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. 010A private credit fund targets 14% gross, charges 2% a year and takes 20% carry above a 10% hurdle. What does the investor keep, and how does that compare with 8.5% on AAA bonds once illiquidity is priced?Alternatives and private marketsCoreFamily offices
  2. 036Two years into a venture fund, a client's statement shows an IRR of minus 12%. With fees of 2% on commitment and no exits yet, rebuild the J-curve and show when it should turn.Alternatives and private marketsCoreFamily offices

Company names and figures are illustrative.