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Trends: Asset Management in The Modern World
It has been a challenging year for many, including external asset managers. We take a look at some of the...
Highlights from Webinar: WealthTech in HK – Opportunities Ahead
Last Thursday (13 Aug 2020), Julian Schillinger, Co-CEO & Co-Founder of Privé Technologies had recently spoke at the WealthTech in...
Bancassurance: Time for Digital
Consumers are increasingly turning to digital channels that are offering greater streamlined experiences. They are getting more savvy and their...
3 Best Practices To Optimise Your Digital Client Experience
In our previous post on Digital Client Experience (CX), we introduced the five key pillars of a user journey and...
Where To Start With Digital Client Experience?
As we shift into an increasingly faceless world, it is important to ensure that your client experience doesn’t lose that...
Part 4: Robo Advisory in Hong Kong
Robo-advisors are known to effortlessly carry out individualised investment strategies and guide clients towards personalised portfolios that match their risk...
Part 3: Robo Advisory in the United States
A quick look at some of the robo advisories available in the USA.
Part 2: Robo-Advisory in Germany
Simple, cheaper, digital. This is why robo-advisors are attracting more and more private investors to invest their money rather than...
Best Practices in Client Suitability
Wealth managers today fail to meet suitability standards and this poses a serious issue for wealth firms.
It’s Time To Digitise Investment Suitability
Wealth managers today fail to meet suitability standards and this poses a serious issue for wealth firms.
Upcoming Event: Privé Technologies at AWS Summit Online Hong Kong
Privé Technologies will be attending the AWS Summit Online Hong Kong 2020 on 7 July 2020 where Julian Schillinger, Co-Founder...
Why are wealth managers falling short on suitability?
Wealth managers today fail to meet suitability standards and this poses a serious issue for wealth firms.
Are insurers listening to what their customers want?
Given the pandemic that has hit us, it’s going to be a demanding future - and insurers aren't spared.
Digital Transformation Is Not (Just) About Technology
Did you know that 70% of digital transformation initiatives actually do not achieve their goals, according to Forbed? At the...
Digitally Connecting To Your Audience
When almost everything is available at any time and immediately and can often be delivered within the shortest time -...
![[Whitepaper] The Digital Revolution of Society: The Network Effect](https://privetechnologies.com/wp-content/uploads/world-1264062_1280-1080x721.jpg)
[Whitepaper] The Digital Revolution of Society: The Network Effect
In the social media age, the network effect is becoming more and more relevant.
![[Whitepaper] The Digital Revolution of Society: Digital (r)evolution is a matter of personal position](https://privetechnologies.com/wp-content/uploads/cyber-3400789_1280-1080x540.jpg)
[Whitepaper] The Digital Revolution of Society: Digital (r)evolution is a matter of personal position
The term “digital revolution” is currently on everyone’s lips, almost as if it were something new, something threatening.
![[Whitepaper] The Digital Revolution of Society: The Facets of Digitalization](https://privetechnologies.com/wp-content/uploads/technology-2746212_1280-1080x720.jpg)
[Whitepaper] The Digital Revolution of Society: The Facets of Digitalization
With the digital revolution being bigger than ever, take a moment to get back to basics and find out what...
Welcoming A More Dynamic Text to Speech For Product Risk Disclosure
Introducing a new UI in which users can type in crucial information about a loan, and have the right T&C...
Quant Team Presents New UI for AI GO
As the first quarter draws near, the Quant team has worked hard to improve our products. Particularly updates for AI...
Digitally Yours
We look ahead, so you don't have to - keeping digital engagement personalized to you.
After Months of Tears And Sweat, Wealth Planner Is Launched!
Financial advisors can now better plan the financial future of clients and prospects through personalized financial insights.
The Joys of Retrocession Payment Reconciliation
A look into how we address the pain points of a multi-channel, multi-product, multi-rate set, type of distributor channel for...
Privé Technologies ranked Top 5 Growth Champions of the Greater Bay Area
South China Morning Post (SCMP) has teamed up with Statista to compile a list of fastest-growing companies in the Greater...
Prive Technologies Won the HK Business Management Excellence Awards 2019
We won in two categories - Team of the Year - Computer Software; and Charles Wong for Executive of the Year -...
Privé Technologies win at the Alibaba Entrepreneurs Fund/HSBC JUMPSTARTER 2020 Global Pitch
A proud moment as Privé Technologies came home with the Most Innovative Award and Audience’s Favorite Award.
