We are patient investors, targeting a good return on your investments in the long run. Our wealth management is also flexible. When the world changes or your situation or needs evolve, your wealth manager reacts. You benefit from Mandatum Life’s investment insight and investment offering without having to participate in making investment decisions.
We also offer our wealth management customers services in inheritance planning, pension solutions and preparing for personal risks.
As a private wealth management customer:
- Your wealth manager will maintain contact with you in a mutually agreed manner.
- You benefit from an insurance contract that allows you to conveniently change the investment objects and weights, and which makes sense in terms of taxation.
- You have access to our experts in inheritance planning, pension solutions and personal risks.
- You can keep track of your investments in the Web Service or in the ML Money mobile app.
- You will receive a wealth management report at least four times a year.