Art
Asset Management
The direction of a client’s cash and securities by a financial services company, usually an investment bank.
What is Asset Management
Asset Management refers to the process of directing a client’s cash and securities by a financial services company, typically an investment bank. The aim is to grow the client’s wealth by making strategic investment decisions.
Different types of Asset Management in Family Offices
Asset Management in Family Offices can take various forms, including direct investments, portfolio management, and alternative investments. The approach depends on the family’s wealth, risk tolerance, and long-term financial goals.
Related Terms
Asset Allocation
The process of distributing investments among various asset classes to balance risk and reward according to an individua...
ViewAssets Under Management (AUM)
The total market value of the financial assets that a family office manages on behalf of its clients.
ViewDiversification
Investing in a variety of assets to reduce exposure to any single asset or risk.
ViewInvestment Strategy
A plan that outlines how the family office will invest its assets.
ViewPortfolio Management
The art and science of making decisions about investment mix and policy to match financial objectives.
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