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 21–23 of 23 · filtered from 100Clear filters
  1. 095A family with Rs 50 crore settles Rs 30 crore into a private trust for three beneficiaries, one with special needs. Set the distribution policy, the investment split between income and growth, and the annual running costs.Estate, succession and trustsHardTrust and estate administration
  2. 096A divorcing couple splits Rs 16 crore: a house worth Rs 5 crore with a Rs 3 crore gain, equity funds worth Rs 6 crore with a Rs 2 crore gain, and Rs 5 crore of deposits. Show why a 50/50 split by market value is not 50/50 after tax, and fix it.Client situations and behaviourHardWealth management
  3. 098A client is offered a limited partner stake in a private fund at 80% of NAV: NAV Rs 4 crore, Rs 1 crore still uncalled. If NAV grows 12% a year for 4 years and the uncalled amount is drawn in year 1, what is his return?Alternatives and private marketsHardFamily offices

Company names and figures are illustrative.