Summer Wealth Management Internship

Position: Summer 2026 Wealth Management Internship
AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth and investment advisory firm partnering with the world's most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn't just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It's the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you're committed to making wealth worth more through enduring partnership, we want you to join us.

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About the Program

We are looking to hire two rising seniors to join our Wealth Management Internship, this is designed to provide a comprehensive, hands-on introduction to the private client advisory business. Over the course of eight weeks, interns will rotate through key areas of our firm-including Investment Management, Trust & Estate Planning, Family Office Services, Marketing & Business Development, and Family Governance & Philanthropy-while working closely with our Client Advisory Team.

The program emphasizes professional development, client-focused learning, Interns will gain exposure to the tools, processes, and strategies used by our advisors while contributing to meaningful projects. The internship culminates with a capstone presentation to firm leadership, integrating knowledge from all rotations into a prospecting pitch for a hypothetical client.

Key Responsibilities

* Participate in structured training and shadowing within the Client Advisory Team.

* Learn to use core wealth management tools and platforms (Addepar, Salesforce, Portfolio Rebalancing, Monte Carlo modeling, etc.).

* Support advisors in preparing client reports, proposals, and investment policy statements.

* Contribute to projects across firm teams, including:

* Learning the firm's investment research philosophy and due diligence process

* Gaining exposure to Trust & Estate planning which includes understanding trust structures and their role in wealth transfer planning.

* Observing how the firm supports clients and Foundations with grantmaking, financial tracking, cash flow management, bookkeeping, and bill pay.

* Assisting in reviewing and updating RFPs, marketing decks, and other business development materials.

* Learning how governance frameworks are applied to families and enterprises due diligence reviews, family office service exercises, marketing content, and engaging in discussions around family values, legacy, financial education, and philanthropy.

Learning Outcomes & Deliverables

* Working knowledge of wealth management platforms and reporting tools.

* A practical understanding of investment research, trust structures, financial tracking, and client communication.

* A written portfolio of completed assignments (e.g., Addepar reports, investment proposals, governance frameworks, marketing materials).

* A final presentation showcasing advisory skills and integrated firm knowledge.

* Professional mentorship, feedback, and career development discussions.

Qualifications

* Rising seniors pursuing a degree in Finance, Economics, Business, Accounting, or related…