The All-in-One Solution for Family Offices

You shape multi-generational wealth. Our platform makes managing it effortless.
Privé delivers a single platform to consolidate assets, hyper-personalise strategies, and manage wealth across generations.

Why Family Offices Choose Privé

Centralised Wealth Management. One Platform.

Manage public and private investments, multi-currency portfolios, and cross-border assets from a single, integrated system. Our tools consolidate strategy, execution, and reporting for every client.

Built for Complex Ownership Structures.

Track holdings, cashflows, and performance across multiple accounts, custodians, and asset classes. Privé’s platform handles the operational complexity so you can focus on client relationships.

Smarter Decisions. Powered by AI.

PrivéAI-go® optimizes portfolios in seconds using real-time market data, risk analytics, and family-specific investment preferences. Compare strategies, model outcomes, and adapt instantly to market shifts.

Automated Processes. Reliable Execution.

Automate rebalancing, trade routing, and allocation workflows with precision. Privé ensures every process is audit-ready and integrates seamlessly with custodians and brokers.

Full Transparency. Detailed Oversight.

Track performance, fees, and retrocessions in real-time. Our reporting tools simplify oversight, ensure compliance, giving family stakeholders a comprehensive and accurate view of their wealth.

Family Offices’ Solution Suite

Privé's tools are flexible, scalable, and built for peak performance. Our solutions are curated just for Family Offices:

Onboarding & Client Profiling

— Faster onboarding. Smarter Insights.

Digitize your client onboarding process with KYC, AML, risk profiling, and investment suitability. Personalized and compliant from day one.

  • Digital Onboarding (Veridate)
  • Risk Profiling & Preferences Intake (Privé Flex)
  • A.I. Portfolio Match & Proposal (Privé Flex + PrivéAI-go®)

Advisory Platform

— Guided journeys. Intelligent advice.

Simplify risk profiling, portfolio optimisation, and proposal creation with a unified platform.

  • Portfolio Proposal Engine
  • Investment Strategies
  • Portfolio Comparison
  • Risk Profiling + Preferences Intake
  • A.I. Portfolio Comparison & Construction (PrivéAI-go®)
  • Digital Proposal Generation
  • Optional add-on functionality: Order Management, Reporting

Discretionary Platform

— Automate intelligently. Scale confidently.

For family offices running model portfolios, multi-asset mandates, or centralized investment strategies.

  • Strategy Management
  • Portfolio Monitoring
  • Rebalancing Engine
  • Order Management
  • Portfolio Management
  • Structured Products (optional)
  • Reporting & Oversight
  • Optional add-on functionality: Fully Managed Service (via Axial)

Goal-Based Planning

— Simulate Changes. Plan for Real Goals.

Simulate real-world financial goals and map them to tailored investment strategies automatically. Our tools evaluate performance, highlight shortfalls, and generate strategies built around each client’s goals.

  • Goal-Based Wealth Planning
  • Portfolio Comparison
  • Investment Strategies (Optional)

Reporting & Oversight

— Turn data into decisions.

Bring clarity and control to your reporting. Privé’s tools can deliver transparency across portfolios, fees, performance, and retrocessions.

  • Reporting & Analytics
  • Fee & Retrocession Tracking
  • Audit-Ready Workflows

The future of asset & wealth
management isn’t coming, it’s here.

Let us bring you there.
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