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"There are three principal ways to lose money: wine, women and engineers. While the first two are more pleasant, the third is by far the more certain", famously said baron Edmond James de Rothschild.

Wells Fargo's Investment Institute offers a glance on key themes in the Investment Industry for 2016.

What is the single most critical factor wealth managers must change about their service in the next 12 months? Improve operational effiency 30% Improve technological iterations (eg web, app, email, ...

At almost 79, Ratan Naval Tata is donning the captain’s cap again at the $108 billion Tata Group. He’s back at his Bombay House corner office at group headquarters, taking daily calls on operations. After four years of retirement, the ...

As the reality of a Donald Trump presidency sinks in with the world's markets, financial professionals and economic groups are choosing to look at the stimulus that could result from the election of the real estate developer turned reality show star.

With billionaire president-elect Donald Trump in the White House, we may be about to witness a revival of bling. Trump has promised to lower taxes on the wealthy, giving them more to spend on everything from Apples (iPad) to zircon ...

Paolo Sironi, thought leader for IBM in wealth management, talks about robot financial advisors and how they could make personal finance--from retirement planning to saving for college or a vacation--more engaging. 

With great wealth comes a burden of keeping it. Last year, the net worth of 1,400 billionaires worldwide that are being tracked in a study declined for the first time in a decade—to $5.1 trillion. And while 210 people rose ...

Corporate compliance and due diligence headaches may be easing, as a number of new services have been launched to help companies screen suppliers against global sanctions lists. Ever-increasing regulatory requirements, including broader monitoring and compliance obligations, and ever-changing sanctions and ...

One message comes quite clearly out of Sibos in Geneva this year: fintech companies and financial institutions are re-thinking their relationships. And in general both sides are ready to consider different models of collaboration and coexistence. Few possibilities are excluded. ...

​At Sibos in Geneva, financial technology, or fintech (blockchain, artificial intelligence, machine learning), was present in almost every conference presentation and workshop. And even in those sessions that didn’t directly reference it, one felt a sense that banking in particular ...

The term 'financial inclusion' is often equated with the working poor in developing countries. But if the term is thought of more broadly as referring to those that have limited or restricted access to financial services such as loans and ...

This year, Innotribe, the Swift initiative long known for launching fintech start-ups around the globe, changed gears. Rather than running its incubators and challenges throughout the globe, it focused on two emerging fintech hubs: Latin America and Africa. That opened ...

The strong growth in digital payment transactions highlighted in the recently released World Payments Report 2016 from management consultant Capgemini and banking group BNP Paribas is good news, but it’s more than that. This growth, particularly in the emerging markets, ...

Use cases for blockchain technology are rapidly being developed and tested throughout the financial services industry—and beyond—from the Australian Securities Exchange to payments infrastructure providers. But perhaps one of the most compelling areas where blockchain could truly redefine financial services ...

At its annual Sibos customer conference in Geneva next week, the Brussels-based financial messaging network, SWIFT, will seek to reassure its 11,000-strong member banks and securities organizations that it is doing everything within its power to minimize the threat of ...

Many think of it as the Olympics of banking technology or transaction banking, but while Sibos is a huge gathering of major competitors from all over the world, there are no games. Launched in 1973 with a few hundred attendees ...

Private bankers looking to grow in Asia are investing heavily in innovation to stave off disruption, at the same time firms are also turning to technology to tackle more fundamental issues in the industry.

The wealthy in Asia are ramping up their exposure to infrastructure investments, in a move that illustrates how disappointing returns from traditional asset classes are pushing yield-desperate investors into some of the most illiquid strategies.

While Asia recently pulled ahead of the West as home to wealthy individuals, some private banks are pulling out, leaving the field to nimble local rivals and committed global Goliaths.