Enhancing Portfolio Management and Client Retention | Wealth Professional

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.
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Looking ahead at 2025, the world’s ultra-high-net-worth individuals and family offices remain optimistic, doubling down on key investment sectors such as stocks in developed markets, private equity, and real estate to outperform inflation in a recent Barron’s article by Senior Writer Abby Schultz. While inflationary pressures and geopolitical uncertainties linger, investors are positioning their portfolios for long-term growth, driven by innovation and a willingness to navigate private mark...
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