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.

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

~270

employees

AUM

15mrd€

4 th

largest Fund Manager in Finland

Evli ranked as the best institutional asset manager for the sixth time

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.

Record first half

Evli's operations developed excellently during the second quarter and our client activity was at a high level. Evli's operating income grew by 53 percent compared to the comparison period and totaled EUR 28.7 million. The Group's operating profit doubled to EUR 13.1 million.

Evli achieved a record result in an exceptional market environment

Evli Bank Plc's Annual Report 2020 published

Read the Annual report

”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 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.

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 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.

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

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.

News Evli Mutual Funds’ Semi-Annual Review 2021

06.09.2021