Evli Oyj

Ticker/ISIN
EVLI
FI4000513437
Marknad/Land
Main Market, Helsinki
Sweden

Senaste sammanfattade pressmeddelande från Evli Oyj

Evli Plc released its financial statements bulletin for January-December 2024, highlighting a record year despite an uncertain market environment. The company reported a 17% increase in net revenue for the full year, reaching EUR 126.8 million, and a 45% rise in operating profit to EUR 58.2 million. Evli's return on equity was 34.4%, and its solvency and liquidity were strong. The Wealth Management and Investor Clients segment saw a 24% increase in net revenue in the fourth quarter, with customer assets under management rising to EUR 18.9 billion. However, the Advisory and Corporate Clients segment experienced a 59% decrease in net revenue due to changes in corporate arrangements. Evli's strategy focuses on international sales and alternative investment products, which showed positive development. The company also emphasized its commitment to responsible investing and sustainability initiatives. The outlook for 2025 remains uncertain due to geopolitical risks and economic growth concerns, but Evli expects a positive operating result.
The Shareholders’ Nomination Board of Evli Plc has made proposals for the company's Annual General Meeting scheduled for March 18, 2025. They propose the election of six members to the Board of Directors, including the re-election of current members and the addition of Niko Mokkila as a new member. Antti Kuljukka will not seek re-election. The proposed members meet the Finnish Corporate Governance Code's independence requirements, except for Robert Ingman, who is not independent of the significant shareholder Ingman Group Oy Ab. The Board members' remuneration is proposed to remain unchanged, with fees of EUR 5,000 per month for members, EUR 6,000 for Committee Chairpersons, and EUR 7,500 for the Chairperson of the Board. The Nomination Board, comprising representatives from the company's four largest shareholders, recommends evaluating the Board candidates as a whole for ensuring the best expertise and diversity. Evli Plc, a leading asset manager in Finland, emphasizes responsible investment and manages approximately EUR 18.7 billion in client assets.
Evli Plc will release its Financial Statements Bulletin for the full year 2024 on January 29, 2025, at around 11:00 am. The report will be accessible on Evli's website. The company's CEO Maunu Lehtimäki and CFO Juho Mikola will present the results to investors and analysts on the same day at 1:00 pm, either at their Helsinki office or via webcast. Interested participants need to register by January 27, 2025. The presentation will be conducted in Finnish, with English materials available afterward. Evli Plc is a leading asset manager in Finland, recognized for responsible investment practices, and manages approximately EUR 18.7 billion in client assets. The company's B shares are listed on Nasdaq Helsinki. For more details, contact Heidi Jääskeläinen, Communications & IR Manager.
Evli Plc's Board of Directors has decided to implement a new share-based incentive plan for selected key employees to align their interests with those of the shareholders and enhance the company's long-term value. The plan, covering the financial years 2025-2027, allows participants to earn series B shares based on performance criteria linked to personal financial targets and sustainability. Rewards will be distributed in four installments over approximately three years, with a one-year retention period for each installment. The plan involves a maximum of 295,000 series B shares, including a cash component to cover taxes and social security contributions. The target group includes about 27 key employees, with specific holding requirements for Executive Group members. If an employee's contract ends before reward payment, no reward will be granted. Evli Plc, a leading asset manager in Finland, employs around 270 professionals and manages approximately EUR 18.7 billion in client assets.
Evli Plc announced the launch of its new Private Equity IV fund, which focuses on investing in high-quality international private equity funds, primarily in the buyout market. The fund has already secured over EUR 75 million in commitments at its first closing, with a target size of EUR 150 million. This would make it one of the largest Finnish fund-of-funds. The fund aims to diversify investments across 10-15 different buyout funds globally, offering investors access to top-performing assets. Evli emphasizes the fund's ability to provide access to high-quality investments with low entry barriers and expects private equity returns to increase due to factors like falling interest rates. Richard Wanamo, Investment Director at Evli, highlighted the potential for growth and the importance of including private equity in investment portfolios. Evli's alternative funds, managed by a team of 38 professionals, focus on responsible investment practices, with approximately 30 alternative funds and EUR 2.8 billion in assets under management. Evli Plc is recognized as a leading asset manager in the Nordics, with a commitment to sustainable investment practices.
Evli Fund Management's Head of Fixed Income, Juhamatti Pukka, highlights the potential in the fixed income market as the European Central Bank (ECB) is expected to continue cutting rates through 2025. This environment supports fixed income investments, offering opportunities for returns and diversification within a balanced portfolio. Despite falling interest rates, which began to decline in mid-2024, investors can still benefit from the current rate environment, which supports economic growth without excessive risk-taking. Pukka emphasizes the importance of diversification in managing risks such as interest rate, credit, and liquidity risks. He notes that high-yield funds and Nordic corporate bonds are attractive options, and emphasizes the long-term nature of fixed income investing. The press release also mentions Evli's new podcast, "Kaikki Koroista," which provides insights into fixed income investing. Evli Plc, a leading asset manager in Finland, integrates responsible investing in its services and manages approximately EUR 18.7 billion in client assets.
Evli Plc's interim report for January to September 2024 highlights a solid third quarter despite an uncertain business environment. The company strengthened its market position, supported by a diverse product range and customer base. The report notes a significant increase in operating profit compared to the previous year, with a three percent rise in the third quarter to EUR 10.5 million. The Wealth Management and Investor Clients segment saw a six percent revenue increase, while the Advisory and Corporate Clients segment experienced a 63 percent decrease due to a corporate restructuring. The report emphasizes positive developments in international sales and alternative investment products. Evli continued its commitment to responsible investing, participating in initiatives like Nature Action 100 and signing the 2024 Global Investor Statement on the Climate Crisis. Evli Plc manages approximately EUR 18.7 billion in client assets and employs around 270 professionals. The company's B shares are listed on Nasdaq Helsinki.
Evli Plc announced it will release its Interim Report for January-September 2024 on October 25, 2024, at 2:00 pm. The report will be accessible on their website. CEO Maunu Lehtimäki and CFO Juho Mikola will present the report to investors and analysts at 3:00 pm on the same day at Aleksanterinkatu 19, Helsinki, and via webcast. Participants must register by October 23, 2024. The presentation will be in Finnish, with English materials available afterward. Evli Plc is a leading Nordic asset manager with approximately EUR 18.7 billion in client assets and is recognized for its responsible investment practices. Evli's B shares are listed on Nasdaq Helsinki. More details are available at www.evli.com.

