Privé Technologies at FinTech Soft-landing Programme.

Fintech, Technology, Finance Industry

Privé Technologies, one of Asia’s foremost leading innovators in the financial and wealth management industry is selected as one of the three into the FinTech Soft-landing Programme for Hong Kong & Taiwan. The other 2 are TESS Asia and Mojodomo. Programme members will be endowed with a number of exclusive benefits by FintechSpace and Cyberport, including a two-week soft-landing in Aug 2019 and a free booth for FinTech Taipei 2019.

Supervised by the regulator, Financial Supervisory Commission (FSC), organized by the Taiwan Financial Service Roundtable (TFSR) and Taiwan Academy of Banking and Finance (TABF), FinTech Taipei is the grandest FinTech event in Taiwan, with international conference, 100+exhibition, and Business & Talent matchmaking. FinTech Taipei had attracted more than 30,000 attendees with 70% senior management and featured over 1,000 of the world’s top FinTech founders, investors, regulators, and academics in its first launched in 2018.

This year, with all the support from global and local, it is expected to scale up. “Matchmaking” session allows B2B FinTech companies to match with high-levels of FinTech institutions and building networks via Taiwan corporations.

With the benefits brought by the programme, it will be a good booster for Privé Technologies to continue expanding its market in APEC. Providing unique “Bank in a Box” services, there is evidence to believe that the expansion will bring more convenience to Finance Industry through technology.

Privé would thank FinTechSpace and Cyberport for giving us this opportunity.

It’s an honour to join in this programme and a big thank you to our team for working hard to achieve this.

- David Lee

Privé Technologies, our first Global Offsite

HKUST, PriveTechnologies, GlobalMeeting

5 July 2019 is a remarkable day for Privé Technologies as for the very first time, our team from Hong Kong, Singapore, Thailand, Taiwan, Malaysia, Munich, Indonesia, Frankfurt, and Vienna gathered in one place for Privé’s first global offsite meeting held in Hong Kong University of Science and Technology, which was ranked as World’s Top 500 Universities in Engineering & Technology.

We are overwhelmed with the success of the global offsite event hosted by the Advisory Team, Mr. Mark Voegt and Ms. Sharon Yow, Executive Assistant and Office Manager, Ms. Jessie Koo, Administrative Interns, Mr. Henrik Liapunov and Mr. Daniel Bryant and our dearest Interns from HKUST, who have spent months on the event preparation. 

Here are some of the pictures taken during the event:

Before we kicked off the team-building activities, our Co-Founder and Co-CEO, Mr. Charles Wong, took the stage to share our company’s vision, our rapid expansion, and how we as a team will continue to grow this year.

To unleash our creativity, all of us were divided into different groups and were given the chance to pitch our ideas to the management team. Each team shared their one-of-a-kind strategy on how Privé can achieve “Health, Wealth and Happiness’’ not just as a company, but as one big Privé family.

Our Co-founder and Co-CEO, Julian Schillinger, emphasised the importance of balancing our health and wealth. Before ending his inspiring speech, Mr. Charles Wong also added:

The only person or thing that will bring you happiness is YOU!

Here are more pictures from the event:

Once again, we would like to thank Hong Kong University of Science and Technology for making this collaboration happen and nurturing so many incredible talents in the industry.

Great thanks to our event organizers, Mr. Mark Voegt, Ms. Sharon Yow, Ms. Jessie Koo, Mr. Henrik Liapunov, Mr. Daniel Bryant and all the HKUST Interns. We are also very thankful of our panel judges, Ms. Solange Lee, Head of Application Support, Ms. Tian Qiuyan, Head of Digital Engagement & Advice and Mr Julien Musset, our Head of Quantitative Research for giving us the motivational pitch.

Last but not least, we’d like to say a big thank you to our Co-CEO and Co-founder, Mr. Charles Wong and Mr. Julian Schillinger for arranging this meeting. See you all in 2020!

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 for 2019. 

Privé Technologies has developed a structured product platform which generates the data to help clients understand the impact of the products to their portfolios by comparing them with regular securities.

The wealth management industry approach is changing from a product-driven push approach to a consultative portfolio advice approach. Being able to understand the impact of different securities to a portfolio risk/reward approach is becoming increasingly important. For regular securities, information could be easily obtained.

However, difficulties arise when it comes to structured products as they lack track record and analysis.

Privé Technologies Brings Structured Products Analysis From Rocket Science to the Level of Traditional Investments.

