Evli is a bank specialized in investments that helps institutions, corporations and private persons increase their wealth sustainably. The company’s operations are divided into two segments. The Wealth Management and Investor Clients segment comprises conventional assets management and mutual funds as well as capital market services and alternative investment products. The Advisory and Corporate Client segment includes Corporate Finance advisory, management of incentive programs and the research service provided to companies. Evli also offers banking services that support clients’ investment operations. Owing to the comprehensive service palette of its segments, Evli can provide its clients with diverse product and service solutions to meet their specific needs.
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:
Evli’s long-term target is to be a growing and profitable bank specialized in investments, which consolidates its position as a leading asset manager in Finland and engages in expanding international operations. The cornerstone of Evli’s strategy is to harness the company’s unique investment expertise by pursuing carefully defined strategies across an extensive geographical area.
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. I 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.
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
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.
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.
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.
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.