Discover the power of co-investment as Mandatum’s Wealth Management customer.
When your assets share a ride with ours, the result is performance, benefits of scale and new opportunities. Your assets will be managed by a Mandatum team that also manages our own assets. With equal ambition.
You can invest in the same attractive investment objects that we invest in ourselves. You will also benefit from our special expertise in alternative investments. Our wealth experts are there to walk with you to the gates of prosperity and compose a solution that serves you best.
WEALTH MANAGEMENT TO SUIT YOUR SITUATION AND GOALS
We will build an investment and service package that suits you best and adapts to the changing world and to your changing needs and goals.
WE MANAGE YOUR ASSETS AS WE DO OUR OWN
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.
MORE THAN JUST INVESTMENTS
As our wealth management customer, you also have access to experts in inheritance planning, pension solutions and preparing for personal risks. We offer a comprehensive, tailored solution – from one location.
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’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.
As a private wealth management customer:
- 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 Mandatum Money mobile app.
- You will receive a wealth management report at least four times a year.
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.