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. 020A client with a Rs 5 crore debt sleeve expects rates to fall 1 point. Compare a 1-year duration fund with an 8-year duration gilt fund if rates fall 1 point, and if they instead rise 0.5 point.Fixed income and cash managementHardWealth management
  2. 049A client bought Rs 1 crore of a bank's perpetual bond at 102, sold to him as a safe 9%. Work out the yield if it is called at par in three years, what happens if it is not called, and the write-down risk it carries.Fixed income and cash managementHardPrivate banking

Company names and figures are illustrative.