Founded in 2011, Privé Financial Limited is an innovative financial services company incorporated in Hong Kong. Led by an experienced team with over 50 years of experience in the investment banking industry, Privé Financial is on the mission of providing cutting edge investment solutions to investors - both to the mass affluent and directly to institutions through a tailored consultative service.
Privé Financial provides a variety of financial services through its award-winning Privé Managers platform - an integrated wealth management, product creation, wealth planning and client relationship management platform that brings the client, advisor and the investment manager into one ecosystem. Privé Financial is a licensed corporation permitted to carry on Type 1 (dealing in securities) regulated activities under the SFO.
MEET OUR TEAM
Privé Financial Ltd. is led by a team of former Investment Bankers from JPMorgan
Co-Founder and Chief Executive Officer
Charles Wong, who is the CEO and a co-founder, graduated with a Bachelor of Science in Electrical Engineering and a Master's degree in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology. After graduation he joined JPMorgan, where he became a Managing Director responsible for running the Asian structured products desk.
Co-Founder and Chief Technology Officer
Julian Schillinger, who is the CTO and a co-founder, is a graduate of the University of Regensburg, Germany where he majored in business computer science. Prior to co-founding Privé, Julian worked at JPMorgan in Asia, where he led product development for quantitative indices and gained in-depth experience in product placement of alternative investment products. Prior to that, Julian was the founder and CEO of a company specializing in software development.
Steve Tsu-Wei Yang
CFA, Partner and Director of Privé Taiwan Office
Steve Tsu-Wei Yang, who is Chartered Financial Analyst, Partner and Director of Privé Taiwan Office, holds a MBA from Haas School of Business, University of California, Berkeley. Prior to joining Privé, Steve was former Head of Greater China Sales at Commerzbank AG with previous senior positions at Citigroup, JPMorgan and Deutsche Bank.