Your asset manager is always at your service. Meetings can also be held in the evenings and at weekends.
Investment decisions can be made by Evli in line with the agreed strategy, together with the asset manager or independently with the help of the information produced by Evli. If you have several investment portfolios with us, different methods of decision-making can be applied to different portfolios.
Through Evli you can invest in all asset classes, including listed equities, fixed income investments, real estate, unlisted equities and commodities.
All geographical areas, from developed to emerging markets, are within your reach through Evli’s own funds and those of its partners.
You can invest in funds, ETFs, equities, bonds, structured products and derivatives. The Evli Trader service allows you to trade independently on the NASDAQ OMX stock exchanges in Helsinki, Stockholm or Copenhagen, the NYSE, Nasdaq and Deutsche Börse.
Evli can help you with all your tax and legal issues regarding your assets. Tax considerations are an integral part of investment activities. We can also help you to draw up deeds of donations, testaments and estate inventories. Evli’s Private Banking unit’s legal expert and our comprehensive network of partners are at your service.
The My Evli online service allows you to monitor the performance of your entire assets, including all your investment portfolios, properties and unlisted companies, whenever you want. The service also contains Evli’s weekly reviews, the latest market information and investment ideas.
Evli Life offers asset management solutions which allow you to optimize the taxation of your investment assets and carry out inheritance planning through individually-tailored unit-linked life insurance. We seek the best offer from various insurance alternatives to find the insurance solution that will suit you best.