- Julien Musset

Privé would to thank SRP Singapore for presenting to us this award.  For more information on the winners, please click here:

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 the stage with the world-class companies and participants.

They shared their insights on the latest developments, challenges and promising innovations arising in the FinTech sector today and tomorrow – together mapping the future milestones in the FinTech industry.

Let’s take a look at some of the highlights of the event:

We will see a lot more collaboration amongst all the Fintech companies in the market working together addressing different parts of the wealth spectrum.

- Charles Wong

Charles believes in collaboration and not competition.

Charles visualizes FinTechs collaborate to serve different parts of the wealth spectrum—the time in which people save for retirement, beginning with their first jobs.

So our company is going to prepare this five years vision by basically offering a layer of APIs services in the WealthTech Industry so we focus on WealthTech. We offered these layers of APIs for them to basically plug-and-play, whether it is an insurance solutions or investment solutions into the same client journey.

- Charles Wong

Once again, we would like to thank World Bank Group for the invitation. Here is the full clip of Charles.

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 and transform, enabling them to operate more efficiently and effectively than ever before.

The Asset Triple A Digital Awards for 2018 recognizes financial institutions and technology firms that have excelled in innovating and developing a unique digital experience for customers across the Asia-Pacific and Middle East regions.

“To receive this award for the second time means a lot to us, and has affirmed our effort and growth as a Fintech company. A big thank you to The Asset for this award.’’

- Charles Wong

Privé would like to thank the judges and evaluators at Asian The Asset for presenting Privé this award. We would also like to congratulate to all the winners of The Asset Triple A Digital Awards for 2018!

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. In 2017, our Co-Founder, Charles Wong bagged the “Fintech Changemaker of the Year’’ for himself, whereas Privé won the ‘’Best IAM /MFO Solution.’’

The award ceremony will be held in Singapore on 8th of March 2019.

We are tremendously honored to be recognized with our other fellow awardees in the 2018 Asian Private Banker Technology Awards. We​​ are thrilled to receive multiple awards for the third consecutive year, and we could not have achieved this feat without the support of our customers, employees, and industry supporters.

- Charles Wong

Privé would like to thank the judges and evaluators at Asian Private Banker for their relentless pursuit in finding the ‘best-in-class’ companies in the private banking and wealth management.

Lastly, we would like to congratulate to all the winners of the Asian Private Banker Awards 2018!  

Privé Technologies at Paris Fintech Forum 2019

Fintech, Forum, Technologies, Conference

Paris Fintech Forum is the biggest European event on digital finance, the attendees, chiefly CEOs and Managing Directors of Banks, Insurances, Regulators and more than 150 worldwide Fintechs from all sectors at various development stages.

More than 2,600 individuals attended the annual event held at Palais Brongniart on 29 and 30 January 2019. 

The two days discussion were mostly on Artificial Intelligence. It focused on Machine Learning as a branch, but not the other branches like Genetic Optimization. The panel largely agreed that the current state of Artificial Intelligence lacks foresight because of the past data that is used for learning and that a more sophisticated algorithm is required for creative thought.

On stage, Charles shared his insights on Wealth Management and Robo-Advisory.  He also include some contents on the latest developments of Artificial Intelligence in the Banking sector.

Charles shared insight into Privé’s solutions that help financial institutions streamline and transform through complete digitization, enabling them to operate more efficiently and effectively than ever before and highly reduced cost – ultimately driving revenues.

Privé Technologies provides end-to-end solutions for banks, financial advisors, independent asset managers, and insurance companies. I am happy that I got a chance to showcase Privé Technologies to the French Fintech community through this forum.  

- Charles Wong

Thank you to Alteir Consulting for having Charles represent Privé Technologies as a guest speaker.

Privé at Pacific Telecommunications Council

On 22 January, Privé Technologies co-founder Julian Schillinger, was invited as a presenting speaker at the Pacific Rim’s premier telecommunications event.

The topic was ”Fostering Digital Infrastructure Investment” and covered:

– Benefits and barriers of digital infrastructure as a separate asset class;

– Investment opportunities and risks;

– Fostering of digital infrastructure investment and asset risk management in developing countries;

– Relationship of services and business models;

– Synergies from wireless and wireline infrastructure;

– Parallels and separation to other infrastructure asset classes;

– Open access, network neutrality, and platforms; 

The three day event gathers major players from the global communication industry and provides the attendees a platform to focus on planning, networking, and discovering what the new year will bring. 

