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 strengths and weaknesses of portfolio construction models

This one-of-a-kind analysis, reviews the strengths and weaknesses of robo-advisor models. Most robo’s use an extremely scattered variety of investment algorithms and methodologies. Academic research as yet has covered performance aspects but not the risks associated with generating those returns.

This study proposes a new method to evaluate robo-advisor performance and using the ‘Portfolio Allocation Models’ Questionnaire’ it distinguishes major robo-advisory portfolio construction models and segments them according to the level of complexity and sophistication.

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, Elena Okhonko. At the launch event at Metta in Hong Kong with over 150 industry professionals in attendance our co-founder Julian Schillinger participated in a panel discussion on the future robo-advisory in the wealth management industry.

Julian said:

“I’m pleasantly surprised by the news – this is proof that it’s not all about just fancy UI but the depth of the domain expertise is baked in the technology”

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 the top robo-advisor methodology in Asia, according to the Kaplan and SMU.

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 the company and what it’s like on the team of Hong Kong’s fastest growing technology company.

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 the coveted winners on the night, bagging the ‘Best Fintech Innovation’ award as well being shortlisted for another 4 awards.

Dominic Gamble, Chief Digital Officer, collected the award and said:

We are delighted to have been voted the winner of this prestigious award by so many of our industry’s peers. It is a great honour to be recognised in these awards, and testament to the hard work that the team have put in over the last 12 months. Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as Asia’s foremost leading innovator in the financial and wealth management industry

- Dominic Gamble