Wealth Management Services
Your private banker
At Taaleritehdas, each client is assigned a dedicated private banker who plays a central role in providing services for them. The private banker acts as the client’s agent in the investment markets; their task is to create an investment strategy for the client based on the current life situation and objectives, and to update it in response to changes in the market and the client's circumstances. On the basis of the investment strategy, the private banker proposes various investment services and assists the client in all investment-related issues.
Get to know our Private Bankers.
Investment Managers
Through the dedicated private banker, the client gains access to a wide range of investment, tax and financing experts. Whenever the need arises, the private banker calls a meeting with the appropriate experts. Taaleritehdas invites its clients to regular market reviews to keep them up to date on current developments in the investment markets. At the same time, they have the opportunity to interview the experts in person.
Get to know our investment professionals.
Investment strategy and annual plan
When an wealth management partnership is initiated, an investment strategy is defined for each individual client based on their specific circumstances. Additionally, an annual plan is drawn up detailing strategy updates, the presentation of new services and communications policies, etc.
Omat Taalerit online service (only in Finnish)
Clients will have access to the Omat Taalerit online service, which provides a continuous stream of asset reports with a delay of only two banking days. Furthermore, the service provides regularly updated reviews as well as a great deal of other topical information. Omat Taalerit online is currently only available in Finnish.
Portfolio management
Client portfolios are managed by Taaleritehdas in accordance with the client’s investment strategy. Read more about our investing.
Trading services
For active trading, Taaleritehdas offers brokerage services with the client’s buy and sell orders carried out by professional brokers, quickly and efficiently. Confirmation of trades is received electronically to the Omat Taalerit reporting service. Any other reporting procedures will be subject to special agreement with the client.
