What are assets under management?
Assets under management (AUM) is a financial term that refers to the total value of assets that a financial institution, such as a bank, investment firm, or wealth management company, manages on behalf of its clients. These assets can include various types of investments, such as stocks, bonds, mutual funds, real estate, and other financial instruments.
Subscribe to Wealth Dynamix Newsletter to receive the best news, insights and thought leadership pieces about Client Lifecycle Management.
Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
