07/19/2019

FNZ Acquires Wealth Management Software Firm

The significant acquisition consolidates the combined FNZ-JHC group’s position as the most reliable and trusted technology provider to the UK wealth management and broking platform sector

07/19/2019

Ping An-Backed Wealth Manager Exits P2P Lending

This includes the reporting of the flow of funds between various parties and accounts, online deposits and having an accounting system with well-defined and standardized fund deposit clearing.

07/19/2019

Ping An-Backed Wealth Manager Exits P2P Lending

Lufax, formerly Shanghai Lujiazui International Financial Asset Exchange, is valued at about $39.4 billion and Ping An Insurance was reportedly seeking to buy back $12 billion in shares in June, signaling confidence.

07/18/2019

Swiss Firm Seeks Wealth Disruption

The company doesn't want to be known as a robo adviser: Dufour is a digital wealth manager, the trio insists, whose digital investment capabilities include thorough and personal advice process.