Company Evli Oyj

Equities

EVLI

FI4000513437

Investment Management & Fund Operators

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

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Company contact information

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Sales per Business

Sales per region

Ratings for Evli Oyj

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Quarterly earnings - Rate of surprise

Sector Wealth Management

Real-time Estimate Cboe Europe Other stock markets 09:43:22 2024-04-24 am EDT			5-day change	1st Jan Change
19.62 ^EUR	-0.13%		+2.07%	+0.25%

Apr. 22	Evli Oyj Reports Earnings Results for the First Quarter Ended March 31, 2024	CI
Mar. 14	Evli Oyj Elects Tomi Närhinen as New Member of Board of Directors and Decides to Establish A Shareholders? Nomination Board	CI

Evli Oyj is a Finland-based asset manager focusing on increasing the wealth of its customers, which include institutions, corporations and wealthy private individuals. The Company has two segments: Wealth Management and Investor Clients as well as Advisory and Corporate Clients. The Wealth Management and Investor Clients segment offers personal asset management services to present and future high net worth private individuals and institutions. The segment also includes production and implementation activities that directly support core activities. The Advisory and Corporate Clients segment provides services related to mergers and acquisitions (M&A) transactions, including corporate acquisitions and divestments, and advisory services related to Initial public offerings (IPOs) and share issues. The segment also offers administration of incentive programs and corporate analysis for listed companies.

Number of employees: 270

EUR in Million	2022	Weight	2023	Weight	Delta
Wealth Management and Investor Clients 77.5 %	76	78.8 %	84	77.5 %	+11.23%
Advisory and Corporate Clients 14.5 %	16	17.1 %	16	14.5 %	-3.66%
Group Operations 8.0 %	4	4.2 %	9	8.0 %	+117.50%

EUR in Million	2022	Weight	2023	Weight	Delta
Finland 95.1 %	89	92.4 %	104	95.1 %	+16.55%
Sweden 3.8 %	6	6.5 %	4	3.8 %	-33.87%
Other Countries 1.1 %	1	1.1 %	1	1.1 %	+9.09%

Managers	Title	Age	Since
Jyri Maunu Lehtimäki CEO	Chief Executive Officer	57	95-12-31
Juho Mikola DFI	Director of Finance/CFO	43	03-12-31
Panu Jousimies COO	Chief Operating Officer	55	96-12-31
Mikaela Herrala IRC	Investor Relations Contact	-	-
Mona von Weissenberg PRN	Corporate Officer/Principal	45	-
Esa Pensala PRN	Corporate Officer/Principal	50	-
Mari Etholén HRO	Human Resources Officer	51	00-12-31
Kim Pessala PRN	Corporate Officer/Principal	55	-

Members of the board	Title	Age	Since
Henrik Andersin CHM	Chairman	64	84-12-31
Carl Robert Ingman BRD	Director/Board Member	63	09-12-31
Antti Kuljukka BRD	Director/Board Member	63	22-04-01
Christina Micaela Carlsdotter Dahlblom BRD	Director/Board Member	46	23-03-13
Sari Anna-Maija Helander BRD	Director/Board Member	57	22-04-01
Fredrik Hacklin BRD	Director/Board Member	46	22-04-01

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	20	14,425,812	0	0	26.46 %
Stock B	1	12,059,087	7,009,215 ( 58.12 %)	0

Name	Equities	%	Valuation
Andersin Family 7.885 %	950,820	7.885 %	19 M €
Thomas Thesleff 7.885 %	950,820	7.885 %	19 M €
Ingman Group Oy AB 7.505 %	905,000	7.505 %	18 M €
Moomin Characters Oy Ltd. 5.057 %	609,810	5.057 %	12 M €
Fincorp Oy Ab 2.740 %	330,394	2.740 %	7 M €
Umo Invest Oy 1.991 %	240,074	1.991 %	5 M €
Svenska Litteratursällskapet i Finland r f 1.827 %	220,336	1.827 %	4 M €
Joensuun Kauppa ja Kone Oy 1.504 %	181,339	1.504 %	4 M €
Jouni Sami Olavi Kaaria 1.502 %	181,109	1.502 %	4 M €
Keskinäinen Eläkevakuutusyhtiö Ilmarinen 1.429 %	172,295	1.429 %	3 M €

