Wealth Management

Wealth management that knows your worth

As our client, you have a loyal wealth manager by your side, keen to learn all about your values, wishes and goals, and focusing on implementing the plan that you have created together.

When the world changes or your situation or needs change, your wealth manager reacts and provides you with a solution suited to your current life situation. And if you wish, the benefits can be carried over to future generations.

Investment philosophy

Patience in investing will be rewarded.
The consistent utilization of all asset classes leads to better results.
Investing in responsible companies yields more in the long run.

Why invest with Mandatum Life?

You will receive a better plan

  • Your wealth manager is guided by your life situation.
  • You have access to our experts on investing, pension solutions and preparing for personal risks.
  • You will reap the benefits of insurance investing.
  • You can invest responsibly, as you are partnering up with a responsible investment pioneer.
  • You will benefit from the best investments from Finland and around the world.
  • You will receive a unique opportunity to invest in alternative investments.
  • You can stay on top of your investments in our Web Service.

Co-investing is worthwhile

You have access to a co-investing model together with Mandatum Life and Sampo Group across all asset classes.

  • EUR 1,000+ mill. in alternative fixed income investments, investment operations since 2008.
  • EUR 600+ mill. commitments in 60+ capital investment funds, investment operations since 1990s.
  • EUR 500 mill. in real estate investments, investment operations ~100 years.
  • Large volumes offer better terms with managers.

As our customer, you always invest under an insurance contract, which is a flexible and tax-smart choice.

Let us team up to make a better plan together for you so you can use your wealth for
your own goals and live your life the way you want to
– now and in the future.

Contact us for more info or come for a free consultation »
Learn more about Terms & Conditions and Prices (in Lithuanian).