Private Wealth Management case studies, worked step by step

Cases
100
Traced to a firm
15
Topics
14
Hard
30
Topic
All topicsLump-sum allocation9Goal and retirement planning8Risk profiling and IPS6Rebalancing and drift6Tax-aware portfolio moves7Concentrated positions and liquidity events7Estate, succession and trusts8Client situations and behaviour8Fixed income and cash management7Alternatives and private markets7Products and fund selection8Lending and leverage6Market view and security pitch6Bank economics, fees and risk7
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–2 of 2 · filtered from 100Clear filters
  1. 062Rs 5 crore into a listed REIT at a 7.5% distribution yield, or into an office unit with 6% gross rent less 25% for costs and vacancy? Compare income, liquidity and concentration.Alternatives and private marketsWarm upWealth management
  2. 086A client wants Rs 1 crore in gold. Compare jewellery with 12% making charges plus tax, a gold ETF and a government gold bond structure on cost and income. What does each route keep of the gold price?Alternatives and private marketsWarm upIndian wealth management

Company names and figures are illustrative.