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. 046A founder receives Rs 45 crore in a secondary sale and spends Rs 1.2 crore a year. Build the first-year plan: tax provision, a two-year cash reserve, and a staged deployment of the rest.Concentrated positions and liquidity eventsHardPrivate banking
  2. 070A client holds Rs 10 crore of one stock with a Rs 6 crore gain, and selling costs tax at an illustrative 12.5%. How far must the stock fall before selling and paying the tax would have beaten holding, and what does the chance of that fall imply?Concentrated positions and liquidity eventsHardWealth management

Company names and figures are illustrative.