| Summary: | This thesis is a case study on wealth management categorized by High Net
worth Individuals by identifying the profile of client based on type of risk taking,
analyze and evaluate investment management, analyze and evaluate the need for
pension funds and make recommendations to client based on pillars in the Wealth
Management.
In this case, the client called Mr. Sunli who has limitations in wealth
management due to lack of knowledge and expertise of the investment
instruments and lack of time. Client is businessman and now 55 years old with
moderate risk tolerance level. Based on the financial goals to be achieved by the
client that is increasing the wealth and maintain living standards after retirement.
The author recommends three alternative scenarios to the client that refers to the
two pillars of Wealth Management which are Wealth Accumulation and Growth
and Wealth Distribution and Transition.
Based on the three scenarios are recommended to the client then the client
decides to choose the second scenario. Projection of existing client accounts over
the next year to be Rp.40.379.633.600, 00 or an increase of Rp.4.772.337.600, 00
and the proposed projection accounts (scenario two) during the next year to be
Rp.42.920.963.600, 00 or an increase of Rp.7.313.667.600,00.
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