Private Wealth Management

Wealth does not grow by chance, and added value even less so. It grows when expertise meets an individual, and results meet expectations. ​

We meet your goals and situation with the expertise that has made Mandatum one of the most respected financial sector operators in the Nordic countries. Over 140 investment professionals manage client assets with a long-term view and measurable results.

I want to discuss wealth management

Private Wealth Management

Wealth does not grow by chance, and added value even less so. It grows when expertise meets an individual, and results meet expectations. ​

We meet your goals and situation with the expertise that has made Mandatum one of the most respected financial sector operators in the Nordic countries. Over 140 investment professionals manage client assets with a long-term view and measurable results.

I want to discuss wealth management
Service that understands people

Asset managers must know the numbers and the markets. But above all, they must know people – their goals and hopes.

Our customers know that they can demand a lot from us. That is why we focus on understanding your overall situation and aim to achieve results for you.​

The right partner makes a difference. Our customers are proven to be satisfied (Kantar Prospera Private Banking 2025, NPS).

It all starts with high quality

The selection of investment objects always starts with the customer’s needs and goals. Each investment object is carefully selected and based on an in-depth analysis.

Mandatum’s knowledge of various asset classes, especially in the fixed income and bond markets and in alternative investments, speaks for itself. Award-winning products, such as the Nordic High Yield fund, are examples of what quality can deliver. 

​A global network and extensive resources enable more – on a scale that is visible in the range.

Expertise that has value

Over the decades, our growing expertise has been honed into an investment strategy that has been embraced by both our clients and Mandatum’s own balance sheet management. Our benefits are shared, as we invest your assets as we do our own: for the long-term, anticipating market movements and seizing quality opportunities.

We take into consideration the goals and responsibilities of even the most demanding investors, as we build solutions that follow not only the markets but also the needs of people.

FINLAND’S BEST PRIVATE WEALTH MANAGEMENT*

An active service attitude, a strong brand and successful investment operations – these are the things that our customers particularly value. Mandatum was rated as Finland’s best private asset manager in the Kantar Prospera Private Banking 2025 study.

“Behind these outstanding results are our personal and proactive service, strong expertise, and investment professionals who work tirelessly every day for our clients. Each of our clients has a dedicated wealth manager who ensures that their asset-management-related goals are accounted for comprehensively. Our wealth managers meet with their customers several times a year.”

– Petri Väisänen, Head of Private Wealth Management

*Kantar Prospera’s Private Banking 2025 Finland customer study.

kantar prospera

Mandatum has been selected Finland’s best private banking provider in Kantar Prospera’s Private Banking 2025 Finland survey. The study shows that clients particularly value Mandatum for its service mindedness, strong brand, and investment track record. The participants included both private individuals and CEOs at owner-led companies with financial assets or liquidity of minimum EUR 500,000.


EXPERIENCE FINLAND'S BEST WEALTH MANAGEMENT

CONTACT US

The wealth management services are provided by Mandatum Life Insurance Company Limited and its representative companies Mandatum Asset Management Ltd and Mandatum Life Services Ltd. The wealth management agreement is unit-linked insurance offered by Mandatum Life Insurance Company Limited.

HOW WE INVEST YOUR ASSETS

We are patient investors, targeting a good return on your managed assets in the long run. Our wealth management is flexible: you benefit from Mandatum’s investment insight and range of investments without having to continuously keep track of the markets yourself. Your wealth manager monitors the achievement of your investment plan in regular meetings and will agree on any changes with you as needed. 

You will receive personal wealth management for investment assets exceeding EUR 500,000.

I would like to discuss private wealth management

Helping wealth management clients prepare for risks

RESPONSIBLE INVESTMENT

In Mandatum’s view, companies that operate responsibly perform better. By investing responsibly itself, Mandatum makes better-justified investment decisions that align with its long-term sustainability and risk management objectives.

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Interested?

  1. Enter your contact details here

    We will contact you to schedule an appointment. In the additional information field, you can include, for example, the best time to call you.

  2. We will map out your needs

    We will review your situation and determine your investment needs.

  3. We will agree on the next steps

    By discussing matters with you, we will be able to offer investment services to suit your situation.