The wealth management industry is constantly evolving, and it is important for investors and financial advisors to stay up-to-date on the latest trends and developments. In this article, let’s take a look at what we think will be the top wealth management trends in...
Aiming to target the wealth management megatrend of personalization is a goal that every financial institution should be having to stay competitive. However, achieving this can be a difficult and complicated process. Recognising this need, Privé developed AI GO– our...
Privé Technologies is proud to announce that we have been recognised as APAC Business Awards’ Leading Financial SaaS Provider of the Year in the Republic of Korea. We pride ourselves on our global growth and are very pleased to be working with some of the leading...
Privé Technologies Welcomes New Investor – Trenders Inc. Supporting Fintech Businesses Expanding into Japan Privé Technologies is pleased to announce that Trenders Inc, a company listed on the TSE Growth segment (TSE: 6069) has made an equity investment into...
In the latest study on the long-term performance of robo-advisors by the prominent comparison platform Biallo & Team GmbH, Solidvest took home the top spot! During the past 48 months, Solidvest by DJE Kapital AG reported the best performance in the offensive risk...
Privé Technologies is introducing EU compliant ESG preference selection into the advisory journey. Based on the on the client’s sustainability preference a personalized portfolio proposal can be generated. ESG-oriented investments were once presumed to be a passing...
