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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....

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...

Unlocking Growth: Cloud-Based Fintech and Scalability

The global banking industry is undergoing a significant transformation, driven by a combination of changing customer demands, evolving technology, and...

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...

Unleashing the Power of AI: The Future of Personalized Portfolio Management

There has never been a better time to invest into artificial intelligence. In our day-to-day lives, consumers are intrigued and...

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...

Capturing Investor Mindshare with Personalization

As the wealth management landscape changes rapidly, financial institutions must take care to understand that they need to do more...

What is Next for Digital Wealth Management?

The wealth management industry is constantly evolving, and it is important for investors and financial advisors to stay up-to-date on...

All About Privé’s AI-driven Portfolio Construction Engine

Aiming to target the wealth management megatrend of personalization is a goal that every financial institution should be having to...

Privé Technologies Wins at the APAC Business Awards 2022

Privé Technologies is proud to announce that we have been recognised as APAC Business Awards’ Leading Financial SaaS Provider of...

Privé Technologies Welcomes New Investor – Trenders Inc.

Privé Technologies Welcomes New Investor – Trenders Inc. Supporting Fintech Businesses Expanding into Japan Privé Technologies is pleased to announce...

Solidvest is again top-performing Robo-Advisor in Germany

In the latest study on the long-term performance of robo-advisors by the prominent comparison platform Biallo & Team GmbH, Solidvest...

ESG – Privé introduces EU compliant sustainability features

Privé Technologies is introducing EU compliant ESG preference selection into the advisory journey. Based on the on the client’s sustainability...

Privé Technologies signs three-way cooperation agreement with South Korean FinTech startup Quantit and data provider Nice P&I

Privé Technologies is proud to announce that we have signed a three-way Memorandum of Understanding (MOU) with South Korean FinTech...

Get to know our Risk Profiling module! 

As an important component in assessing a client’s suitability, risk profiling is a process that any advisor is well versed...

Privé and Google collaborate on landmark report

As part of Google’s ongoing commitment to help digitize Hong Kong, they, together with Quinlan and Associates, have launched a...

All about Privé Technologies’ platform approach with AWS 

Privé Technologies was proud to have been able to present our insights on open architecture and ecosystems with our talk...

Bridging the digital divide with Privé Technologies

Within the next 10-20 years, it is estimated that over 90% of available jobs will require some form of digital...

Privé Technologies named Best Digital Wealth Management Provider 2022

Privé Technologies is proud to announce that we have been selected as the “Best Digital Wealth Management Provider 2022” in...

Privé Technologies wins Innovation & Entrepreneurship Competition

Privé Technologies is proud to announce that we have won the ‘Innovation Paradigm Award’ in competition against more than 60...

What do HNW investors really want from their advisors?

90% of HNW investors feel that the advice given to them by their advisor was too generic. How can wealth...

All about Privé Technologies’ newest retrocession and commissions engine

Automate away your burdens: managing retrocession and trailer fee calculations can often be an extremely time-consuming and tedious task, with...

New: Privé Technologies works with Top 3 Banking Group of South Korea to implement S-Ray

Privé Technologies has been chosen by the Shinhan Group, one of the Top 3 South Korean Financial Groups. The goal...

Enjoy limitless customization and configurable advisory journeys with Privé FLEX!

Transform your organization into an agile and digital business. Shape powerful advisor journeys for risk profiling, KYC, onboarding, preference selection,...

Best Robo-Advisor in Germany uses software from Privé Technologies

Best Robo-Advisor in Germany out of 24 offerings Privé Technologies is proud to announce that in the newly released Robo-Advisor...

What other countries need to know about Europe’s upcoming sustainability regulation

Investment firms and unit linked insurance providers will now be required to ask clients about their sustainability preferences and reflect...

Privé Technologies is an award winner at the 2022 Global Business Outlook Awards

Privé Technologies is proud to announce that we have been recognized by the 2022 Global Business Outlook Awards in the...

INFINITECH x Privé Technologies: Big Data and Artificial Intelligence in Digital Finance

As a member of the INFINITECH H-2020 program funded by the European Union, Privé Technologies is proud to have contributed...

The struggle with digital transformation and how to keep up

The rapid rate of digital transformation means that some firms are struggling to keep up. Find out how you can...

Privé Technologies wins three categories at the 2022 Cosmopolitan The Daily Business Awards

For the second year in a row, Privé Technologies has been recognized by the Cosmopolitan the Daily Business Awards. In...

Privé Technologies and QUANTIT take home Best Disruptive Solution at the Asian Private Banker 7th Technology Awards

Privé Technologies, in partnership with Seoul-based FinTech startup QUANTIT, has been awarded Best Disruptive Solution from the Asian Private Banker ...

Privé Technologies part of WealthTech100 List for 3rd Year in a Row

Privé Technologies is proud to announce that we have been selected as part of the WealthTech100 list for 2022. This...

Going digital the answer to getting millennials into life insurance

The industry-wide problem of millennials’ hesitance in purchasing life insurance is easily solvable: you just need to understand them better....

