Care in all life situations
Our mission is to increase your wealth. We anticipate and take into account changes on the markets and in your life situation, and react to them promptly.
Our asset management services cover all the core areas of investment you need. In addition to our own expertise - and especially our expertise in domestic market equities, fixed income investment, global fund selection and investments linked to Russia - you will also have the skills of our international partner network, the broadest on the market, at your disposal.
Our asset manager is close to you
The core of comprehensive asset management consists of the personal management of investment assets. We create personal asset management solutions and form an asset management team, always according to your objectives and needs. Your personal asset manager will actively look after your best interests.
In legal matters such as wills, marriage settlements and deeds of gift, sale and debt, as well as in generation transfers and mergers and acquisitions, you can always turn to our experts in confidence.
Through tax planning we can, within certain limits, influence your taxation. Our experts in Helsinki and Luxembourg and our partners offer high-quality international tax advice in issues related to asset management for private individuals, e.g. in income, capital gains, gift and inheritance taxation. Through us, you can also get the best possible unit-linked life and/or pension insurance solution.
As our client, you will receive various life style services through our selected partners. For example, with a Finnish American Express Platinum card, you can have a full-service travel agent at your disposal, and a comprehensive travel insurance policy.
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