Evli AB Analysis
What is Evli AB?
Evli AB provides private banking, institutional wealth management, and incentive program administration for individuals, companies, and institutions. The company manages approximately 19.7 billion euros in client assets and operates offices in Finland and Sweden. It is the third-largest asset management firm in Finland.
Location
Stockholm, Sweden
Employees
11-50
Founded
1985
Product Features & Capabilities
- Private Banking for clients with over 300,000 euros in assets
- Institutional Wealth Management with tailored solutions for organizations
- Digital Wealth Management for clients with 10,000 euros or more
- Enhanced Index Funds combining passive indexing with active stock selection
- Alternative Investments including real estate, forestry, and infrastructure funds
Use Cases
Manage private client wealth with personalized financial planning; Administer incentive programs for organizations; Offer digital wealth management for clients with 10,000 euros or more; Provide tailored institutional wealth solutions with customized investment strategies; Offer alternative investments such as real estate and infrastructure funds to institutional clients
Other Considerations
Founded in 1985; Manages 19.7 billion euros in client assets; Third-largest asset management firm in Finland; Operates in Finland and Sweden; Offers enhanced index funds with active stock selection; Provides institutional wealth management with tailored solutions
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