Business areas

Wealth Management and Investor Clients

The Wealth Management and Investor Clients segment forms the core foundation of Evli’s business. The segment serves high-net-worth and affluent private individuals, corporations, and institutions by offering a broad range of wealth management and investment services. The product and service offering includes personal wealth management services, funds managed by Evli and its partners, alternative investment products, and capital markets services.

A diversified client base and a broad service offering provide the segment with a stable and diversified revenue base, enabling it to adapt to changing market conditions and support the deepening of client relationships.

Advisory and Corporate Clients

The Advisory and Corporate Clients segment provides corporate transactions and capital markets services to both listed and unlisted companies. Its service offering includes advisory services related to acquisitions and divestments, listings, and share issues.

The segment’s business is more cyclical in nature than wealth management, as its revenue is generated primarily from the execution of individual transactions and varies according to market conditions. The segment broadens Evli’s service offering and strengthens the company’s position as an independent Nordic financial advisor. In addition, corporate transactions clients may generate new investable assets and thereby support the growth of Evli’s wealth management business.