Independent investment decisions, information and investment objects of a major investor, available
to a chosen few
Our consultative wealth management allows you to benefit from the expertise, knowledge and recommendations of our experienced professionals, while still making the final investment decisions yourself. Our wealth management services are carried out within an insurance contract, which means that you can change the investment objects and withdraw your invested capital without tax consequences. You pay the taxes only when you withdraw the returns under your contract.*
We offer a wide selection of investments. We are part of the Sampo Group and co-operate with BlackRock, the world's largest asset management firm. When you invest in iShares index products through us, you combine index investments with the benefits of insurance investing.
Your wealth manager will maintain contact with you in a mutually agreed manner. You can keep track of your investments on our Web Service and you will receive a wealth management report at least four times a year. As a wealth management customer you will also receive legal advisory services related to the management of your investments and your personal finances.
Let's come up with a better plan for your wealth.
*) The taxation information corresponds to the tax legislation in effect on 1 January 2017. Mandatum Life is not responsible for possible future changes in taxation.
Investment opportunities you won't find elsewhere
As a customer of our Wealth Management, we provide you with access to investments available to major investors. Choose from our diverse selection a combination that suits your targets. We offer you selected investment objects of our partners. You can also invest in stocks directly.
We are also a partner of BlackRock, the world's largest asset manager and therefore over 700 iShares index products, or ETFs (exchange-traded funds) as well as the expertise of a global market leader are available to you.
In addition, we offer structured investments tailored to the market situation and investment objects usually available to institutional investors only.
The world's leading asset management firm BlackRock is Mandatum Life's partner
BlackRock is the world's largest asset management firm and a global market leader in index investments. The assets managed by BlackRock amounted to USD 5.1 trillion on 30 September 2016.
iShares is BlackRock's unit focusing on ETF business. iShares is the global market leader in ETFs.
There are a total of more than 700 iShares equity, fixed income and raw material funds worldwide. iShares ETFs are bought and sold on stock exchanges in the same way as common stocks.
Is Consultative Wealth Management the right choice for you?
- You value personal service and want to have a dedicated wealth manager to act as your advisor, who will keep you up to date on what is happening in the markets and provide you with information about interesting investment objects.
- Your assets to be invested exceed EUR 250,000.
- You wish to make the final decisions concerning your investments, while still benefiting from the insights of investment professionals to back up your decisions.
- You want to draw on the benefits of an insurance contract: changing investment objects and allocations is easy and makes sense in terms of taxation.
- The solvency and reliability of the wealth management company hold great significance for you.
We will provide you with an individual and tax-smart solution for securing and increasing your wealth according to your risk profile.
We always take your life situation into account and we also provide you with expert assistance for example in inheritance planning and in preparing for life and health risks.
In our Wealth Management there are more than 80 investment professionals ensuring that your wealth grows. They have a long experience and expertise from working in investment markets in Finland and abroad.
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