EVLI Company

Evli Company: A Comprehensive Overview

1. Company Overview

Founding Date and Background

Evli Company, originally established as Evli Securities Ltd, was founded in 1985 by Carl Ahlström, Henrik Andersin, Roger Kempe, and Thomas Thesleff. The founders recognized opportunities during the deregulation of the financial market and aimed to create a new type of broker that would leverage their expertise and entrepreneurial spirit.

Parent Company/Ownership Structure

Evli is currently structured as Evli Plc, following a partial demerger from Evli Bank Plc in 2022. This arrangement resulted in the formation of Evli Plc, focused on asset management and advisory services, while Fellow Bank Plc took over banking operations. Evli Plc is publicly traded on the Nasdaq Helsinki stock exchange.

Headquarters Location

Evlis headquarters is located at Aleksanterinkatu 19, 4th floor, 00101 Helsinki, Finland. The company also operates branch offices in major Finnish cities such as Turku, Tampere, Vaasa, and Oulu, as well as in Stockholm, Sweden.

Global Business Scope

Evli operates primarily in the Nordic region, serving a diverse clientele that includes private individuals, corporations, and institutions. The company offers a comprehensive range of wealth management and investment banking services, positioning itself as a Nordic fund management boutique for institutional investors.

Main Regulatory Bodies

Evli is regulated by several financial authorities, including the Finnish Financial Supervisory Authority (FIN-FSA) and the Swedish Financial Supervisory Authority (Finansinspektionen). These regulatory bodies oversee the company's operations to ensure compliance with financial regulations and protect investor interests.

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2. Company History and Development

Key Milestones

• 1985: Evli Securities Ltd was established.
• 2001: The company was granted a banking license and became Evli Bank Plc.
• 2022: Evli Bank Plc underwent a partial demerger, resulting in the creation of Evli Plc focused on asset management.

Business Expansion Journey

Evli has expanded its operations significantly since its inception. Initially starting as a brokerage firm, it evolved into a bank and subsequently into an asset management group. Over the years, Evli has acquired several companies, enhancing its service offerings and market position.

Customer Base Growth

Evli has cultivated a diverse customer base that includes high-net-worth individuals, corporations, and institutional investors. The company reported assets under management (AUM) of approximately €18.5 billion as of early 2024, reflecting its growth and increasing market presence.

Platform Development History

The company has invested in developing robust digital platforms to enhance client engagement and service delivery. The "My Evli" online service allows clients to monitor their investments and access a range of financial services conveniently.

Important Awards or Recognitions Received

Evli has received multiple accolades, including being named the best fund house in Finland and Sweden by Morningstar in 2024. This recognition highlights Evli's commitment to providing high-quality investment products and services.

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3. Trading Services Offered

Forex Trading Options

Evli provides a range of forex trading options, offering access to numerous currency pairs. The exact number of currency pairs available varies, but the company aims to cater to the diverse trading needs of its clients.

Stock Trading Options

Evli offers stock trading services across various markets, allowing clients to trade shares of publicly listed companies in Finland and other Nordic countries. The platform is designed to facilitate efficient trading and provide real-time market data.

CFD Trading Products

The company also offers Contracts for Difference (CFDs), enabling clients to trade on price movements of financial instruments without owning the underlying assets. This service provides flexibility and the potential for leveraged trading.

Other Financial Instruments

In addition to forex and stocks, Evli provides access to a variety of other financial instruments, including commodities and structured products. While cryptocurrencies are not explicitly mentioned in the provided information, Evli's focus on innovative investment solutions suggests a potential interest in evolving financial instruments.

Special Services or Unique Advantages

Evli differentiates itself by offering personalized services through its private banking division, tailored investment strategies, and a commitment to responsible investment practices. The integration of ESG factors into investment decisions reflects Evli's dedication to sustainable finance.

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4. Regulatory and Legal Background

Detailed Regulatory Information

Evli is subject to regulation by the following bodies:

• Finnish Financial Supervisory Authority (FIN-FSA)
• Swedish Financial Supervisory Authority (Finansinspektionen)

  These regulatory bodies ensure that Evli adheres to financial regulations, promoting transparency and protecting investor interests.

Legal Entity Structure by Region

Evli operates through several legal entities, including:

• Evli Plc: Focused on asset management and advisory services.
• Evli Bank Plc: Previously handled banking operations before the demerger.
• Aurator Asset Management: Operates under the Evli brand in Turku.

Client Fund Protection Measures

Evli takes client fund protection seriously, adhering to local regulations that mandate the segregation of client funds from company assets. This practice is designed to safeguard clients' investments in the event of financial difficulties.

Countries/Regions Served

While primarily focused on the Nordic region, Evli's services extend to international markets through its partnerships and global investment strategies.

Compliance History

Evli has maintained a strong compliance record, consistently meeting regulatory requirements and demonstrating a commitment to ethical business practices.

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5. Competitive Landscape

3-5 Main Competitors

Evli operates in a competitive landscape, with key competitors including:

• Nordea Investment Management
• OP Financial Group
• Danske Bank Asset Management

  These firms also offer a range of investment and asset management services in the Nordic region.

Positioning in the Industry

Evli positions itself as a leading asset management firm in Finland, recognized for its responsible investment practices and high-quality service. The company aims to be the forerunner in responsible wealth management in the Nordic region.

Market Differentiation Factors

Evli differentiates itself through its commitment to sustainability, innovative investment solutions, and personalized client services. The integration of ESG factors into investment strategies and the focus on long-term value creation are key elements of Evli's market positioning.

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In conclusion, Evli Company has established itself as a prominent player in the Nordic asset management industry, driven by a commitment to responsible investing and client-focused services. With its rich history, robust regulatory framework, and innovative trading solutions, Evli continues to evolve and adapt to the changing financial landscape.

For more information on Evli and its services, learn more.