All articles by Kuldeep Jha
Kuldeep Jha
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.
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.
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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.
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.