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By Danielle Verbrigghe TheUBSWealth Managementchief investment office has launched a program to glean insight from a clutch of wealthy clients who own or manage private companies across certain industries. The program should yield an additional layer of intelligence about the global economy forUBSand its clients, and boost client engagement, the firm says. The wirehouse began the program, known...

By Matthias Paul Kuhlmey Not only is the gap between the “haves” and others widening materially, but cheap money and credit often serve as the basis for perceived wealth. Growing up in a rather standard middle-class family never made me ponder the social divides in the world. In fact, the rich did not seem to be so much different, which in my case could have been attributed to the G...

In Q1, public equity exposure holds steady as many investors anticipate market correction High-net-worth members of the Tiger 21 peer-to-peer learning network increased their allocation to real estate in the first quarter, again making it their highest allocated asset class. Tiger 21reportedMonday that real estate investments increased by two percentage points during the first quarter, bringing...

by Russ Alan Prince Institutional investors have allocated to private equity for years, but getting access to these specialized opportunities can be a difficult and burdensome process for advisory professionals, family offices and high-net-worth investors. All that may be changing with the arrival of iCapital Network, a platform that streamlines access to high-quality private equity managers th...

by Rob Russell Ah love is in the air. Love between friends and family, sure, but I’m not talking about that kind of love. I’m talking about a potentially profitable, yet danger prone love. We’re witnessing more and more investors and even some clients fall prey to the siren song of the equity markets. Being lured into this torrid and potentially toxic love affair by believing ...

by Tanya Benedicto It’s more than writing a check Once a month, every month, since its inception in 1998, the exclusive and ultra high net worth investment clubTiger21holds meetings to discuss personal wealth issues (my daughter is emulating Paris Hilton) and asset allocation (is my portfolio too heavy in bonds?). New York-based members gather in its headquarters, a gallant Upper East Sid...

Private equity and venture capital appear to be in robust shape as we head into 2015. Tiger 21, the peer-to-peer network of ultra-wealthy investors, recently reported that member allocations to private equity had increased in recent years, and now stood at about 20% of members’ portfolios. The same appears to be true for public pension funds. Preqin, the investment alternatives data provi...

ny Shelly Schwartz Tuesday, 02 Dec 2014 They’re bullish on the economy. They favor liquidity. And despite the record run for U.S. stocks over the last five years, they’re not prepared to surrender their oversized cash cushions just yet.Indeed, the superwealthy don’t invest like the rest of us-perhaps because they don’t have to. The “average” ultra high-net-wo...

There is widespread consensus that the real estate crisis is over. The possibility of a repeat of the collapse of 2008-2009 is inconceivable to investment advisors and their wealthy clients. Wealthy investors have been flocking back to real estate with abandon. TIGER 21 – an organization for ultra-high-net worth investors (UHNW) – publishes the results of...

By Shasha Dai Ultra-rich investors are stockpiling cash, and to offset the drag on their portfolio they’re increasing allocations to private equity, according to the most recent quarterly survey of members by Tiger 21, a network of entrepreneurs, fund managers and corporate executives. “Members are offsetting the cost of holding cash with growth driven by private equity,” ther...

Real estate is investors’ top choice for investment capital in next five years NOVEMBER 11, 2014 Many ultra-wealthy members of the TIGER 21 investment group plan to increase their allocations to cash and private equity in the current quarter, the organization announced Monday. TIGER 21 comprises some 290 members, who have $30 billion in combined investable assets. Forty-six percent of mem...

ByDanielle Verbrigghe Managers with separately managed accounts (SMAs) and funds of master limited partnerships (MLPs) have been raking in high-net-worth assets, a trend that appears far from over. The U.S. oil and gas industry boom, coupled with the demand for income in a low interest rate environment, have boosted interest in MLPs, says Matthew Sallee, managing director and portfolio manager ...