As our wealth management customer, you receive comprehensive wealth management services with our unique range of investments and expertise, which has made Mandatum one of the most respected operators in the Nordic countries. An organisation of more than 140 professionals handles wealth management at Mandatum.
As our wealth management customer, you receive comprehensive wealth management services with our unique range of investments and expertise, which has made Mandatum one of the most respected operators in the Nordic countries. An organisation of more than 140 professionals handles wealth management at Mandatum.
When the world, your needs or your goals change, our wealth experts ensure that you always have an investment and service package that best meets your needs.
We take care of your assets for the long term, taking advantage of changing market conditions – just as we do with our own assets. You also have access to investment objects that are aimed only at major investors.
As our wealth management customer, you also have access to experts in inheritance planning, pension solutions and preparing for personal risks.
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.
We are patient investors, targeting a good return on your managed assets in the long run. Your personal wealth manager will help you select the solutions that best suit your goals and overall situation.
Our wealth management is flexible. When the world changes or your situation and needs evolve, we react. You benefit from Mandatum’s investment insight and investment offering without having to continuously react to market changes. Your wealth manager monitors the achievement of your investment plan at regular meetings and agrees on adjustments as needed.
You will receive personal wealth management for investment assets exceeding EUR 500,000.
Our wealth management is built around a personal approach and proactiveness, which are factors that our customers appreciate the most. Each of our customers has their own wealth manager who ensures that the customer remains on track to achieving their goals, and that their life and risks are accounted for comprehensively. The key here is active communication. Our wealth managers meet with their customers several times a year.
- Petri Väisänen, Vice President, Private Wealth Management at Mandatum
* Mandatum’s customer feedback survey
Mandatum expects all of its investees to act responsibly. We believe that, in the long run, companies that operate responsibly will yield better results as investees, thanks to their more favourable growth prospects and more predictable cost development.
Mandatum expects all of its investees to act responsibly. We believe that, in the long run, companies that operate responsibly will yield better results as investees, thanks to their more favourable growth prospects and more predictable cost development.
We will contact you to schedule an appointment. In the additional information field, you can include, for example, the best time to call you.
We will review your situation and determine your investment needs.
By discussing matters with you, we will be able to offer investment services to suit your situation.
