Evli Oyj
Evli is a Finnish financial services company specializing in asset management, investment funds, and corporate advisory services. It manages a significant portfolio of traditional and alternative investment funds, with a total fund capital of approximately €13.8 billion. The company operates primarily in Finland and Sweden, offering comprehensive wealth management, investment, and corporate services to private individuals, corporations, and institutions. Evli is known for its Nordic boutique fund management approach and focuses on sustainable investment practices.
Fiscal year 2025 · change from previous year
Development 2020–2025
Business
Share of revenueIncludes management of investment funds and portfolios for clients.
Offers advisory services for mergers, acquisitions, and capital raising.
Involves investment products outside traditional asset classes.
Customers
Evli serves a diverse range of customers, including wealthy individuals, corporations, and institutional investors. The company's asset management services are tailored for high-net-worth individuals and institutions seeking comprehensive investment solutions. Corporate clients benefit from Evli's advisory services in mergers, acquisitions, and capital raising. The company's international clientele is growing, with a significant portion of its fund capital coming from outside Finland.
Wealth management and investment services for high-net-worth individuals.
Investment solutions tailored for institutional needs.
Advisory services for corporate finance and capital markets.
Strategy
Evli's strategic priorities include expanding its international sales and enhancing its alternative investment product offerings. The company is committed to sustainable investment practices, integrating ESG factors into its asset management processes. Evli aims to strengthen its position as a leading Nordic boutique fund manager by focusing on customer experience and innovative investment solutions. The company also seeks to grow its managed assets significantly over the long term.
To increase market share and client base globally.
To align with global ESG trends and client demand.
Geography
Evli operates primarily in Finland and Sweden, with a growing international presence. The company is recognized as a Nordic boutique fund manager, attracting clients from across Europe. Its headquarters are in Finland, where it manages a significant portion of its operations. The company's international sales and alternative investment products are strategic growth areas, contributing to its expanding global footprint.
Risks
Evli faces several business and financial risks, including market volatility and changes in the economic environment. The performance of its asset management business is closely tied to capital market conditions and the demand for investment products. Corporate finance activities are sensitive to shifts in investor confidence and market dynamics. Additionally, Evli's own investment activities are exposed to liquidity, market, and interest rate risks, which are managed through strict internal controls.
- Market VolatilityImpact: HighLikelihood: High
Affects asset management revenues and client investments.
- Economic EnvironmentImpact: MediumLikelihood: High
Impacts demand for investment products and services.
- Investor ConfidenceImpact: MediumLikelihood: High
Influences corporate finance advisory projects.
Accounting
Judgemental itemsTiming and conditions affect reported earnings.
Impact: Significant quarterly fluctuations
Critical for accurate financial reporting.
Impact: Affects investment income and risk management
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Last updated: 24/09/2026