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. 030Compare annual calendar rebalancing with 5-point threshold bands for a 60/40 portfolio over five given years of equity returns. Which rule trades more, which ends higher, and what does that tell you?Rebalancing and driftHardWealth management
  2. 044A family with Rs 60 crore has a 15% cap on illiquid assets. Private fund values rise 20% while listed equity falls 25%, pushing the illiquid share to about 22%. What must happen, and what must not?Rebalancing and driftHardFamily offices
  3. 068A household holds its equity mostly in the father's name at an illustrative 30% slab and its debt mostly in the family HUF at a lower slab, with the target set for the household. Rebalance Rs 6 crore from 70/30 to 60/40 at the lowest tax cost.Rebalancing and driftHardIndian wealth management

Company names and figures are illustrative.