Evli was rated the best overall wealth manager in the SFR Private Wealth 2026 study in the large wealth managers category. In the study, Evli was also the most widely used wealth manager and the market leader by market share. 38 percent of respondents use Evli’s fund and wealth management services. Based on the results, Evli was awarded the SFR Platinum Award.
In the 2026 study, Evli received an overall quality score of 4.06, compared with an average of 3.60 for the large wealth managers category, on a scale of 1–5. Evli also achieved the highest scores in its category for long-term investment performance, professional competence of client advisors and quality of service, ability to take a market view, and sustainability and responsibility expertise.
“We help our clients achieve their investment goals by combining seamless digital services and speed with tailored, personal service. The survey results are evidence of our long-term commitment to continuously developing our services. We would like to thank our clients for their trust in Evli,” says Esa Pensala, Head of Private Clients at Evli.
SFR Research’s Private Wealth study was conducted for the first time, and it is the first independent, in-depth interview-based survey of the Finnish wealth management market. These results follow Evli’s strong and long-term success in asset management surveys: we have been ranked among the top positions in SFR Research’s Institutional Investment Services Finland survey for ten years.
The Private Wealth study is based on interviews with 100 Finnish Family Offices, Ultra High Net Worth Individuals (UHNWI) and High Net Worth Individuals (HNWI). The results are based on the participating investors’ assessments against defined quality criteria and the overall score compiled from these evaluations.
Evli’s Private Banking
We offer personal service for investment assets of over EUR 300,000. An in-depth understanding of investing is combined with Evli's top-level customer service.
Together, for a more prosperous tomorrow.
Additional information:
Esa Pensala, Head of Private Clients, Evli Plc
tel. +358 9 4766 9786, esa.pensala@evli.com
More information about the study: https://www.sfr-group.com/en/private-wealth-programme
Top performers in the study: https://www.sfr-group.com/en/private-wealth-palkitut
This news article was updated on May 21, 2026.
