Privé

Privé Technologies is a Software as a Service (SaaS) provider, helping financial institutions to digitise their wealth management offerings using the modular platform.

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Products and services

Privé Technologies provides end-to-end technology solutions for enterprises and SMEs. Whether it’s a full transformation via Privé’ wealth management in-a-box package or seeking enhancement from one of their innovative modules or APIs.

Consolidated Reporting Software

Category

Portfolio Management

Country

Hong Kong

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About the business

Founded in 2011, Privé Financial is a financial services firm based in Hong Kong. The firm provides a variety of financial services through Privé Managers platform, integrated wealth management, product creation, wealth planning and client relationship management platform that brings the client, advisor and the investment manager into one ecosystem. Privé Financial is a licensed corporation permitted to carry on Type 1 (dealing in securities) regulated activities under the Securities and Futures Ordinance.

History

Founded in 2011 by Charles Wong and Julian Schillinger.

About the owners and the team

The company is led by the two founders.

Simple solutions for complex times.