Wealth does not grow by chance, and added value even less so.
As our wealth management client, you can demand a lot – we know the markets but also people. You will receive proven solutions, and in-depth investment expertise and understanding.
We take care of your assets for the long term, taking advantage of changing market conditions. You can also turn to our specialists in inheritance planning, pension solutions and risk management, as well as our expertise in the needs of companies and entrepreneurs.
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.
The wealth management services are provided by Mandatum Life Insurance Company Limited and its representative companies Mandatum Asset Management Ltd and Mandatum Services Ltd. The wealth management agreement is unit-linked insurance offered by Mandatum Life Insurance Company Limited.
Patience
For us, patience means an investment process that is based on independent, in-house analyses. Our investment process does not rely on benchmark indices or the opinions of the masses, which allows us to avoid the pitfalls of herd behaviour. If the opportunity arises, we can also swim against the tide.
Agility
For us, agility means being flexible. We can wait a long time if needed, but when the opportunity arises, we take immediate action. Our expertise and wide network open up opportunities, allowing us to be opportunistic in choosing the asset class, partner and investee best suited to the situation. At the same time, we take our customers’ special needs into account.
Co-investment
We invest according to a co-investment model, meaning in many cases we offer our customers the same unique investment objects that we invest in through our own balance sheet. We open doors for our customers and we move forward with them.
Responsible investment
Responsible investment is an integral part of our entire investment process. We believe that investing in responsible companies is more profitable in the long run. What is right is also profitable.
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.
Read moreWe 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.
