Our Chief Revenue Officer, David Lee, discuss how wealth management technology has developed and is developing, a digitized means of meeting end-customer expectations.
Privé Technologies has hired a new head of wealth management, Bobby Bok, who has joined Privé technologies as director and head of wealth management. In the Singapore-based role, he will focus on digitalisation projects and lead regional sales for the firm’s ASEAN business.
Retail investors may demand more automated wealth management services for greater accessibility at lower cost, but high-net-worth individuals (HNWIs) will continue to seek face-to-face interaction with their financial advisers. This gives rise to the demand for “bionic” advisory, which envisions human advisers assisting clients with high-tech tools.
Asia’s leading wealth management news and event publication interviews our Chief Revenue Officer, David Lee, for an in-depth look at the Privé platform and how the breadth of easily integrated modules make it a unique, scalable solution for institutional clients large and small.
After our successful fintech accelerator participation in Bahrain Cloud C5, our Middle East presence continues to grow. Here, CarterMurray, discuss how our robo-advisory solutions can bring professional wealth management to a wider audience than ever in the Middle East region.
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.
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.
Hong Kong’s latest wealth management news service covers the forthcoming release of a report that ranks Asia’s top robo-advisors and dives in to how the underlying scoring of the academic research works.
A video interview with the Co-Founder of Privé Technologies, Charles Wong, with conversation around how we benefited from the Accenture accelerator program.
An article from a leading Asian financial technology journal, announcing Privé’s selection in to the 2018 accelerator program of DBS in Hong Kong.