All articles by Kuldeep Jha
Kuldeep Jha
Goldman Sachs, Houlihan Lokey lead H1 2026 M&A adviser rankings
Goldman Sachs advised on transactions worth $597.4bn, while Houlihan Lokey led the volume table with 152 deals.
UBS Q2 profit rises to $2.8bn as revenues increase
Global Wealth Management remained the group’s largest business by revenue in the quarter, reporting $7.11bn, up from $6.3bn a year earlier.
J. Stern & Co to merge Swiss operations with bvo capital
After completion, J. Stern & Co. will manage more than $2.8 billion in assets.
Carlyle, Bain in race to buy Wealth Enhancement for $7bn – report
Wealth Enhancement oversees nearly $160bn in client assets.
EQT raises Perpetual bid to about A$2.6bn
Perpetual’s board said it is reviewing the latest approach with its financial and legal advisers.
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Moneta enters UK market through Thomson Tyndall partnership
In the UK, Moneta Global Wealth will operate as an appointed representative of Thomson Tyndall.
Rothschild & Co bolsters UK wealth management team
Samantha Beach joins from Barclays Private Bank, where she spent more than a decade advising wealthy individuals, founders and families across the region.
Hong Kong tax overhaul may attract more fund managers, says KPMG
Under the updated framework, qualifying carried interest and performance fees will face a 0% effective tax rate.
Neo Group raises Rs3.5bn in round led by Peak XV Partners
As of 30 June 2026, the firm managed about Rs1.3tn in total client assets across assets under advice and assets under management.
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.