Aval Wealth Management

www.aval.fi

Aval Wealth Management Ltd is the dedicated wealth management subsidiary in the Aval group. We provide a broad range of advisory and discretionary based wealth management services and investment solutions to HNWI, single & multi-family offices and foundations. Our highly experienced team of professionals recognize the unique objectives, ambitions and challenges of our clients and deliver first class bespoke solutions to address these matters with respect to overall asset allocation and individual investments. Our extensive and independent offering has a global reach and encompasses both listed instruments as well as access to best-in-class fund managers in the public and private market segments, of which within the latter, we provide a unique access to selected private equity, private debt and real estate club deals and similar structures. We also provide tailored fund wrapper solutions domiciled in Luxembourg to our clients, as well as bespoke structured products to optimize and to manage portfolio risks. We embrace responsible investing, and integrate ESG criteria in our investment processes, with an aim to enhance long-term returns and to mitigate overall risks for our clients. Acting as a trusted advisor and as a dedicated investment office to our clients, we furthermore utilize the broader services offered within the Aval group, in order to provide our clients with a unique and holistic solution in terms of structuring, managing, and preserving wealth. Our parent company Aval Ltd offers a broad range of family office services, incl. M&A support, governance, tax planning, cross-generational succession planning and asset transfers, as well as inheritance and estate planning. We greatly value our long-term client relationships and acknowledge the trust placed in ourselves by our clients. We provide our services with full transparency and integrity, and endeavor to offer our clients a responsive and flexible service level above-and-beyond the expected.

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Aval Wealth Management Ltd is the dedicated wealth management subsidiary in the Aval group. We provide a broad range of advisory and discretionary based wealth management services and investment solutions to HNWI, single & multi-family offices and foundations. Our highly experienced team of professionals recognize the unique objectives, ambitions and challenges of our clients and deliver first class bespoke solutions to address these matters with respect to overall asset allocation and individual investments. Our extensive and independent offering has a global reach and encompasses both listed instruments as well as access to best-in-class fund managers in the public and private market segments, of which within the latter, we provide a unique access to selected private equity, private debt and real estate club deals and similar structures. We also provide tailored fund wrapper solutions domiciled in Luxembourg to our clients, as well as bespoke structured products to optimize and to manage portfolio risks. We embrace responsible investing, and integrate ESG criteria in our investment processes, with an aim to enhance long-term returns and to mitigate overall risks for our clients. Acting as a trusted advisor and as a dedicated investment office to our clients, we furthermore utilize the broader services offered within the Aval group, in order to provide our clients with a unique and holistic solution in terms of structuring, managing, and preserving wealth. Our parent company Aval Ltd offers a broad range of family office services, incl. M&A support, governance, tax planning, cross-generational succession planning and asset transfers, as well as inheritance and estate planning. We greatly value our long-term client relationships and acknowledge the trust placed in ourselves by our clients. We provide our services with full transparency and integrity, and endeavor to offer our clients a responsive and flexible service level above-and-beyond the expected.

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Country

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City (Headquarters)

Helsinki

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Employees

1-10

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Founded

2008

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  • Chief Executive Officer

    Email ****** @****.com
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  • Chairman

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  • Loan Department Manager , Simferopol Regional Branch

    Email ****** @****.com
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  • Quality Assurance Automation Engineer

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