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Nyheter för investerare: Evli launching new green transition fund - to invest in growth companies in energy, resource efficiency and the circular economy

Evli Private Capital Fund I is Finland's first thematic growth equity fund focused on minority investments, targeting a size of EUR 70 million and aiming to invest in 5-8 companies in Finland and Sweden with investment sizes ranging from EUR 8-15 million. The fund intends to capitalize on the green transition, driven by global climate change investment needs estimated at $100-150 trillion by 2050. The fund will focus on sustainable development themes such as energy sector transformation, resource efficiency, and the circular economy. The investment team, led by Kalle Kekkonen and Kia Aejmelaeus, has experience in private equity investments in growth companies promoting sustainable development. The fund positions itself between early-stage Venture Capital and later-stage Buyout funds, providing not only capital but also strategic support to its portfolio companies. Evli emphasizes responsible investment principles, integrating sustainability analysis and promoting environmental and social characteristics in accordance with Article 8 of the SFDR. Evli Group, with around 300 professionals and approximately EUR 18.7 billion in client assets under management, is recognized for its expertise in responsible investment and asset management services in the Nordic region.

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Övrig information som ska lämnas enligt börsens regler: Composition of Evli Plc's Shareholders' Nomination Board

Evli Plc announced the composition of its Shareholders’ Nomination Board, with the four largest shareholders appointing members based on the shareholders’ register as of the last business day of August. Henrik Andersin was elected as Chairperson. The Nomination Board was established by the Annual General Meeting on March 14, 2024, to draft and present proposals regarding the Board of Directors' remuneration, number of members, and candidates for the Board to the Annual General Meeting and any Extraordinary General Meetings as needed. The Board will submit its proposals for the 2025 Annual General Meeting by January 31, 2025. The term for the current Nomination Board members will end upon the appointment of new members in 2025. Evli Plc, a leading asset manager in Finland, emphasizes responsible investing and has approximately EUR 18.7 billion in client assets under management.

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Halvårsrapport: Evli Plc's Half Year Financial Report January-June 2024

Evli Plc released its Half Year Financial Report for January-June 2024, highlighting positive development across all business areas despite a challenging market environment marked by geopolitical risks, inflation fears, and economic growth concerns. Key financial performance indicators for the period show an 11% increase in net revenue to EUR 29.3 million and a 24% rise in operating profit to EUR 12.1 million. The Wealth Management and Investor Clients segment saw a 16% increase in net revenue to EUR 24.1 million, with managed client assets growing to EUR 18.7 billion. Conversely, the Advisory and Corporate Clients segment experienced a 60% decrease in net revenue to EUR 2.0 million due to corporate restructuring. CEO Maunu Lehtimäki noted strong economic growth in the United States and subdued growth in Europe. The report also mentioned the geopolitical tensions and their impact on market sentiment. Evli's strategic initiatives, including international sales and alternative investment products, showed mixed results, with net redemptions by international clients totaling EUR 30 million and sales of alternative investment products reaching EUR 82 million. Evli's commitment to responsible investing continued, with engagements in various sustainability initiatives. The company remains optimistic about its growth prospects and expects operating profit to significantly exceed the previous year's level.

