Privé delivers a single platform to consolidate assets, hyper-personalise strategies, and manage wealth across generations.
Manage public and private investments, multi-currency portfolios, and cross-border assets from a single, integrated system. Our tools consolidate strategy, execution, and reporting for every client.
Track holdings, cashflows, and performance across multiple accounts, custodians, and asset classes. Privé’s platform handles the operational complexity so you can focus on client relationships.
PrivéAI-go® optimizes portfolios in seconds using real-time market data, risk analytics, and family-specific investment preferences. Compare strategies, model outcomes, and adapt instantly to market shifts.
Automate rebalancing, trade routing, and allocation workflows with precision. Privé ensures every process is audit-ready and integrates seamlessly with custodians and brokers.
Track performance, fees, and retrocessions in real-time. Our reporting tools simplify oversight, ensure compliance, giving family stakeholders a comprehensive and accurate view of their wealth.
Privé's tools are flexible, scalable, and built for peak performance. Our solutions are curated just for Family Offices:
Digitize your client onboarding process with KYC, AML, risk profiling, and investment suitability. Personalized and compliant from day one.
Simplify risk profiling, portfolio optimisation, and proposal creation with a unified platform.
For family offices running model portfolios, multi-asset mandates, or centralized investment strategies.
Simulate real-world financial goals and map them to tailored investment strategies automatically. Our tools evaluate performance, highlight shortfalls, and generate strategies built around each client’s goals.
Bring clarity and control to your reporting. Privé’s tools can deliver transparency across portfolios, fees, performance, and retrocessions.
Success story description