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
Showing 1–6 of 6 · filtered from 100Clear filters
- 003An education trust with Rs 25 crore must pay grants of 5% a year that rise with 3% inflation, for ever. What return does it need, and what goes in the objectives and constraints of its investment policy?Family offices
- 029A client scores aggressive on the risk questionnaire, but most of his portfolio is earmarked for a house purchase in two years. How do you reconcile tolerance, capacity and need, and what allocation does each part get?Wealth management
- 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.Private banking
- 055A client says he can stand losing Rs 50 lakh of his Rs 4 crore in a bad year. If equity can fall 35% and debt 3% in a one-in-twenty year, what is the most equity he can hold?Wealth management
- 079Match three clients to three model portfolios, 80/20, 50/50 and 30/70: a 28-year-old saver, a 50-year-old whose child starts college in 3 years, and a 72-year-old living on the portfolio. Justify each match.Mutual fund distributionIndian wealth management
- 093A client scored high on risk tolerance but sold all his equity in a crash, and now wants back in with Rs 3 crore. Use his actual behaviour to set a revealed-tolerance allocation and a re-entry plan.Wealth management
Company names and figures are illustrative.