Enhancing Portfolio Management and Client Retention | Wealth Professional
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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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TIGER 21 is an exclusive global community of ultra-high-net-worth entrepreneurs, investors, and executives.
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