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 1–7 of 7 · filtered from 100Clear filters
  1. 010A private credit fund targets 14% gross, charges 2% a year and takes 20% carry above a 10% hurdle. What does the investor keep, and how does that compare with 8.5% on AAA bonds once illiquidity is priced?Alternatives and private marketsCoreFamily offices
  2. 021Add 10% of a 60/40 portfolio to a long-short fund returning 12% with beta 0.4, or to more long-only equity returning 14%. With the market at 12% volatility, which improves the portfolio's return for its risk more?Alternatives and private marketsHardPrivate banking
  3. 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
  4. 062Rs 5 crore into a listed REIT at a 7.5% distribution yield, or into an office unit with 6% gross rent less 25% for costs and vacancy? Compare income, liquidity and concentration.Alternatives and private marketsWarm upWealth management
  5. 073A client wants 15% of his Rs 60 crore in private equity and commits Rs 9 crore to one fund. It draws 30%, 30%, 25% and 15% over four years and distributes from year four. Show his peak cash out and the cash plan needed to meet calls.Alternatives and private marketsHardFamily offices
  6. 086A client wants Rs 1 crore in gold. Compare jewellery with 12% making charges plus tax, a gold ETF and a government gold bond structure on cost and income. What does each route keep of the gold price?Alternatives and private marketsWarm upIndian wealth management
  7. 098A client is offered a limited partner stake in a private fund at 80% of NAV: NAV Rs 4 crore, Rs 1 crore still uncalled. If NAV grows 12% a year for 4 years and the uncalled amount is drawn in year 1, what is his return?Alternatives and private marketsHardFamily offices

Company names and figures are illustrative.