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 31–40 of 85 · filtered from 100Clear filters
  1. 035A client is offered an 11% NCD from an A-rated housing finance company against 8% on AAA paper. With a 3% yearly default chance and 50% loss if it defaults, what is the expected return, and is the extra yield enough?Fixed income and cash managementCorePrivate banking
  2. 036Two years into a venture fund, a client's statement shows an IRR of minus 12%. With fees of 2% on commitment and no exits yet, rebuild the J-curve and show when it should turn.Alternatives and private marketsCoreFamily offices
  3. 037Two funds show 3-year returns of 22% and 14% on their factsheets, but their rolling 3-year returns tell a different story. Read the numbers and say what the rolling returns show.Products and fund selectionWarm upMutual fund distributionIndian wealth management
  4. 038A client buys a Rs 3 crore flat with an 80% loan at 9%, rent yielding 2.8% and prices rising 5% a year. What is his equity IRR over seven years, against buying with cash?Lending and leverageHardWealth management
  5. 040A private bank relationship holds Rs 40 crore across advisory, custody and a loan, with Rs 12 lakh of cost to serve. Is it profitable, and which lever moves it most?Bank economics, fees and riskCorePrivate banking
  6. 041In a one-hour assessment you must produce a one-page proposal for a salaried couple with Rs 3 crore of savings, a Rs 90 lakh home loan at 8.6% and a child due next year. Build the page.Lump-sum allocationCoreIndian wealth management
  7. 042A sole earner on Rs 45 lakh a year has a Rs 70 lakh home loan, Rs 1.2 crore of children's goals and Rs 60 lakh of existing cover. Using the needs method, how much more life cover does the family need?Goal and retirement planningCoreIndian wealth management
  8. 043A couple hold Rs 12 crore jointly; he scores 8 out of 10 on risk and she scores 3. Design one household policy with ranges both can sign, and show what each sees in a 25% equity fall.Risk profiling and IPSHardPrivate banking
  9. 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
  10. 045A client sells a property with a Rs 3 crore long-term gain. Compare buying another house, buying specified exemption bonds with a lock-in, and paying the tax and investing freely, on after-tax wealth over five years.Tax-aware portfolio movesCoreIndian wealth management

Company names and figures are illustrative.