| Summary: | This study aims to evaluate wealth and pension management of a High Net Worth
Individual who wants to have a secure pension life. Research is done through measuring
client�s risk tolerance, analyzing and evaluating on the existing management of wealth based
on three pillars in Wealth Management, and formulating alternative solutions for client
focused on wealth accumulation & growth and managing pension & estate.
This study case is done involving Ibu Dewi as the client by providing information and data of
personal wealth, cash flow statement, and other information related to wealth that has been
managed. The author offers recommendations based on three pillars in Wealth Management,
which are short-term investment management plan, rebalancing on assets allocation, and
managing pension and estate. Recommendation is given to client into two alternative
scenarios for managing wealth.
Wealth management scenario I will increase client�s wealth to Rp. 21,732,564,729 in 2013
and Rp. 21,929,519,729 in 2013 from scenario II. The differences of the two scenarios are in
the amount of money managed and added new investment instrument. Client�s prepared fund
for pension is already enough for the total pension living cost, in order that client does not
need further pension fund.
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