Pascal Financial Partners With Global Fintech Leader Privé Technologies To Launch Canada’s Only Fully-integrated, Ai-powered Wealth Management Platform
Pascal Financial, an emerging Canadian fintech leader, has partnered with Privé Technologies, a global leader in wealth-tech, to license the...
Privé Technologies Migrates Key Wealth Management Functionalities To The Aws Cloud
Privé Technologies (Privé), a global fintech firm specialising in wealth and asset management transformations, is pleased to be engaged by...
Privé Technologies Speaks At Singapore Fintech Festival 2019
On 12 November 2019, our CEO & Co-Founder, Charles Wong was invited to speak at one of Singapore’s most anticipated...
Privé Technologies Selected As Finalist At Jumpstarter
Privé Technologies were selected to pitch our business ideas at the Jumpstarter event. A not-for-profit initiative curated by Alibaba Entrepreneurs...
Hong Kong Monetary Authority Interviews Privé Technologies
Vibrant, diverse and efficient – it’s clear that Hong Kong embraces fintech and is ramping up to be a world-class...
Fresh Updates on The Platform
We are always trying our best to enhance your Privé experience, and are excited to share these new upgrades.
Privé Technologies at FinTech Soft-landing Programme.
Privé Technologies is selected as one of three into the 2019 Taiwan FinTech Soft-landing Programme.
Privé Technologies, our first Global Offsite
5 July 2019 is a remarkable day for Privé Technologies as for the very first time, our team from Europe...
Privé Technologies wins at SRP Asia 2019
On the 10th of April, Privé was amongst the coveted winners on the night, bagged the Best Structured Product Technological Solution...
Episode 01 – Julian Schillinger – Prive Technologies – Building Wealth Through Technology
Privé Technologies‘s Co-Founder, Mr Julian Schillinger shared about his journey from attending one of the first business-technology Masters program in...
Privé Technologies at IFC Fintech CEO Summit in Dubai
What a great honor and pleasure for Prive Technologies to be invited to participate in this CEO Summit! Charles shared...
Structured Products Part 2: What are the risks of Structured Notes and how does it affect your Portfolio?
The term “Structured Note” does not provide much information about the nature of the product. A “Note” has similarities with...
Can Digitization Offer Asia a New Form of Advice-Driven Wealth Management?
Our Chief Revenue Officer, David Lee, discuss how wealth management technology has developed and is developing, a digitized means of meeting...
Privé Technologies Awarded 2018 Fintech of the Year!
Privé provides end-to-end solutions for Banks, Financial Advisors, Asset Managers, and Insurance companies. Their technology solutions help financial institutions streamline...
Privé Technologies at the Asian Private Banker Awards 2018
Privé was awarded in the categories of Best Core Banking Platform and for Best IAM/MFO Solution for the second time....
Privé Technologies at Paris Fintech Forum 2019
Paris Fintech Forum is the biggest European event on digital finance, the attendees, chiefly CEOs and Managing Directors of Banks,...
Privé at Pacific Telecommunications Council
On 22 January, our Co-Founder Julian was invited as a speaker at the Pacific Rim’s premier telecommunications event. Fostering Digital Infrastructure...
Hive Up Acquisition and New Hire
Privé Technologies has hired a new head of wealth management, Bobby Bok, who has joined Privé technologies as director and...
Structured Notes Part 1: What are they and how it works
Without getting into the technical details, the typical structured note sold in Asia is a financial asset (like a bond...
Privé Technologies Acquires Digital Engagement Start-Up Hive Up
On January 8, 2019 (Hong Kong/Singapore) Qiuyan Tian, the CEO and co-founder of Hive Up, commented, “Privé will be able to...
Privé at International Fintech Forum
On November 27, Mr Charles Wong was invited as a guest speaker at International Fintech Forum. Organized by the Taiwan Academy...
Privé at IFC Fintech CEO Summit
We are exhilarated to be part of the upcoming 6th Annual Global FinTech CEO Summit which will be held in...
Privé at FinTech Taipei 2018
Meet Prive Technologies alongside other promising FinTech companies in this 2-day event. There will be more than 200 booths for...
Financial Literacy: An Introduction (Part 1)
Financial literacy has many definitions. One of our favourite ones is knowing how money works, and how you can put...
