Investment
July 29, 2014
Ultrawealthy pile into private equity, hold line on stocks, cashLawrence Delevingne | @ldelevingneMonday, 28 Jul 2014 | 7:00 AM ETClick here to watch video. The rich are increasingly enamored with private equity investing, but their rising allocat...
Investment
July 29, 2014
Investment
July 24, 2014
Tiger 21 Investors Push for More Private EquityBy Kathleen Laverty July 24, 2014Members of ultra-high-net-worth peer group Tiger 21, which represent more than $25 billion in assets, have boosted their private equity allocations by 10% in Q2. Priva...
Investment
July 24, 2014
TIGER 21 UPS PRIVATE EQUITY ALLOCATIONStaff / July 23, 2014Private equity investments maintain their appeal for members of TIGER 21, with the category gaining two percentage points from the previous quarter, according to the group’s latest A...
Investment
July 8, 2014
Weekly Intelligence For MLP InvestorsJul. 5, 2014 2:56 AM ETSummary Alerian MLP index loses 0.32% for the week while S&P 500 sets record high with 1.25% gain. With the close of Q2, investors start looking towards earnings season with one-th...
Investment
July 3, 2014
JULY 2, 2014Wealthy Tiger 21 Members Investing in MLPsSome ultra-wealthy investors hold 5% to 20% of their portfolios in master limited partnerships, group saysMaster limited partnerships, which provide the tax benefits of a limited partnership wi...
Investment
July 1, 2014
WE RECENTLY SAT DOWN WITH CLAY SPEAKMAN, THE CO-FOUNDER OF MAGNOLIA LIFESTYLE + BENEFITS TO DISCUSS A NEW TREND IN LUXURY SPENDING: THE ROLE OF A PURCHASING ADVISOR.Clay Speakman, President and Co-FounderWhat is a Purchasing Advisor?A Purchasing A...
Investment
June 18, 2014
How to Connect with Ultra-Wealthy Investor NetworksBy Danielle Verbrigghe June 13, 2014 TIGER 21, a peer-learning group for ultra-wealthy investors, has expanded its footprint and membership base to meet investor demand shaped by low interes...
Investment
June 9, 2014
JULY 12, 2004The Best Therapy $ 10 Million Can BuyInside TIGER 21,an exclusive investment club where the seriously rich trade financial tips-and life lessons.BY ANDY SERWERMICHAEL SONNENFELDTis in for a tongue-lashing. It won’t be abusive-th...
Investment
June 9, 2014
Investing in friendsFinancial share clubs fill niche for investors who want to talk money without a sales pitchBy: Joel SchlesingerPosted: 07/16/2011Every month, about a dozen seniors get together to discuss their aches and pains — but they ...
Investment
June 9, 2014
Tiger 21: Ultra-Wealthy Keen on Preserving, Not Risking, Their MoneySurvey of Tiger 21 members reveals 26% allocation to fixed income and cashBY GIL WEINREICH, ADVISORONENovember 1, 2011A new survey of high-net-worth investors suggests the ultra-w...
Investment
June 9, 2014
High Net Worth Investors Like Stocks, But Invest ConservativelyBy Danielle Reed, Financial PlanningNovember 1, 2011Despite the volatility of recent months, publicly traded stocks still top the list of preferred investments forhigh-net-worth invest...