AlTi Global Deploys AI to Supercharge Its Global UHNW Advisor Network

NEW YORK, NY – May 14, 2026 – AlTi Global, a leading wealth manager overseeing $90 billion in assets, is making a significant technological leap by partnering with the artificial intelligence platform Nevis. The move will deploy Nevis's AI-driven system across AlTi's global network of advisors, aiming to automate complex administrative tasks and fundamentally reshape how its teams serve ultra-high-net-worth (UHNW) clients.

The partnership represents a major strategic bet on the future of wealth management, where human expertise is augmented, not replaced, by intelligent technology. By freeing advisors from the operational burdens that can consume a significant portion of their time, AlTi intends to empower them to focus on what matters most: delivering sophisticated, high-touch service and navigating the intricate financial lives of their clients.

The AI-Powered Advisor: A New Strategic Imperative

AlTi’s decision to integrate Nevis is rooted in a clear vision for the future of financial advisory. The firm believes that the next generation of successful wealth managers will be those who can seamlessly blend emotional intelligence with the operational speed and efficiency that AI delivers.

“The wealth manager of the future will be able to pair emotional intelligence and investment expertise with the operational agility that AI provides,” said Nancy Curtin, Chief Executive Officer of AlTi, in the announcement. This sentiment reflects a growing industry consensus that AI's primary role is to enhance, rather than replace, the trusted advisor-client relationship.

Industry studies have shown that financial advisors can spend a large fraction of their workday, sometimes estimated as high as 80%, on administrative and operational duties. These tasks, while necessary, detract from time that could be spent on strategic financial planning, client communication, and business development. AlTi’s partnership with Nevis is designed to directly address this inefficiency.

"AI is a strategic priority for AlTi, and we have invested considerable energy and resources into establishing our strategic data platform and leveraging innovative AI solutions," stated Phillip Dundas, the firm's Chief Technology Officer. He emphasized that the goal is not to sideline human advisors but to equip them with superior tools. "AI is not about replacing advisors, but empowering them to focus more time on delivering bespoke solutions tailored to the specific needs of individuals, families and institutions."

This strategic push comes after an extensive evaluation of the market, signaling a deliberate choice to adopt a platform sophisticated enough to handle the complexities inherent in the UHNW space.

A Purpose-Built Engine for Wealth Management

AlTi's chosen partner, Nevis, is not a generic AI tool retrofitted for finance. It is an all-in-one platform purpose-built from the ground up to address the specific pain points of wealth management. Founded by fintech veterans with experience at the digital banking giant Revolut, Nevis has quickly garnered attention and significant financial backing.

The platform has raised $40 million from top-tier venture capital firms, including Sequoia Capital, ICONIQ, and Ribbit Capital, a testament to strong investor confidence in its vision. Nevis differentiates itself from competitors by offering a holistic solution that automates workflows end-to-end, rather than just providing point solutions for isolated tasks. Its capabilities include AI-powered meeting preparation and summaries, automated task generation, streamlined client follow-ups, and the automation of complex processes like opening custodian accounts.

A core strength of the platform is its ability to unify data from disparate sources—such as CRM, portfolio management, and custodial systems—into a single, intelligent layer. This integration is critical for breaking down data silos and providing advisors with a comprehensive, real-time view of their clients' financial worlds.

“Nevis was built to solve the real operational challenges wealth management teams face every day,” said Mark Swan, CEO and Co-Founder of Nevis. “We believe AI should enhance how advisors work by freeing them from manual processes so they can maximize their focus on relationships and growth. AlTi is exactly the kind of partner we designed Nevis for: global in scope, uncompromising in its standards, and committed to equipping its advisors with a modern, intelligent operating platform.”

Navigating the Frontier of High-Stakes AI

Deploying AI in the UHNW sector, where client data is exceptionally sensitive and the stakes are incredibly high, requires a rigorous focus on security, privacy, and ethics. AlTi’s leadership has stressed its commitment to the "responsible use of technology," a crucial element for maintaining the deep trust that underpins its client relationships.

While the wealth management industry has shown high adoption rates for generative AI, client trust remains a significant hurdle. Recent studies indicate that only a small fraction of clients—around 28%—currently trust AI as much as their human advisor. This underscores the need for firms like AlTi to implement AI in a way that is transparent, secure, and demonstrably beneficial to the client.

Nevis addresses these concerns by positioning itself as an enterprise-grade platform with institutional-level security controls. The company assures its partners that it never uses private client data to train or update its AI models, ensuring complete confidentiality. This "protected by design" approach, combined with agreements with leading AI providers for enhanced data privacy, was a key factor in AlTi's selection process. By automating workflows, the platform also aims to reduce the operational risk associated with inconsistent manual processes and human error.

The partnership reflects a calculated approach to innovation, where the power of AI is carefully harnessed within a framework of robust security and a commitment to preserving the human element of financial advice.

Reshaping the Competitive Landscape

AlTi's partnership with Nevis is more than just an internal technology upgrade; it's a strategic move that sends a clear signal to the broader wealth management industry. In a competitive landscape populated by established tech providers like Orion and Envestnet, AlTi is betting on a newer, more natively integrated AI platform to gain a competitive advantage.

This decision highlights a pivotal industry trend: the shift from simply adding AI features to legacy systems toward adopting comprehensive platforms that fundamentally re-imagine the advisor's operating model. By tackling the operational backbone of the advisory business, AlTi aims to achieve greater scalability and efficiency, allowing it to serve its sophisticated clientele more effectively and potentially attract top advisor talent seeking advanced technological support.

The collaboration serves as a powerful validation for Nevis, elevating its profile and demonstrating its platform's readiness for deployment at a global scale with one of the industry's most demanding wealth managers. As firms across the financial sector grapple with how to best leverage artificial intelligence, this partnership will be closely watched as a case study in how to pair advanced technology with the irreplaceable value of human expertise to define the future of wealth management.