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.
About TIGER 21
TIGER 21 is the premier peer network helping HNWIs and family offices navigate the challenges and opportunities that success creates. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla sed nisl quis quam vestibulum consectetur. Ut semper pulvinar libero vel semper.
Explore the TIGER 21 Member ExperienceTags
Press Article
Investments
Press Release
Investments
Press Article
Investments
