Wealth and Asset Management
Paul Hodes on Privé Technologies’ FinTech Solutions for the Future World of Wealth Management
FinTech Privé Technologies was founded in Hong Kong 14 years ago by ex-JP Morgan executives Charles Wong and Julian Schillinger, focusing originally on developing technology solutions for banks and wealth management firms targeting affluent and HNW clients. Their core offerings were tools for portfolio analytics, client onboarding including suitability checks,…
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