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. 004A 55-year-old follows a glide path from 70% to 40% equity by 62. Set the yearly steps, then show what a 25% equity fall in year two does to the path and what you do about it.Rebalancing and driftCoreWealth management
  2. 056A Rs 10 crore portfolio with a 50/40/10 target in equity, debt and gold has drifted to 62/31/7 after a rally, and Rs 80 lakh of new money arrives. Rebalance it with the fewest sales.Rebalancing and driftCorePrivate banking

Company names and figures are illustrative.