Question
Your client, who is 25, just inherited $10mil and wants to grow the wealth over the next 10-20 years to $1 Billion. 1) Recommend the
Your client, who is 25, just inherited $10mil and wants to grow the wealth over the next 10-20 years to $1 Billion. 1) Recommend the portfolio allocations (among the different asset classes), and explain clearly your choices to your client, who does not really understand investments.
Your client, who is 25, just inherited $100 mil, and wants to primarily protect this wealth against 1) systematic risk, and also 2) inflation. Recommend the portfolio allocations and clearly explain the selections to your client, who does not really understand investments.
Your client, who is UHNWI, wants an absolute rate of return, and asks which assets classes are uncorrelated with the stock market. Give you recommendations of alternative asset classes, and don't be afraid to suggest an exotic options. Clearly explain your choices.
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