News, Comment & Analysis results for FIS

Investment Strategies
April 10, 2026

“Accelerating” AI, Private Credit, Secondaries And Direct Investments – FWR Forum

Our US correspondent attended the FWR Family Office Forum in Manhattan to hear views from industry

Tax
April 7, 2026

Estate Tax Overhaul Alert: How S 4196 Could Reshape HNW Wealth Transfer Planning

A regular author in these pages explains an important proposed piece of US legislation that

People Moves
March 30, 2026

Who's Moving Where In Wealth Management? – Raymond James, Amplify Technology

The latest moves, appointments and personnel changes in wealth management in North America.

Investment Strategies
March 25, 2026

Wealth Managers Assess Trump’s Postponement Of Military Action

After US stock and bond markets bounced, and oil prices fell on Monday when US President Donald

Investment Strategies
March 20, 2026

Middle East Conflict Causes Central Banks To Hold Rates

After central banks kept interest rates unchanged this week, wealth managers discuss the impact on

Investment Strategies
March 20, 2026

JP Morgan Private Bank Highlights Singapore Equity Market Benefits

Weiheng Chen, global investment strategist at JP Morgan Private Bank, explores how the Singapore

People Moves
March 19, 2026

Who's Moving Where In Wealth Management? – RBC WM, Raymond James

The latest moves, appointments and personnel changes in North American wealth management.

Investment Strategies
March 19, 2026

HSBC Private Bank Positive On US, Asian Equities In Q2 2026

HSBC Private Bank has released its outlook for the second quarter of 2026 entitled “Changing

Investment Strategies
March 17, 2026

EXCLUSIVE: French Investment House Overweight US, Eyes Opportunities In Japan

Paris-based asset manager Ossiam, which focuses heavily on exchange-traded funds , discusses its

Wealth Strategies
March 13, 2026

Liquidity: The Quiet Guardian Of Generational Empires

The author of this article argues that families who master the distinction between money and wealth

Comment & Analysis results for FIS