AlTi: Scaling high-⁠touch UHNW service with an AI-⁠first tech stack

How one of the leading independent UHNW firms is giving its advisors back the time for the conversations only a human can have.

About AlTi Global

AlTi Global is a leading independent global wealth manager and a wealth and investment partner to families, foundations, and institutions. It advises over $90 billion in combined assets, with more than 450 professionals around the world. AlTi pairs the breadth of a global firm with the service of a family office, helping ultra-high-net-worth clients bring structure to complexity and plan across borders and generations.

Opportunity

AlTi offers comprehensive family office services to some of the most sophisticated clients in wealth management: families, foundations, and institutions whose wealth spans asset classes, jurisdictions, and generations. Investment management, planning, governance, and family advisory all sit under one roof, delivered with the personal attention of a family office and the reach of a global firm.

Growing that kind of high-touch service without diluting it takes the right technology. AlTi wanted AI that could extend each advisor's capacity while protecting the highest standards of security and privacy controls. That meant partnering with enterprise-grade AI platform like Nevis with clear guardrails, explainable outputs, and a full audit trail, embedded in AlTi's existing secure tech stack rather than bolted on beside it.

AlTi ran an extensive market evaluation. It wanted a platform that could integrate with its systems without disrupting the way its advisors already work, and a partner that would stay hands-on through implementation and beyond.

"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, CEO of AlTi. "Our partnership with Nevis reflects our conviction that responsible use of technology is critical to meeting the needs of our advisors and our UHNW client base as they navigate the growing complexities of wealth in today's world."

Solution

AlTi is deploying Nevis across its advisor base. Advisors and support teams now work from one platform for meetings, administrative tasks, and operational processes. Nevis acts as an orchestration layer: it connects AlTi's existing systems and replaces inconsistent, manual task management with one consistent way of working.

The platform sits inside AlTi's secure technology environment and builds on the strategic data platform AlTi has already invested in. Every AI output runs within defined guardrails and keeps a record of the data it used, so advisors can clearly explain their recommendations to clients.

"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 to help our advisors deliver best-in-class client service more efficiently," said Phillip Dundas, Chief Technology Officer of AlTi.

As with every Nevis enterprise deployment, AlTi works directly with a dedicated Nevis team, including Deployment Strategists and Forward Deployed Engineers, to configure the platform around how AlTi's advisors serve their clients. The goal is not to standardize AlTi's approach, but to give its advisors more room to deliver what makes their service special.

"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 Dundas. "Our partnership with Nevis was built specifically around the need for an AI platform sophisticated enough to match the complexity of the UHNW clients we serve."

Impact

With Nevis, AlTi's advisors win back valuable time every week. The operational work that once filled their days is handled, so they can focus on what they do best: delivering the highest level of service to their clients.

That matters most for the work only a human advisor can do. AI can streamline gathering information and generate high-quality presentation materials. It cannot sit with a business owner who has just sold the business she spent 30 years building and help her picture what comes next: the foundation she wants to launch, the values she hopes to pass to her grandchildren, the legacy she wants to leave. At AlTi, more time for those conversations means deeper relationships, and the trust that lets clients act on their advisor's guidance.

"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."

If your leadership team is shaping its AI strategy, we'd welcome the conversation.