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 1–2 of 2 · filtered from 100Clear filters
- 019A conservative client lost 22% on a structured note sold by your predecessor and has complained. How do you assess the suitability record, what might the firm owe her, and what do you say in the meeting?Private banking
- 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.Wealth management
Company names and figures are illustrative.