Becoming a Wealth Management client
Mandatum Life Wealth Management represents this century's advanced wealth management. Your Wealth Management contract can be either a full-mandate Wealth Management or a consultative Wealth Management contract. These options are available for clients whose assets to be invested start from EUR 350,000.
In full-mandate Wealth Management, Mandatum Life portfolio managers independently make and execute investment decisions tailored for the clients in accordance with the agreed investment strategy.
In consultative Wealth Management, if preferred by the client, he or she may also personally make individual investment decisions. In this case, Mandatum Life portfolio managers provide investment-related advice.
Andres Urb
Wealth Manager
Phone: +372 681 2340 Mob. +372 505 3751
andres.urb[at]mandatumlife.ee
Paul Lukka
Head on Baltic Wealth Management
Phone: +372 681 2326 Mob. +372 5305 7890
paul.lukka[at]mandatumlife.ee