Privé Technologies is grateful to the Pacific Telecommunications Council for the opportunity,  and for Di² for organizing the workshop. 

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 help us accelerate our mission of bring wealth management to the masses. I am elated to adopt their proficiency in FinTech to propel our ideas to much greater heights.”

Charles Wong, CEO and co-founder of Privé Holdings, noted, CEO and co-founder of Privé Technologies, noted, “We are excited to have Hive Up join our family of companies and believe its expertise in the mass affluent and wealth management segments contributes to Prive’s mission to bring wealth management to all.”

Hive Up operates in both the enterprise and direct-to-consumer segments. With respect to the end consumer, it focuses on highlighting financial concepts and engaging the everyday person via mediums such as articles, infographics, workshops, and webinars. For enterprise businesses, the company builds management platforms and client-facing applications for financial advisors. Hive Up also writes curriculum and conducts training for financial institutions, injecting life and vigor into otherwise prosaic financial content, while also using technology for enhanced hands-on engagement.

Ms. Tian started Hive Up in 2016 with a mission of wanting to bring wealth management to the masses. Having cut her teeth in the wealth management sector with Goldman Sachs and an established family office, she was convinced that she could bring the same tools and access that had only previously been available in the high net worth segment to anybody.

Ms. Tian believes that the two keys to a successful financial journey are financial literacy and practical handles. With the experience of successfully building two prior startups, her mandate for Hive Up is to demystify the seemingly complicated world of finance by breaking it down into engaging and palatable content.

The ethos on how Hive Up creates its content is based on the pillars of design thinking, psychology, and technology, which incorporates AI and machine learning to intelligently curate content and make financial learning more engaging, tailored and personalized.

The acquisition of Hive Up – following Privé Technologies’ recent selection by Deloitte as one of the top 20 fastest growing technology firms in Asia – further cements Privé’s position as a leader and one of the most recognized and awarded FinTech companies in the industry.

Digitization in the field of personal finance is becoming more salient. We need to explore creative and cutting-edge ways to help the financial literacy challenge for the aspiring investor, as well as develop new value proposition solutions for wealth managers in today’s digital age.

Privé Technologies is also the firm behind the award-winning Privé Managers platform for global wealth and asset managers. Prior awards for Privé Technologies include being selected as the 2018 FinTech Changemaker of the Year sponsored by Asian Private Banker, 2018 Most Innovative FinTech Solution sponsored by Wealth Briefing Asia, as well as a finalist in the Hong Kong-based 2018 DBS Accelerator and Supercharger Accelerator programs. Privé Technologies was also voted as the number one robo-advisor in Asia amongst 16 robo-advisories in a recent independent study by Kaplan.

About Privé Technologies

Privé Technologies is a modular solution for the wealth and asset management industry and comprises more than 11 state-of-the-art modules powered by its bionic advisory engine, which include wealth planning, risk profiling, investment exploration, algorithmic optimization, and personal reporting. Privé Technologies serves a range of wealth management clients across Asia and Europe, including external asset managers, multi-family offices and banks by offering a wide range of connectivity options to custodial and distribution platforms.

About Hive Up

Hive Up is an online platform created to empower each individual in achieving their own version of financial freedom in a fun and un-intimidating approach. It produces workshops and various forms of content to make financial literacy easy, along with digital tools to help plan and manage personal finances in both the enterprise and direct-to-consumer space.

Privé Technologies
Suite 813-814, Cyberport 1
100 Cyberport Road
Hong Kong
Telephone: 852 3157 1234

Hive Up
10 Winstedt Road, Block C Suite 18
Singapore 227977
Telephone: +65 6521 6690

Press Contact:
Andrew Wong

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 of Banking and Finance (TABF), the forum is filled with members of financial technology and digital banking groups of the various financial holdings and banks.

The experts shared exciting contents on the latest developments of Artificial Intelligence in Banking sector. The rising trend of AI technology in the new era is driving changes in finance industry and it will continue to grow over the next few years.

As one of the leading organisations in smart financial literacy in Asia, our Co-Founder shared his insights on smart banking. Charles also discussed the future of design in FinTech, how our company provide an end-to-end solutions for banks and other financial institutions. 

Privé Technologies is ranked as the 14th fastest-growing company in Asia. 

- By Financial Times' FT 1000 APAC