HNWI Portfolio Design Assignment Help with Solutions

Instructions for Wealth Management Portfolio

Q1. Final Project:

  • Objectives of portfolio: build a portfolio designed for a wealth management client
  • Client: HNWI = high net worth individuals, FO = family offices and standard
  • private client, portfolio of £1m – £20m
  • Write a report and submit by week 13
  •  Short presentation in class / seminars in weeks 9-12 – voluntary – no marks but
  • recommended as peers and lecturers give you valuable feedback (10-15 minutes
  •  with Q-A)
  • Individuals or groups of maximum four (the larger the team the more detailed the
  • report has to be)
  • Paper explaining process, selection and investment objectives.
  • Report of 5-20 pages with portfolio calculations

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Q2.  Follow the General Approach of WM Firms and Private Banks:

a) KYC = know your customers
o Eligibility of the client
o Understanding of the client’s risk return profile and his
expectations etc.

b) Advisory mandate versus discretionary mandate

c) Investment mandate: asset classes (equities, bonds, commodities, FX, real estate, ETF, HF, Funds of Funds etc); strategies / styles (long-short, trading, emerging market, other)

d) Investment objectives: S-T, M-T, L-T; value, growth; defensive, moderate, aggressive.

e) Implementation / strategy

f) Portfolio: asset allocation (strategic and tactical), display risk factors (alpha,
beta, duration, FX et al) as applicable. Correlation to markets.

g) You might also want to backtest the portfolio.

Recommended: use of Bloomberg or Reuters software / terminals.
i) For Portfolio characteristics use industry format, e.g. the BH Global
termsheets / monthly reports on Blackboard

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