Privé

Family offices running multi-currency, multi-custodian portfolios across complex ownership structures often find that their technology stack was built for simpler clients. Privé Technologies, founded in 2011 and operating across 16 countries, offers a single platform that covers the full wealth management cycle for family offices: digital onboarding, KYC/AML, portfolio construction, discretionary management, goal-based planning, and consolidated reporting.

The family office module is built around three distinct workflow layers. First, the PrivéAI-go engine optimizes portfolios in real time against family-specific preferences, risk profiles, and market data. Second, the discretionary platform handles model portfolios, multi-asset mandates, and automated rebalancing with audit-ready order management. Third, the reporting layer tracks performance, fees, and retrocessions across all custodians and accounts in one view. Specific capabilities in the family office suite include:

• Digital onboarding with KYC, AML, and investment suitability (Veridate module)
• AI-powered portfolio comparison and construction (PrivéAI-go)
• Strategy management and rebalancing engine for discretionary mandates
• Goal-based wealth planning with shortfall simulation
• Fee and retrocession tracking with audit-ready workflows
• Optional fully managed service via Axial

Privé’s client roster includes Citibank, UOB, Bank of East Asia, and SMBC, which signals that the platform is built for institutional-grade operational requirements rather than boutique family office teams. Offices looking for a lightweight, single-purpose reporting tool will likely find the platform broader than they need. Pricing is not disclosed publicly, and the platform’s primary presence is in Asia-Pacific, with a Munich office serving European clients. Family offices based outside these geographies should verify regional support depth before committing.