Leading asset manager in Finland

We see wealth as an engine to drive progress. We draw on our heritage, broad expertise and Nordic values to grow and manage wealth for institutional, corporate and private clients in a responsible way. 

Our story started in 1985 as a brokerage firm. Today, we are the leading asset manager in Finland offering a broad range of services including mutual funds, asset management and capital markets services, alternative investment products, equity research, share plan design and administration as well as Corporate Finance services. Responsible investing is integrated in every investment decision and our expertise is widely acknowledged by our clients.

Evli has been built into a unified entity that strives for common goals, where co-operation between business units enables the provision of comprehensive investment services products and solutions to clients. The company provides customers with versatile and professionally produced financial services for all their needs. 

Long-term growth and development

Through its sensible and persistent work, Evli’s aim is to increase its shareholder value in the long term. The objective is not only to increase the company value but also to distribute competitive dividends on an annual basis.

The growth goals are supported by:

  • Quality and comprehensive services
  • Unique customer base
  • Internationally awarded investment products
  • Experienced and committed staff
  • Scalable business
  • Strong economic development

Strategy - Simply Unique

The company's long-term goal is to be a growing and profitable asset manager with a unique customer base and a broader international business.

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Increasing the client base in Finland and internationally

The company's client base is focused on institutional investors, other professional operators and, from private clients, mainly wealthy individuals. The company works with these customer groups on a long-term basis and strives to create long-term client relationships. The company's key strength is the large share of the assets managed by the company, especially in the assets of institutional clients.

The company's wide and demanding client base and diverse interfaces towards clients, through Wealth Management and Investor Clients as well as Advisory and Corporate Clients, create opportunities for the company to innovate, create new services, products and practices to serve clients' needs holistically.

The aim is to further strengthen the position as a leading asset manager in Finland. Given the substantial share of the domestic market and the small size of the market, international growth is a natural objective for Evli. Internationally Evli focuses on increasing the sales of selected funds to institutional investors through carefully selected partners. International sales Evli leverages o its image of a high-quality and reliable Nordic fund management boutique. In addition, compared with large international fund houses, Evli’s relatively smaller size enables agility and more personalized service.

Perceived as ”Simply Unique” by clients

Evli’s Vision is to be perceived by clients as Simply Unique by offering high-quality services and a unique customer experience. The aim of the development of product and service concepts is to offer clients more flexible products and services that take responsibility as well as individual needs and requirements into account. The key products and services consist of innovative institutional level products and services and a sound corporate culture which is based on Evli’s values; entrepreneurship, valuable relationships, integrity and learning. These values and Evli’s Ethical Code of Conduct serve as the guiding principles in the management of client relationships

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Alternative investment products to private clients and institutions

The cornerstone of expanding the product and service portfolio is the continued development of alternative investment products in accordance with client demands. Evli offers Finnish private and institutional investors, and in the future also international clients, several alternative investment products. The aim is to turn the asset class into a considerable source of revenue.

Development of the integrated corporate service model to corporate clients

The service concept to corporations based on the creation of a unique system geared to increasing shareholder value is constantly being further developed. Companies are offered both corporate advice and services related to M&A activity, as well as management of incentive plans and corporate analyses. The aim is to increase sales of these services in Finland and Sweden.

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Evli’s ability to integrate responsibility into its entire business and create value through responsible operations is also essential to value creation. Read more about Evli’s corporate responsibility and responsible investing.

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New digital investment solutions and service models

Evli invests strongly in the development of digital services alongside traditional service models. Improving efficiency is also critical for the company’s success in a digitalized business environment.

Utilization of process automation, software robotics and artificial intelligence

Process automation, software robotics and artificial intelligence have an increasingly important role in the daily activities of the investment services industry. They also have a direct impact on client experience in the form of the smooth performance of the services. To maintain its competitiveness, Evli increases its investments in digital services and automation of its practices.

CEO’s review

Despite the continued uncertainty in the operating environment, Evli's revenue developed strongly during 2023. Net revenue increased by 13 percent from the corresponding period of the previous year and was EUR 108.7 million (EUR 96.1 million), and operating profit rose over 30 percent and was EUR 40.2 million (EUR 30.9 million). Revenue increased due to increased fund fees in traditional and alternative funds as well as increased commission income in the incentive business.

In the fourth quarter, the Group’s net revenue increased by 4.5 percent from the comparison period and was EUR 30.7 million (EUR 29.4 million). Operating profit, in turn, doubled to EUR 10.9 million (EUR 5.0 million). The positive development was due to the increase of commission income from traditional funds. By contrast, commission income from the Corporate Finance unit and brokerage activities remained lower during the quarter than in the previous year because of the slowdown in M&A activity and lower trading volumes.

CEO's review 1–12/2023

2023 was a good year to Evli – Operating profit up 30 percent.