Evli Group

We see wealth as an engine to drive 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 ranked as the best institutional asset manager for the sixth time

Evli is once again ranked as “the Best Institutional Asset Manager” in Kantar Prospera "External Asset Management Finland 2021" -client survey.

Founded in

1985

~250

employees

AUM

~15.8mrd€

4 th

largest Fund Manager in Finland

Evli, together with the John Nurminen Foundation, continues to save the Baltic Sea

Evli's support to the John Nurminen Foundation focuses on projects that improve the marine environment by reducing pollution and environmental problems in the Baltic Sea. For Evli, protecting the Baltic Sea is a natural step on the way to becoming a carbon neutral asset manager.

Evli donates 100,000 euros to humanitarian aid in Ukraine

Evli supports those affected by the crisis and conflict in Ukraine via the Finnish Red Cross Disaster Relief Fund.

Best Institutional Asset Manager in Finland

Evli is once again ranked as “the Best Institutional Asset Manager” in overall quality assessment among 14 asset management companies, in the recent Kantar Prospera "External Asset Management Finland 2021" -client survey.

”ESG should be integrated into the daily work of every fund manager, analyst and person working at a company – not separated and outsourced to a small team”.

- Maunu Lehtimäki, CEO, Evli Bank

Strategy - Simply Unique

Evli’s long-term goal is to be a growing and profitable asset manager with a unique customer base and a broader international business.

Read Evli's strategy and about Evli as an investment

Vision

Simply unique, according to clients, by offering high-quality service and unique client experiences 24/7.

Mission

Increasing clients’ wealth according to their individual targets.

Values

Entrepreneurship, Valuable Relationships, Learning, Integrity.

Working at Evli

We offer you the opportunity to develop yourself and build your future in investment banking. Our mission is to create value for our customers. We work as a team, learn together, and strive to create a working environment where our employees feel they are developing and thriving.

Careers

We appreciate entrepreneurial spirit, good interpersonal skills and willingness to develop.

Responsibility

We believe that investors and companies that consider sustainability factors in their investments will benefit in the long-term.

Responsibility at Evli

Corporate responsibility

Evli's main task is to provide investment and financial services to enable individuals, businesses and institutions to achieve their financial goals. In order to achieve our goal, we consider not only economic factors but also the responsibility of our business taking into consideration environmental, social and governmental issues. Responsible business creates long-term added value and remains competitive in a changing global environment.

Evli's history

Carl Ahlström, Henrik Andersin, Roger Kempe and Thomas Thesleff established Evli Securities Ltd in 1985. Evli grew rapidly between 1980 and 1990, and had established its position by the early 2000s. Evli was granted a banking license in 2001 and became an asset management and investment bank. In 2005 and 2006, Evli changed its strategy, with the aim of focusing its business operations especially on providing individual asset management services to its key client groups. The strategic shift helped improve the company’s financial performance and financial predictability.

In 2022, Evli Bank Plc completed an arrangement, whereby the company demerged through a partial demerger into a new asset management group Evli Plc and a company carrying on Evli Bank’s banking services, into which Fellow Finance Plc was merged, and which was named Fellow Bank Plc.

Having started in equity brokerage, Evli has expanded its operations in many ways during its over 35 years. The securities brokerage company first evolved into a bank and thereafter into Evli Plc, an asset management group specialized in responsible wealth management.

Evli Plc's B shares is listed on Nasdaq Helsinki’s main list.

Evli's history per year

1985: Evli Securities Ltd was established

2001: Evli was granted a banking license and became Evli Bank Plc.

The branch office in Stockholm was established

2007: Evli acquired a part of Alexander Management Ltd

2009: Evli acquired Carnegie’s asset management operations in Finland

2013: Evli acquired 90% of Aurator Asset Management

2015: Evli acquired 91% of Head Asset Management

Evli was listed on Nasdaq Helsinki’s main list

2016: Evli acquired the rest of its previously 45% owned Evli Alexander Management Ltd.

Evli Research Partners, a company focusing on investment research was established.

Evli Investment Solutions Oy was established to boost product sales

2017: Evli acquired the remaining of the previously 90% owned Head Asset Management.

Evli expanded its fund sales to Spain, France, Italy and Latin America.

2018: Evli acquired Ab Kelonia Placering Oy.

Evli expanded its fund sales to among others Germany and Portugal.

2022: Evli Bank Plc demerged through a partial demerger into a new asset management group Evli Plc and a company carrying on Evli Bank’s banking services, into which Fellow Finance Plc was merged, and which was named Fellow Bank Plc.

News Top positions for Evli for 10th year in a row in institutional asset management survey

28.06.2022