- Your wealth manager will maintain contact with you in a mutually agreed manner.
- You benefit from an insurance contract that allows you to conveniently change the investment objects and weights, and which makes sense in terms of taxation.
- You have access to our experts in inheritance planning, pension solutions and personal risks.
- You can keep track of your investments in the Web Service or in the ML Money mobile app.
- You will receive a wealth management report at least four times a year.
Private Wealth Management
With Mandatum Life Wealth Management, your personal wealth manager will get to know all about your goals and needs. You and your wealth manager can build just the right investment plan for you.
We are patient investors, targeting a good return on your investments in the long run. Our wealth management is also flexible. When the world changes or your situation or needs evolve, your wealth manager reacts. You benefit from Mandatum Life’s investment insight and investment offering without having to participate in making investment decisions.
We also offer our wealth management customers services in inheritance planning, pension solutions and preparing for personal risks.
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.
We will map out your needs
We will review your situation and determine your investment needs.
We will agree on the next steps
By discussing matters with you, we will be able to offer investment services to suit your situation.