ALTI vs NCV Comparison

AlTi Global Inc is a wealth and investment partner to families, foundations, and institutions, helping clients activate capital, bring structure to complexity, and plan across borders and generations. The company combines the breadth of an international firm with the service offering of a family office to deliver solutions for wealth and capital. It provides services including discretionary and non-discretionary investment advisory, estate and wealth planning, trust and fiduciary, governance, philanthropy, and family office services, along with access to alternative investment opportunities. The company generates revenue from management, advisory, trustee, or administration fees, performance or incentive fees, distributions from investments, and other income or fees.

Virtus Convertible & Income Fund is a diversified, closed-end management investment company. Its investment objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. It intends to achieve the objective by investing in a portfolio of domestic convertible securities and non-convertible income-producing securities. Its portfolio of investments includes Software, the Internet, the Commercial Services sector in the form of Convertible Bonds and Notes, and Media, Oil, Gas & Consumable Fuels, and Entertainment sector in the form of Corporate Bonds and Notes.