Evli Group

We see wealth as an engine to drive sustainable 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.

Award-winning institutional asset management

Evli has been in top positions in Kantar Prospera's "External Asset Management Finland" survey for the past eleven years.

Founded in

1985

~300

employees

AUM

16.8bn. €

3rd

largest Fund Manager in Finland

Half Year Financial Report January–June 2023

Evli had a solid first half of the year 2023. Alternative investment funds continued to grow, driven by strong client demand. Also fund sales were successful despite the challenging market, and Evli collected the third most fund subscriptions in Finland.

Corporate responsibility report 2022

Corporate responsibility is part of Evli's everyday business operations. The corporate responsibility report is published as a part of the annual report and as a separate report.

Read the report

How can investors and asset managers advance the fulfilment of children’s rights?

This is what Evli is exploring in a project led by UNICEF Finland. The aim is to increase companies’ understanding of child rights and their ability to integrate child rights into business operations.

We are in a vanguard position to steer capital sustainably in the nordic region. We see ourselves as facilitators of a broader context where wealth and sustainability drive positive change together. We have the expertise, the vision and the courage to initiate and drive the discussion on the initiatives that long-term value creation enables both for individuals, society and our planet.

Ambition and the Evli way of working

Over time, our founders’ entrepreneurial attitude, integrity, courage and curiosity evolved into a unique way of working that fuel our work every day.

Evli’s long-term goal is to be a growing and profitable asset manager with a unique customer base and a broader international business. We want to be the forerunner in responsible wealth management in the Nordics, and in this way help our clients in managing their wealth to support a sustainable future.

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.

How the Evli story began

Carl Ahlström, Henrik Andersin, Roger Kempe and Thomas Thesleff established Evli Securities Ltd in 1985. Honesty, expertise, intellectual curiosity and courage were traits the founders all shared. The colleagues saw opportunities during the deregulation of the financial market and they spent many late November nights pondering whether there was room for a new type of broker.

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. (Fellow Bank changed its name to Alisa Bank Plc on April, 21, 2023.)

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 Euroclear Finland will migrate to T2S on September 11, 2023

06.09.2023