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Privé Technologies: Digitalization of Asset Management Services in Hong Kong
內容大綱
There has been a growing interest in fintech companies in recent years. The case describes how Privé Technologies has grown from a fintech startup to gain a firm foothold in Hong Kong and become a leading innovator in the financial and wealth management industries. The company was co-founded by Charles Wong and Julian Schillinger in 2011. The company uses modules similar to Lego building blocks to enable financial institutions to meet their customers' needs throughout the wealth management process, from customer onboarding, portfolio construction and recommendation to portfolio reporting and execution. With more than 100 staff and 6 offices in Asia and Europe, Privé has served over 60 financial institutions and its system has been used by over 3,000 financial advisors. This case study sheds light on how a fintech startup in Hong Kong can cope with different challenges and how to search and grasp growth opportunities and sell their products and services effectively.