Privé Wealth Management Platform

Privé Technologies is a Hong Kong-based wealthtech provider serving retail banks, private banks, insurers, family offices and asset managers across Asia and Europe. It helps institutions digitise advisory, portfolio management and reporting that are still run on spreadsheets and disconnected systems.

Its unified platform covers digital onboarding and risk profiling, AI portfolio construction (Privé AI-go), goal-based planning, product comparison, structured products, order management, rebalancing, fees and retrocessions, monitoring and reporting. Relationship managers get PrivéAI Insights and sales dashboards, and the platform supports robo-advisory, advisory, discretionary and ILAS journeys, with an API portal for developers. Client logos include Citibank, UOB, Generali, Bank of East Asia, SMBC Nikko Securities and Baader Bank.

• Digital onboarding: Captures client data, risk profile and preferences online.
• AI portfolio construction: Builds and optimises portfolios with Privé AI-go.
• Goal-based planning: Models client goals and investment strategies.
• Order management and rebalancing: Executes and rebalances portfolios with fee and retrocession tracking.
• PrivéAI Insights: Gives relationship managers AI-driven insights and sales dashboards.
• Monitoring and reporting: Tracks portfolios and produces client reports.

A Vietnamese bank can equip its priority banking relationship managers with portfolio proposals and suitability checks. A securities company can launch a robo-advisory service for mass-affluent clients. A life insurer can digitise sales of investment-linked products.

Relationship managers can build and compare portfolios, prepare proposals and execute orders on one platform instead of several tools. AI insights and next-best-offer suggestions help advisers identify suitable products such as structured notes for each client. The company reports more than 100 projects delivered for institutions across 16 countries.

The number of affluent and high-net-worth individuals in Southeast Asia is growing, and banks are expanding priority and private banking services to serve them. Regulators expect documented suitability assessments, pushing institutions to adopt digital advisory platforms with AI support for relationship managers.

Operated from Sheung Wan, Hong Kong, with offices in Singapore, Taipei and Munich and a Vienna entity, Privé Services Europe GmbH. Reports 14 years of operation, more than 90 awards and U.S.-patented AI technology. Jonathan Larsen joined the board in April 2026.