All articles by Kuldeep Jha

Team to acquire Epic investment mandates and Epic Guernsey business

The company said the mandates are mainly multi-asset, fund-based and discretionary, and fit with its current investment approach.

UBS executive vice chair Ros L’Esperance to leave at month-end

L’Esperance joined UBS in 2014. Before that, she held the role of head of global corporate finance at Lehman Brothers.

JPMorgan sets up dedicated private capital advisory unit

The group will be led globally by Keith Canton, who has headed the Americas Equity Capital Markets team for the past three years.

Oxfam urges higher taxes on billionaires as report shows record $18.3tn in wealth

The organisation says billionaire fortunes have risen by 81% since 2020.

UBS warns Swiss capital plan risks competitiveness and shareholder value

The bank estimated the plan would increase its capital needs by about $23–24bn, mainly through additional Common Equity Tier 1 capital.

UBS appoints fixed income chief for emerging markets and Asia Pacific

French firm Wendel to set up asset management venture

Floreat Group launches investment services in Cayman Islands

Evelyn Partners names new charity business development chief

India’s Waterfield unveils exclusive wealth advisory service for women