Wealth Management

Wealth management is partnership

We offer a versatile range of wealth management services for both private individuals and institutions. If you are able to invest amounts in the region of half a million euros, we warmly recommend Taaleritehdas’ services for you. Our private banker will help you select the asset management services best suited for your situation and aspirations. All wealth management services provided by Taaleritehdas are based on the specific circumstances and objectives of the individual client: be it the inner circle of the family or a family-owned firm, wealth creation, life goals and wishes or aims regarding the future use of the wealth.

We have expertise in ETF´s and Eastern Europe markets

We challenge traditional corporate and institutional wealth management methodologies by primarily making use of efficient Exchange Traded Funds (ETFs) and highlighting accessibility and transparency in all our operations. Our portfolio managers concentrating on Eastern Europe and our experts in the Finnish markets are indisputably experienced specialists in their respective fields. Additionally, we offer securitised investment opportunities in the form of private equity funds when the time is right.

Through open discussion to best solutions

The best results in wealth management are achieved when the client’s goals and objectives are combined with open and regular communications between the client and the private banker or investment director, and efficient and transparent investment activities and other wealth management services, such as financing and taxation. All these aspects are duly addressed in the agreement made with individual clients.

A wealth management partnership always starts with a discussion with the client to determine the investment strategy (goals, objectives, wishes and limitations) based on the views expressed in this exchange. Once the strategy is finished, a proposal is made to the client for an investment portfolio or portfolios ideal for the implementation of the individually-tailored investment strategy.
 

Taaleritehdas is an active partner - in good or bad times

Taaleritehdas is an active wealth management partner. We stay in frequent contact with our customers at all times – good or bad – in order to keep the client fully informed of the developments affecting the value of their assets.