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
Showing 1–4 of 4 · filtered from 100Clear filters
- 015In a group assessment, four candidates get 30 minutes and a data pack on an entrepreneur with Rs 40 crore and five candidate funds, and must agree a portfolio. What structure does a strong group follow, and what portfolio should it reach?UBSSão Paulo · 2026
- 041In a one-hour assessment you must produce a one-page proposal for a salaried couple with Rs 3 crore of savings, a Rs 90 lakh home loan at 8.6% and a child due next year. Build the page.Indian wealth management
- 053Two doctors, both 38, place Rs 8 crore from selling their clinic and ask how you would invest it. They own their house, have children aged 6 and 9, spend Rs 6 lakh a month and earn Rs 1.2 crore a year. Build the sleeves in rupees and defend each.Northern TrustLake Forest · 2022
- 077A 67-year-old retiree places Rs 6 crore with you, draws a pension of Rs 9 lakh a year and spends Rs 18 lakh. How would you invest the money? Size the reserve, the income sleeve and the growth sleeve.Northern TrustLake Forest · 2022
Company names and figures are illustrative.