AlTi Global, a global wealth manager overseeing $90 billion in assets, has announced plans to deploy Nevis, an AI-powered wealth management platform, across its global advisor network to streamline operations and improve client service delivery. The partnership reflects AlTi’s strategy to leverage advanced technology to reduce administrative workloads and enable advisors to focus more on high-value client relationships and personalized wealth solutions. “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, AlTi.
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After evaluating multiple providers, AlTi selected Nevis for its integrated platform capabilities, seamless workflow compatibility, and implementation support. The platform will provide advisors and support teams with tools for managing meetings, operational processes, and administrative tasks within a unified environment. “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,” said Phillip Dundas, Chief Technology Officer, AlTi. Nevis CEO Mark Swan added that the platform was designed to solve operational challenges while helping advisors prioritize relationships, growth, and client engagement.
