Evli AB Analysis
What is Evli AB?
Nordic private banking for institutions and individuals
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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