12/06/2018

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.

12/05/2018

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.

12/05/2018

Santander launches Private Wealth

New global initiative will offer bespoke services to ultra-high net worth clients thanks to Santander´s international footprint

12/04/2018

UBS as a White Knight?

The bank, Switzerland's largest, was already raised in connection with a tie-up with Deutsche Bank last autumn.