Life Insurance: A digital takeover or a hybrid journey?

COVID-19 has greatly increased the need for digital solutions across the insurance industry, but do life insurance providers actually find...

Supporting ESG investments more crucial than ever

Sustainable investing has had an incredibly successful 2021, and reports show that it is only going to keep growing. With...

Changing demographics allows InsurTech to step up

As millennials quickly come of age and become one of insurance’s key markets, insurance companies need to take notice of...

Gen X predicted to choose a Netflix style of wealth management

Hyper-personalization is the future for Gen X across all walks of life, including their finances, with young investors expecting robust...

Cloud-based banking is vital in building strategic partnerships 

Cloud-based banking is vital in building strategic partnerships  With cloud-based banking rapidly gaining popularity even amongst large financial institutions, its...

Privé Technologies announces successful launch of the HDI FundsGuide

Privé Technologies announces successful launch of the HDI FundsGuide Privé Technologies, in collaboration with HDI Insurance, which is part of...

Privé Technologies wins two categories at the Cosmopolitan The Daily Business Awards 2021

Privé Technologies wins two categories at the Cosmopolitan The Daily Business Awards 2021 We are very excited to announce that Privé...

Privé Technologies Recognized by the Capgemini-Efma Financial NewTech Watchlist 2021

Privé Technologies Recognized by the Capgemini-Efma Financial NewTech Watchlist 2021 We are proud to announce that Prive Technologies has been...

Privé Technologies Recognized As A 2021 Benzinga Fintech Listmaker

Privé Technologies Recognized As A 2021 Benzinga Fintech Listmaker NEW YORK — On November 2, 2021, Privé Technologies was named...

Privé Technologies and Prudential plc collaborate to bring wealth management offerings to Pulse App

At the 2021 Singapore Fintech Festival on November 8, Prudential plc announced partnerships with Smarter Health and Privé Technologies to...

Reflections on Our 10 Year Journey So Far: Direct from Our Staff

Reflections on Our 10 Year Journey So Far: Direct from Our Staff As a high-growth tech company with offices across...

Reflections on our 10 Year Journey So Far: Celebrating a Decade of Progress

Reflections on our 10 Year Journey So Far: Celebrating a Decade of Progress In just 10 years, Privé Technologies has...

How can advisors tackle goal-based wealth planning efficiently?

How can advisors tackle goal-based wealth planning efficiently? According to Ernst & Young’s 2021 Global Wealth Research Report, more than...

Using AI-driven Portfolio Optimisation to Consider ESG Preferences in Portfolio Creation

Practising socially responsible investing has become a priority for many clients across the globe as markets are shaken in the...

Privé Technologies and FIS partner to bring wealth management to the masses

Privé Technologies and FIS are pleased to announce they have entered into a collaboration to integrate Privé’s patented digital wealth...

Privé Technologies acquires managed account platform Axial-Partners

Privé Technologies recently announced it has closed an agreement to acquire Axial Partners Limited, an independent managed accounts platform, previously...

Top 3 Cloud Adoption Trends To Look Out For

Everything from contact tracing to remote working and off-site healthcare solutions, cloud services are revolutionising the way we work, live...

Exclusive Video: Fintech Trends in Wealth Management at HKFW 2020

Held from 2 Nov to 6 Nov, the Hong Kong FinTech Week 2020 is a global financial technology conference in...

The Rise of Platforms and Its Impact

Organised by Happyer and Codeaholics, our CEO Charles Wong recently moderated a panel discussion on the rise of platforms and...

How APAC Is Responding To Cyber Threats Caused By Pandemic

The coronavirus pandemic has profoundly impacted many people, businesses, and the international economy; with one of the key threats being...

Privé Technologies is proud to present a new feature on its platform

Privé Technologies is proud to present a new feature on its platform that enables investors to exclude individual securities from...

Top 3 Emerging Trends in WealthTech

The global HNWI net worth has increased over the last decade, leading to more stringent regulations and maintenance of technology...

Highlights: apidays Live Hong Kong on The Future of Banking

On 8 October 2020, Julian Schillinger spoke at the apidays Live Hong Kong Conference where he shared an insightful presentation...

Top 3 Reasons Why FinTechs Fail

It’s not all unicorns in Fintech. Unfortunately, some great Fintech ideas fail - here’s why.

3 Banking Trends in APAC Not To Miss

It wasn’t long ago that banks in Asia looked to the West as they developed. However, things are beginning to...

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.

Part 1: Why You Should Invest In Robo Advisory Despite Its Risks

In a nutshell, Robo Advisory is the automatization and digitalization of a human financial advisor. In most cases, an algorithm...

It’s Time To Digitise Investment Suitability

Wealth managers today fail to meet suitability standards and this poses a serious issue for wealth firms.

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...

The Business Side to Market Data

What is driving the market data businesses?

Digitally Connecting To Your Audience

When almost everything is available at any time and immediately and can often be delivered within the shortest time -...

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...

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.

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...