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 1–3 of 3 · filtered from 100Clear filters
  1. 025An adviser runs the same 60/40 policy for an Rs 8 crore client and an Rs 8,000 crore family trust. Where does the large mandate break, and how would you allocate each?Lump-sum allocationHardScotiabankToronto · 2025
  2. 066A family office has Rs 85 crore to invest for a three-generation family with no near-term liabilities and Rs 2 crore of annual family spending. Build the policy portfolio across public equity, fixed income, alternatives and cash, and show the illiquidity budget.Lump-sum allocationHardSchrodersLondon · 2023
  3. 091A client returning from the US brings Rs 8.3 crore, about USD 1 million, and faces a USD 300,000 bill for her son's US college in six years. How would you invest it today across asset classes, and why? Treat currency as part of the answer.Lump-sum allocationHardGoldman SachsNew York · 2025

Company names and figures are illustrative.