Big Investor Ramps Up on UBS

UBS has a new big investor. The shareholder is well-known and recently dropped its investment in Credit Suisse.


Truman Wealth Advisors joins Equita platform

Because Equita was created by women business owners whose individual financial planning firms are also on the platform, I was confident that outstanding resources were chosen.


Citi Private Bank Eyes Bigger Share in India

Puneet had held various senior roles at Citi’s Global Consumer Banking business in India, including Business Development for Citigold and Citibusiness, and Head of Consumer India Strategy.