AlTi Global has disclosed plans to introduce the Nevis artificial intelligence platform to advisers across its international network.
The wealth manager, which oversees $90bn in assets, said the system will be used by advisers and support staff to handle meetings, administrative work and other operational tasks.
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AlTi selected Nevis after reviewing the market, pointing to the platform’s ability to work with existing internal systems and its support during setup and later use.
The the move is intended to reduce the time spent on routine processes and allow advisers to devote more attention to client work.
AlTi CEO Nancy Curtin said: “The wealth manager of the future will be able to pair emotional intelligence and investment expertise with the operational agility that AI provides.
“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.”
Nevis is designed for wealth management firms and is used for tasks such as preparing for meetings, following up with clients and opening custodian accounts.
The platform includes security and privacy controls for large organisations, along with engineering support for clients during deployment.
Nevis was founded in 2024 and has raised $40m from investors including Sequoia Capital, ICONIQ and Ribbit Capital.
Nevis CEO and co-founder Mark Swan commented: “We believe AI should enhance how advisors work by freeing them from manual processes so they can maximise 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. The cultural alignment between our two organizations has been the foundation of this partnership.”
