Research Note Feb 22 Retail financial services players poised to reap tangible benefits from AI Customer service via chatbots is currently a key focus for AI usage AI in marketing, fraud risk management and automation may deli... 8787
Opinions Feb 22 "Apple's new credit card is just an incremental change that reinforces the dominance of banks in the digital finance space" Behind the Apple digital card is Goldman Sachs Retail. Behind that is MasterCard, and later Visa. Behind those are the other banks accepting the tr... 3688
Research Note Feb 22 Big tech disruptors find dividends of financial services come at a price Chinese tech giants have been forced to definancialise and now see themselves as technology enablers across a range of industries including ... 7537
Current Account Feb 22 Mergers and acquisitions more than tripled in Asia Pacific as China opens up Mainland China and Hong Kong remained top destinations for financial services M&A deals in the Asia Pacific region, followed by India an... 6649
Current Account Feb 22 73 fund managers join Net Zero Initiative https://www.wealthandsociety.com/updates-and-articles/73-fund-managers-join-the-net-zero-initiative-which-represents-32-trillion-of-global-assets... 1572
Current Account Feb 22 Archegos collapse: Perils that lurk beneath an unsupervised family office Credit Suisse incurs losses worth $4.8 billion Family offices flourished in the 2010s to escape SEC regulation Move towa... 19965
Current Account Feb 22 Credit Suisse suffers $4.8 billion loss after Archegos collapse https://www.wealthandsociety.com/updates-and-articles/credit-suisse-suffers-48-billion-loss-after-archegos-investment-fund-collapse... 17523
Current Account Feb 22 Sustainability-linked financing grew 8.5% in 2019 https://www.wealthandsociety.com/updates-and-articles/more-banks-embrace-sustainability-in-supply-chain-financing... 1765
Current Account Feb 22 Digital currencies gain momentum in US and China S&P Dow Jones Indices launched new cryptocurrency indices weeks after Coinbase went public on Nasdaq China's digital RMB accel... 14556
Research Note Feb 22 SCF to take bigger share of sustainability-linked loans that hit $119 B in 2020 https://www.theasianbanker.com/updates-and-articles/scf-to-account-for-more-of-sustainability-linked-lending-valued-at-billion-globally-in-2020... 2658
Opinions Feb 22 Embedded finance brings banks to new frontiers of risks Banks are exposed to asymmetric risk of accountability due to over-dependency on third-party platforms The powers of data and algo... 377
Current Account Feb 22 Countdown to COP26: Are banks green or still grey in the fight against climate change? https://www.wealthandsociety.com/updates-and-articles/countdown-to-cop26:-are-banks-green-or-still-grey-in-the-fight-against-climate-change... 1570
sponsored Feb 22 Unpublished - CCB launches a new index reflecting China’s green bond pricing https://www.wealthandsociety.com/updates-and-articles/ccb-launches-a-new-index-reflecting-china%E2%80%99s-green-bond-pricing... 215
Interview Feb 22 Room to Read’s Wood: “Young women from developing countries see wage increases of up to 20% for every year of education” Wood left a lucrative position as director of business development at Microsoft when he started his campaign to give every child a chance to read a... 5125
Research Note Feb 22 APAC families not ready for succession amid largest wealth transfer in history https://www.theasianbanker.com/updates-and-articles/most-apac-families-not-ready-for-succession-planning-amid-largest-intergenerational-wealth-transfe... 1116
Opinions Feb 22 Why wealth categories matter Wealth classification based on liquid assets About 25,490 persons have fortunes worth $100 million or more Nuanced wealt... 32444
Opinions Feb 22 Pitfalls in ‘people-pleasing’ in wealthy families and financial advisories People-pleasing delays genuinely-needed advice Servile next-gen may be perceived as ineffectual Understanding, evaluatin... 8577
Opinions Feb 22 From handshake to handover: The dynamics of selling family businesses and legacy preservation Selling family business for strategic alliances Emotional triggers and reckoning Legacy considerations ... 3486
Opinions Feb 22 Choosing the right jurisdiction for high-net-worth divorces: A look at Singapore's appeal In a country with a per capita gross domestic product (GDP) of over SGD 114,000 ($83,000) in 2022 and an expone... 3653
Opinions Feb 22 Family office reports fail to address key concerns A general view of global family office reporting scene A closer look on important non-investment facets Intersecting pil... 5091
Current Account Feb 22 US banks confront challenges in shifting commercial real estate dynamics The global commercial real estate (CRE) market is navigating turbulent waters, with US banks at the forefront of challenges stemming fro... 3406
Roundtable Feb 22 Navigating economic headwinds and accelerating transformation in 2025 The global banking sector is entering 2025 amid a landscape of uncertainty and opportunity. The International Monetary Fund (IMF) projects global e... 70
Speeches and Presentations Feb 22 Soul Hitte: "We are building an infrastructure that did not exist before" Here is the trascript: Thank you. It’s a great pleasure to be here. I have to answer all the questions they ... 7035
Interview Feb 22 Ping An Global Voyager’s Lacey: “We are driven by the inexorable convergence of technology and traditional finance” In 2017, Donald Lacey left investment banking after witnessing that deals shifted "inexorably to always have a technology component". He joined Pin... 8388
sponsored Feb 22 AWS Leadership Conversations: Spotlight on Singapore In this first edition, Spotlight on Singapore, we turn to Priscilla Chong, country manager for Amazon Web Services (AWS) Singapore. ... 5126
Interviews Feb 22 Digital Asset scales commercialisation of asset tokenisation and DLT In recent years, the financial sector has undergone a transformation fuelled by asset tokenisation and distributed ledger technology (DLT). Digital... 1445
