All articles by Kuldeep Jha
Kuldeep Jha
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.
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.
Bank of England updates bank failure playbook after US regulator’s nod
A key addition is an alternative bail-in approach where affected creditors receive non-transferable contingent beneficial interests.
Bill Ackman in talks on new Pershing Square ‘asymmetric’ strategy
The reported discussions also coincide with Ackman’s preparations to take his hedge fund management company public.
Morgan Stanley Investment Management rolls out bitcoin-tracking ETP
MSBT will track bitcoin as measured by the CoinDesk Bitcoin Benchmark 4PM NY Settlement Rate.