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

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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.

Read the full article here.

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