Home News Investments Enhancing Portfolio Management and Client Retention | Wealth Professional

Enhancing Portfolio Management and Client Retention | Wealth Professional

Author

Jennifer Shraim

Published On

October 19, 2023

Published In

Investments, Press Article

Share on Social

TIGER 21 Member Marcus New, who is the Founder and CEO of InvestX Capital, was recently featured in Wealth Professional Canada Magazine, discussing the increasing importance of diverse product selection and private equity exposure for portfolio managers aiming to retain clients amid choppy waters. He highlighted TIGER 21’s Asset Allocation Report, revealing the current investment behavior of ultra-high-net-worth Members, including how they are channeling their investments into private equity.

Read the full article here.

About TIGER 21

TIGER 21 is an exclusive global community of ultra-high-net-worth entrepreneurs, investors, and executives.

Explore the TIGER 21 Member Experience
Tags
News

  • By submitting this form, you consent to receive marketing emails from TIGER 21 relating to content and events that may be of interest to you. You may unsubscribe at any time by following the instructions listed in any marketing email you receive from TIGER 21.

  • This field is for validation purposes and should be left unchanged.

Related Articles

View All News

Press Release

December 9, 2024
The Art of Reinvention: Insights from TIGER 21 Chair Ena Hull on The Jasmine Star Show

Press Article

December 6, 2024
Think Bigger | TIGER 21 Founder’s Book Highlighted on YourStory

Press Article

November 4, 2024
A New Era for Family Offices | TIGER 21 Founder Profile in Crain Currency 

Press Article

October 24, 2024
Top 12 Podcasts for CEOs: “NEXT with TIGER 21” Podcast Featured in Entrepreneur Magazine 

Investments

October 17, 2024
Where the Ultra-Wealthy Are Investing Right Now | TIGER 21 Founder in Henley & Partners Centi-Millionaire Report 

Lifestyle & Travel

October 7, 2024
The Silent Struggle: Mental Health for Leaders from Tampa Bay TIGER 21 Chair

Investments

September 20, 2024
NVIDIA and AI – Market Hype vs Reality: TIGER 21 Founder Michael Sonnenfeldt on NPR 

Press Release

September 20, 2024
Exploring Legacy, Leadership, and Loneliness at the Top | TIGER 21 Chair on Lay of The Land Podcast

Press Release

September 9, 2024
Career Advice to AI Innovation: Newport Beach TIGER 21 Chair Ena Hull on Critical Mass Business Talk Show

Press Release

August 26, 2024
Understanding the Needs of Ultra-High-Net-Worth Clients | TIGER 21 Chair on Top Advisor Podcast
View All News