Evli as an investment

Evli is a Nordic wealth manager that guides institutions, companies, and individuals in building a prosperous tomorrow. Our business is based on stable revenue and long-term growth. With 40 years of experience, we offer award-winning and result-driven wealth management, along with a broad range of investment solutions. Our services include mutual funds, asset management, and capital markets services, alternative investment products as well as Corporate Finance services.

Evli’s revenue model is primarily based on recurring management and commission fees, which provide a stable foundation for its profitability. This is complemented by international growth potential as well as a scalable and predictable business model.

Why invest in Evli

• Consistent growth in assets under management: Client assets under management (AUM) have grown by 5.1% annually since 2021, reaching €21.4 billion by the end of 2025.
• Broad offering and client base: A wide product and service offering allows us to meet client needs in different market situations and reduces the risk associated with a single asset class.
• High growth potential in international sales: Net subscriptions from international clients totaled nearly EUR one billion in 2025, accounting for approximately 25 percent of Evli’s total fund capital.
• Scalability and predictability: Growth in assets under management is reflected in strong operating profit and return on equity. Recurring revenue accounts for a large and growing share of revenues providing visibility and predictability.

Our long-term goal is to be the leading independent wealth manager in the Nordic region with a unique customer base and a broader international business.

Financial targets

Evli’s long-term financial targets are: 

• Significant growth of AUM (EUR 30 billion) over the long-term
• EBIT margin of 30%
• High return on equity (25%)
• Recurring revenue ratio in excess of 130%.
   

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