Evli Group

Evli is a bank specialized in investments that helps institutions, corporations and private persons increase their wealth. The product and service offering includes mutual funds, asset management and capital markets services, alternative investment products, investment research, administration of incentive programs and Corporate Finance services. The company also offers banking services that support clients' investment operations.

Best Institutional Asset Manager in Finland

Institutions ranked Evli as the best asset manager in Finland for the 5th year in a row.

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Founded in

1985

~250

employees

AUM

over 13

mrd€

4 th

largest Fund Manager in Finland

Annual Report 2019

2019 was successful for Evli in all of its key business areas. Figures show a clear improvement from the previous year: Operating income increased by 11% and operating profit by 28%.

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Climate change

Climate change and related practices have been made more prominent in Evli's investments. We have therefore published our Principles for Climate Change.

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Strategy - Simply Unique

Evli’s long-term target is to be a growing and profitable bank specialized in investments, which consolidates its position as a leading asset manager in Finland and engages in expanding international operations. The cornerstone of Evli’s strategy is to harness the company’s unique investment expertise by pursuing carefully defined strategies across an extensive geographical area.
Vision

Vision

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

Missio-1

Mission

Increasing clients’ wealth according to their individual targets.

Arvot

Values

Entrepreneurship, Valuable Relationships, Learning, Integrity.

Working at Evli

We offer you the opportunity to develop yourself and build your future in an investment bank. 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.

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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 the 2000s, in addition to organic growth, Evli grew through several acquisitions in all its business areas.

Having started in equity brokerage, Evli has expanded its operations in many ways during its over 30 years. The securities brokerage company has evolved into a bank specialized in investments that focuses on increasing the capital and wealth of its clients. Evli Bank Plc's B shares have been listed on Nasdaq Helsinki Ltd since December 2, 2015.

Evli's history per year

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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.

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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.

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