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 1–3 of 3 · filtered from 100Clear filters
  1. 008A client calls wanting to put Rs 1 crore, a quarter of his portfolio, into a small-cap stock that has just tripled. What do you do: how do you size it, what is the downside in rupees, and how does the conversation go?Client situations and behaviourCoreWealth management
  2. 048A client complains his portfolio made 6% while a friend made 18%. His mix is 40% equity; the friend was all in small caps that fell 35% the year before. Build the like-for-like comparison and the conversation.Client situations and behaviourCoreWealth management
  3. 072Parents aged 70 with Rs 9 crore need Rs 30 lakh a year. Their two children ask for Rs 3 crore now for a business. Test whether the parents' plan survives the gift, and what size of gift it can bear.Client situations and behaviourCoreWealth management

Company names and figures are illustrative.