the largest US broker-dealer field forces.

Murphy's extensive career also includes a tenure as Vice President at T. Rowe Price, where he focused on accelerating asset growth and retention in partnership with high-quality financial advisors and select intermediaries.

"Michael's diverse experience across different distribution channels that serve individual investors, and their intermediaries make him an invaluable addition to our team," said Joseph Bonvouloir, CEO of ALTI Financial. "His leadership and strategic insights will play a critical role in advancing our distribution efforts and expanding our reach in key markets."

In his new role, Murphy will spearhead the distribution efforts for ALTI’s first investment fund. ALTI creates investment solutions for the wealth management channel to provide accredited investors with access to private equity co-investments.

"I am excited to join the ALTI Financial team and contribute to the success of the organization," said Murphy. "I look forward to leveraging my experience and insights to drive strategic initiatives and deliver exceptional value to our clients and partners."

Financial professionals who would like to learn more about ALTI’s investment solutions may contact ALTI at michael@altifinancial.com. You may also learn more about ALTI at www.altifinancial.com. About ALTI Financial: ALTI Financial (‘ALTI’) is an asset manager broadening access to institutional private equity for individual investors. ALTI’s mission is to create a more inclusive and equitable financial system, committed to breaking down the barriers that have traditionally prevented individuals from accessing high-quality private equity investments. Led by professionals with decades of experience from PE’s largest institutions, ALTI is primarily backed by Pacific Current Group, a publicly traded, multi-boutique asset management investor. Further information can be found at www.altifinancial.com.

Important Information 1. The Fund must raise sufficient capital (approximately $30,000,000, subject to Board approval) within one year of the date of this prospectus before the Adviser will be permitted to begin purchasing and/or making capital commitments to Private Equity Investments on behalf of the Fund. If the Fund does not raise such sufficient capital within such time period, the Fund will liquidate its holdings and return capital to shareholders. 2. Past success of Firm affiliates is not an endorsement or guarantee of the Fund’s future success. 3. All 1940 Act Investment Funds must elect a board of trustees prior to effectiveness that is comprised of a majority of independent directors who represent fund shareholder interests. 4. The Fund will invest in private equity co-investments which are direct investments into companies alongside private equity firms. An investor should consider the Fund’s investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information can be found in the Fund’s prospectus. To obtain a prospectus, please call (347) 644-2066. Please read the prospectus carefully before investing. Investment in the Fund is speculative and involves substantial risks, including the risk of loss of a Shareholder’s entire investment. You should consider the shares to be an illiquid investment. An investor’s participation in the Fund is a long-term commitment, with no certainty of return. No Shareholder or other person holding Shares acquired from a Shareholder has the right to require a Fund to repurchase any Shares. No public market for Shares exists, and none is expected to develop in the future. The Fund is a newly formed investment company with no operating or performance history that Shareholders can use to evaluate the Fund. The Adviser is newly formed and, as a result, has not previously served as investment adviser to a registered investment company. As a start-up company, the Adviser has no operating history and has limited liquidity. In pursuing its investment objective, during an initial launch and ramp-up period, the Fund expects to allocate significant assets to the Sub-Adviser (Man Numeric). The Sub-Adviser will manage such allocation in a manner which seeks to build a portfolio of cash, cash equivalents, and a public equity strategy that seeks to generate a return profile that is similar to the U.S. buyout segment of the private equity market. The percentage of the Fund’s assets allocated to the Sub-Adviser is expected to decrease as the Fund consummates Private Equity Investments. There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including the potential loss of principal. The ability of the Fund to achieve its investment objective depends, in part, on the ability of the Private Equity Investors to source and diligence appropriate Private Equity Investments for the Fund, and for the Adviser to choose and effectively allocate the Fund’s assets among such Private Equity Investments. There can be no assurance that the actual allocations will be effective in achieving the Fund’s investment objective or delivering positive returns. The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund and may be subject to greater risks and fluctuations than a portfolio representing a larger number of holdings. Shareholders will pay a pro rata share of asset-based and carried interest fees associated with the Fund’s underlying investments and may be subject to a higher level of expenses than other types of investment entities as a result. All or a portion of a distribution may consist solely of a return of capital (i.e., from your original investment) and not a return of net profit. Shareholders should not assume that the source of a distribution from the Fund is net profit. Shareholders should note that return of capital will reduce the tax basis of their Shares and potentially increase the taxable gain, if any, upon disposition of their Shares. Please see the prospectus for details of these and other important risk considerations. The ALTI Private Equity Access and Commitments Fund is distributed by UMB Distribution Services, LLC, which is not affiliated with ALTI Financial.

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