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Wealth Management in 2018 – David Lee

Wealth Management in 2018 – David Lee

“Next generation technologies, for wealth management, will be AI and data aggregation. There’s 3 keywords: SaaS, DaaS, API” David Lee from Prive Managers shares with us the key 2018 insights for wealth management. Don’t stay behind, check out how it was at the KPMG x DIT FinTech Awards!


KPMG is a global network of professional services firms providing Audit, Tax and Advisory services. They operate in 152 countries and regions, and have 189,000 people working in member firms around the world. The independent member firms of the KPMG network are affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. Each KPMG firm is a legally distinct and separate entity and describes itself as such.


DIT helps UK-based companies succeed in the global economy. We also help overseas companies bring their high-quality investment to the UK’s dynamic economy. DIT offers expertise and contacts through its extensive network of specialists in the UK, and in British embassies and other diplomatic offices around the world. We provide companies with the tools they require to be competitive on the world stage.


The DIT Hong Kong FinTech Awards offer businesses an exciting opportunity to explore one of the world’s leading FinTech eco-systems in the UK and get connected to potential clients, peers and investors. The Awards aim to promote the UK as an attractive location for Hong Kong’s FinTech companies to invest in whilst providing a fertile environment for local start-ups and entrepreneurs.


Privé Managers is an innovative financial services start-up located in Hong Kong. Led by an experienced team with over 30 years of experience in the investment banking industry, Privé Managers is on the mission of providing cutting edge investment solutions to investors. Their online platform provides a comprehensive set of wealth management, asset allocation, and product structuring tools.

Event: KPMG x Department of International Trade “DIT FinTech competition”, 2017
Location: KPMG, Causeway Bay, Hong Kong
Speaker: David Lee, Managing Director at Prive Managers
Video Journalist: Anson Bailey (Special correspondent from KPMG)

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