|
Author Liu, Qianqian |
Abstract This work presents the financial planning of a four-member Chinese family residing in Barcelona. The objectives of the family are to buy vehicles, ensure the study of two daughters and carry out the retirement plan. A portfolio of investment funds is proposed to meet the objective of buying vehicles and educating the daughters, considering that the risk profile of this family is moderate. As for the last objective, another portfolio of mutual funds and annual savings are used to meet it. Finally, after the quantification of the determined objectives, it is observed whether this family has excess assets to carry out other objectives. |
|
|
Director Larraga Lopez, Pablo |
||
|
Degree IQS SM - Master’s Degree in Wealth and Financial Management |
||
|
Date 2021-07-29
|