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Nyheter för investerare: INVITATION: Evli Plc to publish Half Year Financial Report on July 15, 2024

Evli Plc will release its Half Year Financial Report for January-June 2024 on July 15, 2024, at approximately 2:00 pm. The report will be available on the company's website. CEO Maunu Lehtimäki and CFO Juho Mikola will present the report to investors and analysts on the same day at 3:00 pm, either in person at Aleksanterinkatu 19, Helsinki, or via webcast. Participants must register by July 11, 2024. The presentation will be in Finnish, with English materials available afterward on the website. For more information, contact Communications Manager Heidi Jääskeläinen. Evli Plc is a leading asset manager in Finland, recognized for its responsible investment expertise. The company manages approximately EUR 18.5 billion in client assets and is listed on Nasdaq Helsinki Ltd.

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Transaktioner utförda av personer i ledande ställning: Evli Plc: Managers' Transactions - Kuljukka

Evli Plc announced a transaction involving Antti Kuljukka, a member of the board, on May 29, 2024. Kuljukka acquired 1,560 shares of Evli Plc at a unit price of 19.45 EUR each on Nasdaq Helsinki Ltd. The aggregated transaction volume was 1,560 shares with a volume-weighted average price of 19.45 EUR. For additional information, contact Heidi Jääskeläinen, Communications Manager at Evli Plc. Evli Plc is a Nordic wealth management firm managing approximately EUR 18.5 billion in client assets, and its B shares are listed on Nasdaq Helsinki Ltd.

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Totalt antal rösträtter och kapital: Evli Plc: Conversion of Series A shares to Series B shares

On May 2, 2024, Evli Plc announced the conversion of 20,000 Series A shares into Series B shares. This decision was approved by the Board of Directors on April 22, 2024, in accordance with Article 3 of the Articles of Association. The conversion does not change the total number of shares, which remains at 26,484,899. Post-conversion, the total number of Series A shares is 14,405,812 and Series B shares is 12,079,087. The number of votes of the company's shares after the conversion is 300,195,327. The conversions were registered on May 2, 2024 and the converted shares will be listed on the Nasdaq Helsinki alongside the old shares on May 3, 2024.

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Transaktioner utförda av personer i ledande ställning: Evli Plc: Managers' Transactions - Ingman

On April 23, 2024, Robert Ingman, a member of the board at Evli Plc, acquired 5000 shares of the company at a unit price of 19.7046 EUR. The transaction was conducted on NASDAQ Helsinki Ltd. Evli Plc is a leading asset manager in Finland and the best fund house in the Nordics, offering a variety of services such as mutual funds, asset management, capital markets services, and more. The company has around EUR 18.5 billion in client assets under management as of the end of the first quarter of 2024.

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Transaktioner utförda av personer i ledande ställning: Evli Plc: Managers' Transactions - Pessala

Senior Manager at Evli Plc, Kim Pessala, has made several transactions over three days (April 23-25, 2024) involving the disposal of shares. The shares were traded at various volumes and prices, with the majority sold at a unit price ranging from 19.45 EUR to 19.8 EUR. The transactions took place at different venues including DHEL, NASDAQ HELSINKI LTD (XHEL), and CEUX. The details of each transaction, including the volume and unit price, are specified in the report. Evli Plc is a leading asset manager in Finland, responsible for approximately EUR 18.5 billion in client assets under management.

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Interimsrapport: Evli Plc's Interim Report 1-3/2024

In its Q1 2024 interim report, Evli Plc reported favourable business development and an all-time high in assets under management. Despite market uncertainty due to geopolitical risks and economic concerns, Evli's operating profit is expected to significantly exceed the previous period due to a strong market position and growth prospects. Key financial highlights include a 67% increase in net revenue to €42.9m and a 167% increase in operating profit to €25.1m. This growth is largely attributed to a strategic partnership with Bregal Milestone to expand Evli's subsidiary, Evli Alexander Incentives Oy (now Allshares Oy). Net revenue in the Wealth Management and Investor Clients segment increased by 12% to €23.3m, with client assets under management rising to €18.5bn. The Advisory and Corporate Clients segment's net revenue increased by 48% to €5.0m, driven by a strong recovery in advisory fees from M&A transactions.

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Nyheter för investerare: INVITATION: Evli Plc to publish Interim Report on April 22, 2024

Evli Plc has announced that it will publish its Interim Report for the period of January to March 2024 on April 22, 2024. The report will be available on the company's website. The CEO, Maunu Lehtimäki, and CFO, Juho Mikola, will present the report to investors and analysts on the same day. Those interested in attending the event, either in person or via webcast, need to register by April 17, 2024. The presentation will be in Finnish, but English materials will be made available afterwards. Evli Plc is a leading asset manager in Finland and the best fund house in the Nordics, with around EUR 18.0 billion in client assets under management.