2026 NewYorkCIO ORBIE Awards

2026 NewYorkCIO ORBIE Awards · Corporate Finalist

Phillip Dundas

CTO

AlTi Global

Phillip Dundas

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Bio

Phillip Dundas is Chief Technology Officer and Managing Director at AlTi Tiedemann Global, a $96B AUM ultra-high-net-worth advisory firm. Over 25 years, he has led technology organizations across wealth and asset management and capital markets in the US, UK, Europe, and Asia. He is building AlTi’s first integrated global operating platform with AI and data at its core, and is a 2026 ORBIE Award finalist and 2026 Wealthies Wealth Management CTO of the Year finalist.

Success Story

At AlTi, I am leading the build of an integrated global technology platform, replacing fragmented regional systems with one connected backbone across finance, client, and portfolio data. The real challenge has never been the technology, it is earning trust in the data itself, so every downstream process, including AI, can be relied on. Along the way we retired multiple legacy ERP systems, significantly reduced manual reporting effort, and are using AI to automate reconciliation across a large global custodian network, work that also helped AlTi become a selected ultra-high-net-worth partner for Nevis Wealth, milestones in a journey that continues.

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