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Asset Management

Related terms: asset allocation, assets under management (aum), diversification, investment strategy, portfolio management

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.