All articles by Kuldeep Jha
Kuldeep Jha
Schroders Wealth Management makes senior leadership changes
Grace Lavelle has been appointed CIO, while Caspar Rock, who has held the role for the past decade, will become vice chair of Schroders Wealth Management.
Moneybox lines up £45m employee share sale at £800m valuation
The UK digital wealth management platform now serves more than 1.9 million customers and has over £23bn in assets under administration.
Standard Chartered to add BlackRock’s Aladdin Wealth to advisory platform
The integration will take place through the bank’s myWealth Advisor platform, which is used by relationship managers and investment advisers.
Anthos Fund & Asset Management appoints new CEO
Ronald Wuijster will succeed Jacco Maters, who is stepping down after eight years in the role.
MSCI and UBS team up to push for greater transparency in private markets
The platform combines fund discovery, portfolio management, analytics and benchmarking tools within a single system.
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Interview: Citi’s Andrew James on private markets, portfolio resilience and long-term wealth creation
In an interview with Kuldeep Jha, Andrew James, the head of Citi Global Wealth at Work International shares insights on capital preservation strategies to hedge against geopolitical uncertainty and outlines the asset classes poised to benefit from the AI boom.
Bank of England to relax leverage rules for UK banks
The central bank said the change would lower the overall ratio by about 0.2 percentage points of UK banks’ assets.
Schroders to sell Benchmark to Söderberg & Partners
The company’s wealth management business will now be centred on Cazenove Capital in the UK and on Schroders Wealth Management in international markets.
DWS appoints JB Park to lead alternatives client coverage in Asia Pacific
In the role, he will oversee the delivery of DWS’s alternatives investment offerings to clients across the Asia Pacific region.
J. Safra Sarasin to buy remaining Saxo Bank stake
Once the transaction is completed, Bank J. Safra Sarasin will own 100% of Saxo Holding and, indirectly, Saxo Bank.