Name	Equities	%	Valuation
Thomas Thesleff 26.24 %	3,803,280	26.24 %	77 M €
Andersin Family 26.24 %	3,803,280	26.24 %	77 M €
Fincorp Oy Ab 16.01 %	2,319,780	16.01 %	47 M €
Ingman Group Oy AB 12.83 %	1,860,000	12.83 %	38 M €
Jyri Maunu Lehtimäki 3.683 %	533,728	3.683 %	11 M €
Claes Henrik Tallberg 2.551 %	369,756	2.551 %	8 M €
John Erik Hollfast 2.265 %	328,320	2.265 %	7 M €
Bonsdorff Petter Patrick Anders Von 1.115 %	161,664	1.115 %	3 M €
Esa Pensala 0.9798 %	142,000	0.9798 %	3 M €
Lea Keinänen 0.9580 %	138,848	0.9580 %	3 M €

Name	Equities	%	Valuation
ALISA PANKKI OYJ 17.31%	15,288,303	17.31%	3,170,183 $
CAVERION OYJ 0.08%	105,685	0.08%	998,723 $

Evli Plc

Aleksanterinkatu 19 A 4th Floor

00101, Helsinki

+358 9 4766 9701

http://www.evli.com

Name	Category and Sector
Aurator Asset Management Ltd. Aurator Asset Management Ltd. Investment ManagersFinance Aurator Asset Management Ltd. (AAM) is the asset management subsidiary of Evli Pankki Oyj in Finland. Established in 1996, the firm is headquartered in Turku and provides comprehensive individual investment and asset management services for institutional, corporate and private investors.	Investment Managers
Evli Fund Management Co. Ltd. Evli Fund Management Co. Ltd. Investment ManagersFinance Evli Fund Management Co. Ltd. (Evli FM) is the wholly-owned fund management subsidiary of Evli Pankki Oyj (HSE: EVLI) in Finland. Headquartered in Helsinki, the firm was founded in 1989 and is known locally as Evli Rahastoyhtiö Oy. Evli FM provides individuals, companies and institutions a full range of investment and asset management products and services, as well as corporate and advisory services.	Investment Managers
Evli Awards Management Oy Evli Awards Management Oy Miscellaneous Commercial ServicesCommercial Services Evli Awards Management Oy provides administration services. Its services include extensive back-office, helpdesk and book-entry register, IFRS2 accounting and reporting, share plan hedging and financing, and brokerage and trading. The company was founded in 2007 and is headquartered in Helsinki, Finland.	Miscellaneous Commercial Services
EAM NRE1V Holding Oy EAM NRE1V Holding Oy Financial ConglomeratesFinance Part of Nokian Renkaat Oyj, EAM NRE1V Holding Oy functions as an investment holding Finnish company. The private company is located in Finland.	Financial Conglomerates
EAM VALMT Holding Oy EAM VALMT Holding Oy Investment ManagersFinance Part of Alisa Bank Plc, EAM VALMT Holding Oy provides wealth management services. The private company is located in Finland.	Investment Managers
EAM EXL1V Holding Oy EAM EXL1V Holding Oy Financial ConglomeratesFinance Part of Alisa Bank Plc, EAM EXL1V Holding Oy is an investment holding Finnish company. The private company is located in Finland.	Financial Conglomerates
EAM CONSTI Holding Oy EAM CONSTI Holding Oy Financial ConglomeratesFinance Part of Alisa Bank Plc, EAM CONSTI Holding Oy is an investment holding Finnish company. The private company is located in Finland.	Financial Conglomerates
Eam Digia Holding Oy
EAM QTCOM Holding Oy
Evli Corporate Finance AB Evli Corporate Finance AB Miscellaneous Commercial ServicesCommercial Services Part of Alisa Bank Plc, Evli Corporate Finance AB is a leading corporate finance advisor in the Nordics. The private company is based in Stockholm, Sweden. The Swedish company offers tailored services in M & A, ECM, and debt advisory, with a focus on strong execution skills. The CEO of the company is Mikael Thunved.	Miscellaneous Commercial Services
EAI KREATE Holding Oy
EAI PON1V Holding Oy
EAI Hedging 3 Oy

Trading Rating

Investor Rating

ESG Refinitiv

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Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

19.65 EUR

Average target price

22 EUR

Spread / Average Target

+11.96%

Consensus

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Wealth Management

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Wealth Management