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. 022An autocallable note on an index pays 9% a year if the index is at or above its start on an annual observation date, and then calls. If it ends below 60% of its start after three years, capital is lost one for one. Work three scenarios and say what the coupon is paying for.Products and fund selectionHardPrivate banking
  2. 099Price a 5-year capital-protected note on Rs 1 crore: a 7.5% zero-coupon yield sets the bond floor, 2% goes to distribution, and the rest buys at-the-money index calls costing 30% of notional at 18% volatility. What participation results, and how would you explain the Black-Scholes inputs to the client?Products and fund selectionHardGoldman SachsZurich · 2025

Company names and figures are illustrative.