Wealth management to suit your goals
We take care of your assets for the long term, taking advantage of changing market conditions – just as we do with our own assets. As our wealth management customer, you also have access to experts in inheritance planning, pension solutions and preparing for personal risks, and our expertise for the needs of companies and entrepreneurs.
The wealth management services are provided by Mandatum Life Insurance Company Limited and its representative companies Mandatum Asset Management Ltd and Mandatum Life 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.
Mandatum expects all of its investees to act responsibly. We believe that, in the long run, companies that operate responsibly will yield better results as investees, thanks to their more favourable growth prospects and more predictable cost development.
Mandatum expects all of its investees to act responsibly. We believe that, in the long run, companies that operate responsibly will yield better results as investees, thanks to their more favourable growth prospects and more predictable cost development.
