Evli as an investment

Evli see wealth as an engine to drive sustainable progress. We draw on our heritage, broad expertise, and Nordic values to grow and manage wealth for institutions, corporations and private persons in a responsible way. 

Evli's offerings include mutual funds, asset management and capital markets services, alternative investment products, equity research, share plan design and administration as well as Corporate Finance services. Responsible investing is integrated in every investment decision and our expertise is widely acknowledged by our clients. 

We are in a vanguard position to steer capital sustainably in the Nordic region. We believe that wealth and sustainability drive positive change together. Evli has the expertise, the vision, and the courage to initiate and drive the discussion on the initiatives that long-term value creation enables both for individuals, society, and our planet.

Over time, our founders’ entrepreneurial attitude, courage and curiosity evolved into a unique way of working that fuels our work every day. Our way of working is deeply rooted in our four values: entrepreneurship, valuable relationships, learning, and integrity.

• An entrepreneurial attitude gives everyone the freedom to act on opportunities.
• We foster good relations with each other and with our clients. We value our relationship with each other and want to help our colleagues succeed. We are inspired by and want to inspire our clients. We walk alongside them.
• Constant learning means that we always strive to become better and are curious to explore new opportunities.
• Integrity means for us that we stand behind our decisions and have the courage to say no.

Evli's long-term goal is to be a growing and profitable asset manager with a unique customer base and a broader international business. We want to be the forerunner in responsible wealth management in the Nordics, and in this way help our clients in managing their wealth to support a sustainable future. The cornerstones of our growth are finding and developing new investment solutions, leveraging digitalization, creating a unique client experience, and integrating responsibility into business operations.

Evli’s constant pursuit is to create an even more scalable business model. Digitalization will play an important role in this, as Evli streamlines its investment and brokerage processes. The service experience seamlessly integrates traditional personal service with the use of electronic channels and digital services. 

We aim to simplify both our own and our clients’ investment processes and offer unique product and service solutions to our clients. Succeeding in this will enable Evli to achieve its business objectives of clear revenue growth, strong profitability, and a competitive return on equity. 

Revenue growth will be pursued primarily organically and, where possible, through acquisitions. In wealth management, the company’s most important business area, growth is sought by increasing both the assets under management and the number of new client relationships. In addition to Finland and Sweden, Evli also sees growth potential in asset management in other Nordic countries and Europe.

Evli strives to create long-term client relationships. The company's client base is focused on institutional investors, other professional operators as well as wealthy and affluent individuals.

To serve a demanding client base, Evli constantly invests in finding and developing new investment solutions. The work towards development and innovation draws on both the strong expertise and specialized knowledge of businesses and their different perspectives on markets and client needs.

The unique service experience is underpinned by Evli’s corporate culture, which is based on a mindset where the client’s interests always come first and where the client’s assets are managed as well as our own assets. It is based on hard work and resourcefulness, customer service and teamwork, building excellence and integrity in all our activities. Moreover, in an increasingly unpredictable world, Evli strives to be one step ahead of our clients so that we can guide them in an uncertain future. We are our clients’ wise and savvy pilot that scans wide in order to see far.

Responsibility has already long been a part of Evli’s investment activities. Evli’s ability to integrate responsibility throughout its operations is essential to creating value. In asset management, Evli’s most important area of operation, factors related to sustainability are systematically integrated into investment activities and portfolio management. Evli is constantly looking for new ways to further improve the sustainability of its products and services. Read more about Evli’s sustainability and responsible investment practices.