Tiger 21
Investors group sponsors family-wealth ed. events
23 April 2008
With help from Gibraltar, Tiger 21 to offer WM overview to members' spouses. Tiger 21, a peer-to-peer network for wealthy investors, and Gibraltar Private Bank & Trust have teamed up to offer the spouses of Tiger 21's 160 or so members a series of personal-finance seminars . "While one spouse typically takes responsibility for managing family finances, there should be a certain level of collaboration, so it is important for both spouses to understand the dynamics of wealth management," says Tiger 21's CEO Tommy Gallagher.
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Discipline Prevails, Cash is King, for US UHNWs - Report
4 April 2008
US peer-to-peer investment group Tiger 21, whose nearly 160 members nationally maintain investable assets of approximately $10 billion, has issued its latest asset allocation index, providing a snapshot of how some of the US’s wealthiest investors are weathering the storm. Members have taken steps to bolster cash reserves and limit exposure to certain assets – especially real estate – that could be most severely tested in a prolonged slump . They have actually held the line on public equities, though at levels still well below those typically recommended by most financial advisors, while slightly reducing their appetite for private equity and hedge funds.
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HNW Investor Group Opens in Dallas
15 May 2007
New York-based TIGER 21, a peer-to-peer learning group for high-net-worth investors, has opened a chapter in Texas. Founded in 1999 with six original members, TIGER 21 (The Investment Group for Enhanced Returns in the 21st Century) now has 130 members in the US, representing more than $7 billion of combined investable assets . Individual members must have a minimum investible net worth of at least $10 million for membership.
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Cash is King as US HNWs Reduce Exposure to Equities
8 March 2007
US high net worth investors aligned to learning group TIGER 21 have reported a reduction in their exposure to public equities in the last year to 30 per cent, down from 37 per cent reported in 2005. This is also well below the 50-60 per cent that most financial advisors recommend for portfolio allocation, according to TIGER 21 . In this year's asset allocation survey, TIGER 21’s 115 members who together manage personal investments of over $7 billion, report having commitments of almost 10 per cent to private equity vehicles, more than half of that in the form of direct investments in companies and the rest in managed funds.
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High Net Worth Investing Group Expands into Florida
9 January 2007
New York-based high net worth investing group Tiger 21 is establishing Florida chapters in Palm Beach, Boca Raton and Miami. The peer-to...
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Zürcher Kantonalbank Expects To Pay Big Fine To US Over Tax Evasion Case
Zürcher Kantonalbank, the biggest Swiss cantonal bank, expects to pay a fine to US authorities as part of a deferred prosecution agreement for its alleged role in helping US citizens evade taxes, media reports said.
Tom Burroughes
24 May 2013
Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
Diane Harrison
20 March 2013
Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
Harriet Davies
4 April 2013
INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
Harriet Davies
9 April 2013
FEATURE: Twins And The Business Of Family
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
Charles Lowenhaupt
8 April 2013
Guest Opinion: Diversification In The Age Of Globalisation
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
Marc Odo
25 March 2013
