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EUTM file information

018863886

AlTi TIEDEMANN GLOBAL

April 17, 2023

Trademark Summary

The trademark application AlTi TIEDEMANN GLOBAL was filed by Alti Asset Management Holdings 2 Limited, a corporation established under the laws of the United Kingdom of Great Britain and Northern Ireland (the "Applicant"). The application was published for oppositions on August 9, 2023, and it was registered by office on November 16, 2023 without any oppositions.

The application was filed in English (German was selected as the second language).

Change of name and address of the trademark registration was recorded on January 22, 2024.

Goods And Services

  • The mark was filed in class 9 with following description of goods:
    1. Computer software for the provision of banking services, wealth management services, investment services, accountancy services, financial services, financial analysis, financial planning, real estate affairs and financial reports and financial management services
    2. Mobile application software for the provision of banking services, wealth management services, investment services, accountancy services, financial services, financial analysis, financial planning, real estate affairs and financial reports and financial management services
    3. Computer software for producing financial models
    4. Publications, newsletters, magazines, periodicals, pamphlets and leaflets, all in digital or electronic form.
  • The mark was filed in class 35 with following description of goods:
    1. Accountancy services
    2. Book-keeping services
    3. Coordination of tax and accounting advice for individuals, families, foundations and charities
    4. Tax planning services
    5. Business appraisals, enquiries, investigations, research and management services
    6. Business management consultancy
    7. Business and commercial information services
    8. Business advisory services
    9. Business planning services
    10. Business governance services
    11. Business administration services
    12. Market analysis and research services
    13. Advice, consultancy and information services relating to all of the aforesaid services.
  • The mark was filed in class 36 with following description of goods:
    1. Financial services
    2. Financial services, namely wealth management services
    3. Independent financial advisory services
    4. Financial portfolio services
    5. Financial affairs
    6. Monetary affairs
    7. Monetary and financial affairs, namely, banking, merchant banking and investment banking services, investment advice to individuals, families, foundations and charities
    8. Investment services in the field of real estate
    9. Real estate affairs
    10. Real estate affairs, namely, real estate agency and brokerage services, real estate consulting and advisory services, real estate portfolio management services, real estate conveyancing services in the nature of mortgage brokerage, real estate capital development services, real estate appraisal and real estate valuation services
    11. Family office services, namely trust and fiduciary services
    12. Property management
    13. Property investors services
    14. Land securities
    15. Funding and investment advisor services relating to public/private partnerships
    16. Estate management
    17. Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes
    18. Preparation of financial reports and analysis
    19. Investment planning, investment dealing and management services
    20. Investment and unit trust services
    21. Impact and socially responsible investing in venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity
    22. Environmental, social and governance investing in venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity
    23. Trust advice
    24. Structuring of financial and real estate assets
    25. Risk management services
    26. Mergers and acquisition advisory services
    27. Merchant banking services
    28. Merchant banking services, namely advice on private placements, co-investments, initial public offerings and fund placement
    29. Trustee services
    30. Financial governance services
    31. Fiduciary services
    32. Asset management services
    33. Administration of funds
    34. Brokerage of stocks, bonds, futures and other financial instruments
    35. Provision of and dissemination of financial information and indices
    36. Financial management services, financial analysis services, financial information services
    37. Stock Exchange quotation services
    38. Preparation and quotation of Stock Exchange prices and indices
    39. Valuation services
    40. Valuation services, namely, valuing financial and real estate instruments
    41. Unit trust management services
    42. Fund management services
    43. Hedge fund management services
    44. Pension fund management services
    45. Off-shore fund management services
    46. Private client fund management
    47. Investment trust management
    48. Corporate finance services
    49. Share dealing services
    50. Arranging and provision of credit, loans and insurance
    51. Currency exchange services
    52. Information relating to financial, banking, insurance, economic and investment services provided on-line (not downloadable)
    53. Providing an online website for the provision of financial, investment, portfolio management, banking and payment services
    54. Advice, consultancy and information services relating to all of the aforesaid services.
  • The mark was filed in class 42 with following description of goods:
    1. Software as a service (SAAS) services and providing online, non-downloadable computer software for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management, estate planning
    2. Software as a service (SAAS) services and providing online, non-downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions
    3. Hosting of websites for the provision of financial, investment, portfolio management, banking and payment services
    4. Advice, consultancy and information services relating to all of the aforesaid services.
  • The mark was filed in class 45 with following description of goods:
    1. Company registration services
    2. Company registration services, namely, company administrative services relating to company formation and registration
    3. Advice, consultancy and information services relating to all of the aforesaid services.