We offer wealth management that includes a wide selection of instruments and asset classes.
Easy, but effortless
Our wealth management agreement enables a wide range of instruments and investments in all asset classes with the help of a capital redemption contract. There are no tax consequences for changing investment objects within the agreement. Taxes are paid only after the returns have been paid out.
The tables are set
In Mandatum Life’s Wealth Management, you can opt for either a full-mandate wealth management agreement or a consultative wealth management agreement. We recommend full-mandate wealth management, which gives the customer the full benefit of Mandatum Life’s insight.
You will receive a quarterly Wealth Management Report, and you can also keep track of your investments on our online service. Your dedicated Wealth Manager will maintain contact with you in a mutually agreed manner.