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Privé rolls out first digitized portfolio management module in Asia for Citibank

Privé, an industry-recognized leader of FinTech solutions for wealth management, is proud to announce the successful roll out of its portfolio management module for use on Citibank’s Citigold Private Client platform in multiple Asian markets, including Hong Kong, Singapore, Taiwan and Korea. This customizable module that Privé offers to financial institutions digitizes portfolio management and provides comprehensive investment analytics reports, while offering a dynamic way to engage clients.

The Chief Executive Officer of Privé, Charles Wong, commented, “We are very pleased to have been selected by Citibank to successfully provide cutting-edge technology that provides a richer level of personal advisory through delivering multiple digital touch-points for their clients.”

Citibank, Citi’s global consumer banking business, offers retail banking, wealth management, insurance and credit cards to over 15 million consumer clients in Asia Pacific across 12 markets. In 2016, Citibank was named best Consumer Bank in Asia by AsianInvestor Magazine.


Privé Managers is a modular solution for the wealth management industry and comprises five state-of-the-art modules powered by its bionic advisory engine, which are wealth planning, risk profiling, investment exploration, algorithmic optimization and personal reporting. Privé serves a range of wealth management clients across Asia and Europe, including external asset managers, multi-family offices, insurance companies and banks by offering a wide range of connectivity options to custodial and distribution platforms. To learn more about Privé Managers please visit us on or

Privé Managers Limited
Corporate Communications Department
Suite 813-814, Cyberport 1
100 Cyberport Road
Hong Kong

Tel: 852 3157 1234
Email: [email protected]

This press release is for information purposes only.

Some of the statements in this press release may be forward-looking statements or statements of future expectations based on currently available information. Such statements are naturally subject to risks and uncertainties. Factors such as the development of general economic conditions, future market conditions, unusual catastrophic loss events, changes in the capital markets and other circumstances may cause the actual events or results to be materially different from those anticipated by such statements. Privé does not make any representation or warranty, express or implied, as to the accuracy, completeness or updated status of such statements. Therefore, in no case whatsoever will Privé and its affiliate companies be liable to anyone for any decision made or action taken in conjunction with the information and/or statements in this press release or for any related damages.

Privé assumes no obligation to update any information contained herein.

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