Evli’s strategy

Long-term growth and development 

Evli seeks to increase shareholder value over the long-term and to distribute a competitive dividend annually. Evli’s long-term ambition is to be the leading independent wealth manager in the Nordic region. Over the medium term, we aim to reach EUR 30 billion in assets under management.

Our growth is driven by four strategic pillars: serving wealthy private clients in Finland, growing our Finnish institutional client base particularly through fund distribution, expanding internationally in Sweden and Central Europe, and continuously developing our product offering. 

Our Finnish institutional clients form a stable foundation for the business, and our strong expertise in fixed income provides a strong basis for international expansion. We continuously enhance the efficiency and scalability of our operations. We invest in digital services and data management to improve both the client experience and the productivity of our portfolio managers.

Client’s interest always comes first 

Evli is committed to building long-term client relationships. Our clients include institutional investors, other professional investors, as well as high-net-worth individuals and families. Serving a demanding client base requires continuous development. We actively seek and design new investment solutions that meet clients’ changing needs. Our guiding principle is to manage our clients’ assets with the same care as our own. We strive to stay one step ahead so we can guide clients with long-term conviction.

Responsibility is part of business operations

Evli’s primary purpose is to offer investment and financial services that help our clients achieve their financial goals. To achieve this target over the long-term, in addition to financial factors, we consider the responsibility of our operations through factors related to environment, society, and good governance. Responsible operations enable us to create long-term value and to remain competitive and successful in the changing global operating environment.

Evli's values and way of working

Our way of working is built on our four values: entrepreneurship, valuable relationships, learning and integrity. These values have guided our work throughout the decades and are apparent in our daily activities.