Inside FinTech with Mr David Lee as guest speaker
David Lee will be one of the many great speakers at INSIDE FINTECH in Seoul, Korea between November 29-30. Inside...
Financial Wisdom in Delayed Gratification – Part 3
In Parts 1 and 2 of this mini-series, we introduced the concept of instant and delayed gratification, and how it...
Financial Wisdom in Delayed Gratification – Part 2
Does choosing between instant or delayed gratification have an impact on our finances? In our previous article, we introduced the...
Privé Technologies emerged multiple award winners at the 28th Private Banker International Awards
Award winners were presented at the PBI Global Wealth Awards Gala Dinner on Friday, 12th October 2018 at Intercontinental Singapore...
Kaplan Day with David Lee As Guest Speaker
David Lee will be a guest speaker alongside other industry leaders from Michael Page, Social Stand Limited, CFA Institute &...
Privé Awarded Technology of the Year – Best Artificial Intelligence
Privé Technologies recently attended the 18th APICTA Awards on the 13th of October 2018 held in Guangzhou, China. The Asia...
Financial Wisdom in Delayed Gratification (Part 1)
Instant gratification generally refers to the impulsive decisions we make for the sake of immediate pleasure. It’s about getting exactly...
Growing Startups in Hong Kong – The Tale of 3 Mature Fintechs
Meet Prive Technologies alongside two other promising FinTech companies in Hong Kong and discover what makes them succeed. What challenges...
Fintech: Adopting a ‘bionic’ approach
Retail investors may demand more automated wealth management services for greater accessibility at lower cost, but high-net-worth individuals (HNWIs) will...
Private Banking In A Box
Asia’s leading wealth management news and event publication interviews our Chief Revenue Officer, David Lee, for an in-depth look at...
5 Key Considerations When Rebalancing Your Portfolio
The asset allocation strategy that you adopt plays an important role in determining your success as an investor. The first...
Medhy Souidi named in fintech 50 Hong Kong influencers
We’re so proud to announce our very own Medhy Souidi as LATTICE80 Fintech 50 Hong Kong Influencers! Medhy has been...
What is an Economic Moat?
The ‘Oracle of Omaha’, Warren Buffett has been famously advocating the importance of “Economic Moat”. Buffet seeks out companies with...
Bringing Wealth Management To The Masses
After our successful fintech accelerator participation in Bahrain Cloud C5, our Middle East presence continues to grow. Here, CarterMurray, discuss...
Who is Asia’s top robo-advisor?
In this report you will learn: Where Asia’s robo-advisors rank – Top 14 scoring How robo-advisors use portfolio theory The...
Privé at Asia’s top Robo-Advisor
We are delighted to have been named ‘Asia’s top robo-advisor’ in Kaplan’s independent study written by Singapore Management University academic,...
Which Robo’s Have The Edge
The article is one of many pieces of coverage in the press after the announcement of Privé Technologies being crowned...
Generation 90’s Employees: Learning Enrichment Like “One Beating Ten”
In this Hong Kong local press interview, we discuss the inner workings of Privé Technologies – the solutions offered by...
Privé wins at WealthBriefingAwards 2018
At a star-studded wealth management industry gala in Singapore on the 1st June, Privé Technologies were delighted to be amongst...
Comparing Asia’s Robo-Advisors
Hong Kong’s latest wealth management news service covers the forthcoming release of a report that ranks Asia’s top robo-advisors and...
Privé discusses the future of design in Fintech at General Assembly SG
Privé were invited to speak at the “Inside the mind of brilliant designers” by global learning company General Assembly in...
Types Of Wealth Management Advisory Fees
Investors need to be informed not just about the assets they are investing in, but also how much fees are...
Latest Technology Trends For Wealth Management In Asia
Asia’s Wealth Management Fundamentals Still Shine In the latest annual wealth management report from Boston Consulting Group “BCG”, the astounding...
Accenture’s Fintech Alumnis
A video interview with the Co-Founder of Privé Technologies, Charles Wong, with conversation around how we benefited from the Accenture...
The Startups In DBS’s Accelerator
An article from a leading Asian financial technology journal, announcing Privé’s selection in to the 2018 accelerator program of DBS...
Baiwen Wins Hong Kong CFA Research Challenge
Congratulations to our very own Baiwen Gao for making Privé Technologies proud by winning the Hong Kong CFA Institute Research...