Privé Technologies Migrates Key Wealth Management Functionalities to the AWS Cloud


Privé Technologies (Privé), a global fintech firm specialising in wealth and asset management transformations, is pleased to be engaged by its B2B clients in their digital transformation program. 

Working jointly with such clients, Privé has helped modernise their asset and wealth management processes by establishing a new cloud based backend system. As part of the engagement, Privé has migrated key functionalities relating to wealth management to the AWS Cloud.

Using technologies offered by AWS, Privé believes that this will allow its B2B clients to make changes to an application within minutes and building multiple versions of the application per business day without downtime.

Cloud adoption and application modernisation are elements of digital transformation programs instituted by financial institutions. The program will enable the bank to better serve its global customer base through increased agility, innovation, and cost effectiveness. Privé has helped its B2B clients in their adoption modern application development methods, including continuous delivery and rolling immutable infrastructure to enable high velocity application updates. 

Using technologies offered by AWS, Privé believes that this will allow its B2B clients to make changes to an application within minutes and building multiple versions of the application per business day without downtime.

Privé Technologies Speaks at Singapore Fintech Festival 2019

On 12 November 2019, our CEO & Co-Founder, Charles Wong was invited to speak at one of Singapore’s most anticipated fintech events – the Singapore Fintech Festival x SWITCH 2019. During the panel discussion “From Start Up to Scale Up” hosted by UOB, Charles was joined with other panelists including Kelvin Teo, Chairman & Group CEO of Funding Societies; Reuben Lai, Senior Managing Director of Grab Financial Services; as well as moderator Wanyi Yong, Fintech Leader of PwC Singapore.

And if you look at customers’ responses; they’d say how they want an institution that knows what they want – not just issues on their wealth, but also how to help them become healthier and happier.

- Charles Wong

Highlighting the trends and challenges that ASEAN companies might face, Charles commented: “One of the key trends that banks and financial institutions within the region are seeing is how to not only be a better bank – but the discussion is how they can proactively help their customers to lead a better life.

“And if you look at customers’ responses; they’d say how they want an institution that knows what they want – not just issues on their wealth, but also how to help them become healthier and happier.”

Hong Kong Monetary Authority interviews Privé Technologies


Vibrant, diverse and efficient – it’s clear that Hong Kong embraces fintech and is ramping up to be a world-class fintech hub. With that said, we are proud to be part of this exciting landscape and to have shared our thoughts with Hong Kong Monetary Authority (HKMA) in a recent interview. 

Honoured to be placed amongst leading industry players such as FinTech Association of Hong Kong, Hong Kong Exchanges and Clearing Limited (HKEX) and Invest Hong Kong, check out the video below to hear what Julian Schillinger, Co-Founder & CEO at  Privé Technologies has to say on why Hong Kong is an ideal place for fintechs!

Hong Kong is the regional hub and it allows to hire the best people through its diverse culture. It’s a well regulated international booking centre and a gateway to China. 

- Julian Schillinger, Co-Founder & CEO

Privé Technologies selected as finalist at Jumpstarter

Newsletter, Events, Prive Technologies

On 31 October 2019, Privé Technologies were selected to pitch our business ideas at the Jumpstarter event. A not-for-profit initiative curated by Alibaba Entrepreneurs Fund, Jumpstarter provides a platform for entrepreneurs to jump start their dreams in Hong Kong. It is also a first-of-its-kind startup event focused exclusively on showcasing quality startups and providing high-impact networking opportunities.

As the only team from the fintech industry, we were proud to present on stage to the panel of judges including investors from international enterprises, investment directors of Alibaba Entrepreneurs Fund, senior executives of Alibaba Group, established entrepreneurs, as well as key incubators and accelerators.

Attending the pitch, David Lee, Senior Partner commented: “With technology driving businesses of tomorrow (and at the core of any fintech company), we are driven to build an end-to-end digitalised solution and provide an innovative private banking service to our clients.”

With technology driving businesses of tomorrow (and at the core of any fintech company), we are driven to build an end-to-end digitalised solution and provide an innovative private banking service to our clients.”

With that said, we were selected as a finalist to pitch at the Grand Finale in 2020. We will be judged on innovation and industry disruption (20%), market potential and business model (20%), team background and strengths (20%), traction and further development plan (20%), and social impact and Hong Kong Nexus (20%).

Fresh Updates on The Platform

The Privé platform has always been built to cater to your business needs, which is why we are truly thankful for all the thoughtful client feedback that have been shared with us over the years.

We’d just like to say… we hear you and we would like to announce some updates that are coming your way:

New Navigation UX

Introducing a new navigation UX, the platform now provides greater value with a client or account-driven user journey across the platform. Rather than being module-driven, the new upgraded side panel navigation has been aimed to maximise efficiency.

Clean New Look

Showing off a cleaner design, the platform has been given a fresh facelift! Some of the changes you will notice might include new modern icons, better illustrations and a seamless design language.

Revamped Portfolio Reporting Tool

When time is of essence, we aim to help you make the most out of it. With an improved data processing speed and interface, benefit from better efficiency with intuitive features and rapid data execution.

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 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 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. 

Hive Up Acquisition and New Hire

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.  

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