About us
Evli has been a reliable partner to its clients since 1985. Over the past 40 years, we have grown into a leading Nordic asset manager and fund company. Evli’s extensive experience and expertise ensure that clients receive professional service and high-quality investment solutions that enable long-term wealth growth.
Evli in numbers
1985
Founded in 1985
~280
Approximately 280 employees
20.8
Assets under management EUR 20.8 billion
3rd
Third largest fund management company in Finland
Latest updates at Evli
We see wealth as an engine to drive sustainable progress
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.
Wealth
Individuals prosper when companies prosper in regions that prosper. The concept of wealth needs to be expanded to acknowledge the responsibility to care for the community, society and our planet.
Sustainability
In today’s complex world, there is a need to ensure sustainable development and to factor in a wider set of parameters with farreaching consequences in to the investment decisions.
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.
Ambition
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.
Values
Our way of working is deeply rooted in our four values, Entrepreneurship, Valuable relationships, Learning and Integrity.
Responsibility
We see ourselves as facilitators of a broader context where wealth and sustainability drive positive change together. Our ambition is to be the leading wealth manager and a responsible, proactive capital allocator in the Nordic region.
“In a rapidly changing world, accumulating wealth requires a long-term investment strategy. The wealth manager of the future must be even more innovative, flexible, and client-focused.”
Maunu Lehtimäki, Chief Executive Officer, Evli Plc
How the Evli story began
Evli was founded in a pivotal time in Finland's financial history. The founding team had no blueprint to turn to for answers. They had to rely on their expertise, knowledge and entrepreneurial mindset to find their way.
Great timing isn’t happenstance. You have to be vigilant, read your clients’ needs and not only jump at opportunities, but also have the courage to create them.
Great timing isn’t happenstance. You have to be vigilant, read your clients’ needs and not only jump at opportunities, but also have the courage to create them.
Our story starts in 1985
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.
Fast growth and profitability
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.
Focus on asset management
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.)
To be the leading wealth manager in the Nordic region
Having started in equity brokerage, Evli has expanded its operations in many ways during its nearly 40 years. The securities brokerage company first evolved into a bank and thereafter into Evli Plc, an asset management group specialized in responsible wealth management. Our ambition is to be the leading wealth manager and a responsible, proactive capital allocator in the Nordic region.
Evli Plc's B shares have been listed on Nasdaq Helsinki’s main list since 2015.
We are here for you
Our experts take care of your wealth through both wealth management and portfolio management. We aim to build a long-term relationship with you.