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. 055A client says he can stand losing Rs 50 lakh of his Rs 4 crore in a bad year. If equity can fall 35% and debt 3% in a one-in-twenty year, what is the most equity he can hold?Risk profiling and IPSWarm upWealth management
  2. 079Match three clients to three model portfolios, 80/20, 50/50 and 30/70: a 28-year-old saver, a 50-year-old whose child starts college in 3 years, and a 72-year-old living on the portfolio. Justify each match.Risk profiling and IPSWarm upMutual fund distributionIndian wealth management

Company names and figures are illustrative.