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Investing
June 9, 2014
FRIDAY, OCTOBER 26, 2012 | By BRENDAN CONWAYWealthy Choose an ETF Over Buffett’s Berkshire?That’s the gist of Margaret Collins’ story at Bloomberg News this morning: Millionaires would rather own theSPDR S&P 500 ETF (SPY) th...
Investing
June 9, 2014
Rich Choose ETF Over Buffett’s Berkshire in Indexing GainBy Margaret Collins – Oct 26, 2012 U.S. millionaires would rather match the stock market through an exchange-traded index fund than try to beat it usinghigher-fee hedge funds or ...
Investing
June 9, 2014
THURSDAY, JANUARY 24, 2013 ©2013 Dow Jones & Company. All Rights ReservedWhere the Wealthy Are Moving AssetsBy JULIE STEINBERGUltra-high-net-worth investors are shifting moreof their portfolios toward either public or privateequity, accordin...
Investing
June 9, 2014
TIGER 21 Investors Increase Exposure to Public, Private EquitiesFourth quarter report shows fixed income allocation flatJanuary 28, 2013 | By Michael S. FischerUltrawealthy investors have been reallocating their portfolios over the past year, incr...
Investing
June 9, 2014
Ultra-Wealthy Bullish on Equities, For NowBy Tom StabileJanuary 30, 2013Ultra-high-net-worth investors were still favoring equities to kick off 2013, but that bullish approach may not last thewhole year. That’s according to new research from...
Investing
June 9, 2014
PENTAWEDNESDAY, JANUARY 30, 2013 Where the Rich are Investing NowMore than ever, it seems, the rich are following the dictum of mutual-fund legend Peter Lynch: “Invest in whatyou know.” They are increasingly using the industry insights...
Investing
June 9, 2014
Ultra Wealthy Increase Public Equity InvestmentsFebruary 1, 2013 • Karen DeMastersUltra-high-net-worth individuals are regaining confidence in public and private equities, and moving away from hedgefunds. according to a survey of TIGER 21 member...
Investing
June 9, 2014
BIG NAMES EXPLAIN OUTLOOK AT TIGER 21 EVENTStaff / February 14, 2013Over a three-day period, during which the Dow Jones Industrial Average reached 14,000, Members of TIGER 21gathered for their Annual Conference to discuss investment strategies, op...
Investing
June 9, 2014
THE NEW YORK TIMES, FRIDAY, FEBRUARY 22, 2013Reasons to Avoid Buying Stocks, and Why You Should Ignore ThemBy PAUL SULLIVANTHERE are always reasons not to buy stocks. Investors maythink the Dow Jones industrial average is too high, as was thecase ...
Investing
June 9, 2014
EXPERT’S PODIUMTaxes, inflation and growth all heading up: wealth conferenceThane StennerPublished Thursday, Mar. 14, 2013The third annual global TIGER 21 conference was held in Palm Beach, Florida last month. It was attended byalmost 400 hi...
Investing
June 9, 2014
WEDNESDAY, APRIL 17, 2013 ©2013 Dow Jones & Company. All Rights ReservedPiling Into Private EquityBy JULIE STEINBERGSome ultra-high-net-worth investors are putting more of their assets into private equity, according to a new survey.The asset...
Investing
June 9, 2014
TIGER 21 Members Still Keen On Private Equity; Increase HoldingsHarriet DaviesEditor – Family Wealth Report17 April 2013Ultra high net worth individuals in the exclusive TIGER 21 club have been ramping up their private equityallocations in r...
