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Wealth Management

We are a full-service asset manager, providing our clients with personalised, long-term solutions. Our clients can choose comprehensive wealth management services as well as high-quality individual products tailored to their specific needs.

Henkilostoa

A bold and forward-looking asset manager

Customer focus is a key value for us. That is why our operations emphasise a long-term mindset and an effort to exceed our clients' expectations. We are distinguished by an exceptionally strong commitment and deep expertise. Our key wealth management professionals are shareholders of the company and have decades of experience in the investment markets. Our clients' assets are in capable hands in all circumstances.

UB Eurooppa Kiinteistoosake 800X338

For institutions

We are one of Finland's oldest asset management companies and a Nordic pioneer in alternative investments. Our unique expertise, which is built especially around real assets, has been created as a result of decades of work.

Reliable asset management

Our roots are strongly in asset management, and we are one of Finland's oldest independent investment companies. Over the years, we have seen many economic ups and downs and learned to act decisively even in uncertain times.

Personalised service and a high standard of quality are extremely important to us. We are committed to managing our clients’ wealth with expertise, long-term dedication, and a strong focus on their best interests.

Individual asset management

We offer our clients comprehensive asset management services, which are always tailored to the client's individual goals and starting points. Our discretionary asset management service is intended for investments of over EUR 200,000. Our asset management models offer solutions for private clients, companies, and institutions alike.

We also tailor equity and fixed income portfolios according to our clients’ wishes, designed to meet their individual needs.

Consultative asset management

If you prefer to make your own investment decisions, we are happy to assist you in planning your investment strategy and setting long-term goals. We provide high-quality advice on all investment matters as well as expert, personalised service. We monitor the markets actively and seek solutions that support your financial success.

Securities brokerage

Our securities brokerage service is designed for institutions and larger private investors who trade actively. Our team has extensive experience in both equity and fixed income markets.

We provide access to trading not only in Finland but across all major global markets. In addition to listed equities and bonds, our brokerage services cover exchange-traded funds.

We are happy to present the different asset management service options available.

Ask more from our experts:
tel. 09 2538 0320 tai e-mail invest@unitedbankers.fi