News, Comment & Analysis results for ERI
From The Editor's Chair: Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth – 2025 In Review
The editor casts his eye back at the past 12 months to highlight significant themes and
Most Interesting Questions For 2026
We gaze into the crystal ball for the main likely trends for the coming 12 months, and also take
Orbital Satellite Financing – A Look At Investment Opportunities
While a complex and challenging field in some ways, investing in space satellites is also an
Widening Private Market Access And Demand For Alpha – Implications For Fees
We talk to the founder and CEO of a four-year-old fintech that works with RIAs, family offices and
Former Citi Private Bank Global Head Joins HSBC
The new CEO of the private banking arm of HSBC had been at Citigroup since 2007 in a variety of
The Most Impactful Newsmakers Of 2025
Our US correspondent looks at the people and firms that made some of the most significant news
What's New In Investments, Funds? – CAZ Investments
The latest news in investment offerings, financial products and other services relevant to wealth
Who's Moving Where In Wealth Management? – CBIZ, Fiduciary Trust Company, Others
The latest moves, appointments, personnel changes in North American wealth management.
Creative Planning Reportedly Acquires UK-Based Maseco
Two firms of contrasting size and scope, that both cater to international clients such as US
Summary Of North American Wealth Management Senior Moves – November 2025
A summary of wealth management moves for the North American market during November.
Comment & Analysis results for ERI
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and
Miami’s Lucrative Latin American Market: Ample Opportunity, Proceed With Caution
Our US correspondent examines Miami's status as an international wealth hub, and the kind of
Riding The Southeast's Wealth Ascent At Bank Of America Private Bank
As shown by a number of high-profile hires, the private banking arm of Bank of America continues to
The Client Experience Is The New Holy Grail
Attending a Morningstar conference in Chicago, our US correspondent hears comments about how wealth
HNW Americans Smile On "Golden Visas" – And What's Next
A marker for globalization and the degree of unfettered movement that people enjoy, the market for
Reviewing "Center for Art Law Report on Anti-Money Laundering and Art"
With implications for the global market, a new guide to the world of fine art and anti-money
CAF American Donor Fund Explains Transatlantic Philanthropy Model
A donor-advised fund that gives a dual-qualified solution for UK and US clients has spoken to this
EXCLUSIVE: Europe And North America – Single Family Offices Compared
The extended coverage of single family offices on the database of Highworth Research – an