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Supporting relationship managers more crucial than ever 

Supporting relationship managers more crucial than ever 

Wealth management has always been a high-touch industry, where building relationships with clients is a critical part of the job. However, in recent years, the industry has faced challenges with increasing competition, changing regulations, and shifting client...
Privé Conversation: AI – but why? [Vol. 1]

Privé Conversation: AI – but why? [Vol. 1]

Narrative is such an important component of financial markets and their peripheral industries. This year’s story, in case you missed it, is about the breakthrough of Alternative Intelligence (AI) into the mainstream. Of all the definitions, this simple one from...
How To Tackle Wealth Management’s 3 Key Themes

How To Tackle Wealth Management’s 3 Key Themes

According to a report by Accenture, the three key strategic themes that will shape the wealth management industry in the coming years are: – Greater industry consolidation – Greater adoption of new technologies – Talent challenges – advisor...
What’s in Store for Privé in 2023 

What’s in Store for Privé in 2023 

Despite the challenges of the bear market in 2022, in which many FinTech stocks saw the value of their stocks drop after their post-pandemic rise, Privé Technologies has had much to celebrate about. From fulfilling our goal of continuing our global growth and...