We offer our clients completely discretionary portfolio management. We take care of the client’s investment decisions affecting his/her portfolio independently, and we can react to changes in market conditions rapidly. Together with the agreed game rules, we ensure that portfolio risk and yield targets correspond to our clients’ wishes.
Our primary investment targets are shares and bonds. We use funds and other investment instruments as required. We mainly target investments directly on share ownership – thus, clients save by not having to pay extra management charges.
Although we manage investment decisions independently, our clients can monitor their investment portfolio via our web-based service.
As the value of mutual funds may rise or fall, it is not certain that you will always get back the invested assets. Past performance is not a guarantee of future returns.
×We ask you to take into account the fact that Evli Bank Plc’s ability to offer services to states outside of the EEA or to citizens of these states may be affected by limitations related to license. Users of the website are personally responsible for any national limitations that may affect them.