All articles by Kuldeep Jha
Kuldeep Jha
HSBC Private Bank and Premier Wealth gets new Asia CIO
Desmond Kuang is currently CIO, China, and interim head of wealth and premier solutions, China.
Switzerland softens UBS capital push, but still points to $20bn extra buffers
UBS said it “strongly disagree” with the package, describing it as “extreme”, lacking international alignment.
Zurich UK unit sets up UHNW-focused support service for advisers
Alongside the service launch, the company has also introduced a wealth protection website hub and a technical guide.
US regulators seek to ease reporting load for private funds
SEC and CFTC propose raising the reporting threshold from $150m in private fund assets under management to $1bn.
Waterloo Capital takes equity stake in Allied Portfolio Management
Alongside the acquisition, the firm is recruiting financial advisors to join its team in the Tucson and Scottsdale markets.
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Servicing fees from private funds topped $2bn for advisers, FT analysis
Blackstone paid the most in servicing fees and commissions in the FT’s review.
Schroders shareholders approve £9.9bn sale to Nuveen
At a general meeting in London, 99.9% of votes cast backed the takeover, comfortably above the 75% approval threshold.
Rothschild & Co names new investments head for UK wealth arm
Most recently, she was head of equities at Fidelity, where she led the firm’s Europe-based portfolio management team.
EU reportedly preparing “biggest relaxation” of merger rules in decades
The Commission plans to place greater weight on “innovation, investment and resilience of the internal market” when deciding whether to clear corporate deals.
Perella Weinberg to buy UK advisory boutique Gleacher Shacklock
Gleacher Shacklock serves corporates, financial sponsors, sovereign wealth funds and institutions across multiple sectors.