Wealth planning

OP Private Wealth Planning

We take managing your assets personally.
1

Supported by a team of experts

You and your loved ones get support in investment and other wealth management matters such as legal, financial and taxation-related issues.

2

A clear personal wealth plan

We form a deep understanding of your combination of assets, requirements and objectives. Based on this, we draw up an OP Private Wealth Planning plan for growing, securing and managing your wealth.

3

Wealth planning brings peace of mind

We ensure with you that you and your loved ones are satisfied. You can rest assured that your wealth is in good hands.

Your and your loved ones’ success is our goal

Wealth is the result of a person's earlier work. On this, you build your future and your family's future. You don't want to give anything as personal as this to just anyone. We get that. We all have our private finances that we want to look after. We take the management of your assets with the same commitment. We take managing your wealth personally, because that’s what it is.

When you trust us with your assets, every expert at OP Financial Group will be there at your disposal. We will find financial and investment solutions just right for you – everything a partner managing the financial matters of three million customers in Finland can offer.

We provide the Wealth Planning service to clients with investment assets exceeding one million euros.

We take managing your assets personally

Wealth planning and investments

We draw up a clear and concrete Wealth Planning plan for growing, securing and managing your wealth. We form a deep understanding of your combination of assets and prepare a comprehensive risk-return analysis for your investments.

Inheritance planning

We help you to plan the transfer of your wealth across generations or according to your wishes by offering our expertise and legal solutions.

 

Wealth management for your loved ones

We ensure that your loved ones get high-quality saving and investment solutions and other necessary services.

Preparedness and legal cover

We insure you and your loved ones against the risks of everyday life and, if necessary, secure and add to your legal cover. You also always get help with drawing up legal documents. We take account of the structure of your assets and, if necessary, re-structure them through different solutions like a mutual fund or an insurance wrapper so that the structure supports your objectives.

We trust that a deep understanding of your objectives and assets will result in superior solutions for you.Through our systematic approach we can provide you with peace of mind about your affairs being in order.

Would you like to learn more? Contact us

There are many requirements for wealth planning. We are happy to discuss with you how we could help. You can book an appointment for a negotiation, contact your own OP cooperative bank or call us at 0100 5110 (Mon–Fri 8–16).

OP Private
OP Private

You get a personal asset manager and the support of various experts. We plan the investment solution to suit your goals and situation. This is the right service for you if you have already accumulated investment assets.

Wealth
Wealth management for all situations

We also offer asset and wealth management services for families, business owners and institutions. Learn more about solutions offered by OP Private and OP Asset Management.

 

Wealth management is provided by your OP cooperative bank or by OP Asset Management Ltd. This is an advertisement. OP Fund Management Company Ltd and OP Asset Management Ltd (later, “OP Asset Management”) have prepared this content as background information. The information presented in the content is based on sources that the authors consider reliable. The content is not intended to provide, and cannot be regarded as, a full and exhaustive description of the products, services and the risks involved. This content does not constitute investment advice and is not intended as an offer to buy or trade any securities or as encouragement to buy or sell financial instruments of any kind. The value of an individual financial instrument increases and decreases in accordance with developments in markets, and past performance should not be seen as an indication of future performance. No decisions or agreements shall be concluded on the basis of this content. Even though the content has been prepared with care and the aim has been to ensure that all presented information is accurate, the writers or their employees assume no responsibility for the content of the website, the financial result of investment decisions based on information obtained from the website, or for any other loss that may arise from using information contained in the website.

OP’s funds are managed by OP Fund Management Company Ltd, which is a fund management company and alternative investment fund manager licensed by the Finnish Financial Supervisory Authority. The fund’s portfolio management is provided by OP Asset Management, which has a licence for the provision of investment services issued by the Finnish Financial Supervisory Authority. Investments always involve risks. The value of investments can rise and fall, and an investor can lose part or all of the invested money. Before making an investment decision, take all the characteristics or objectives of the mutual fund into consideration, as described in the fund prospectus for OP funds and other documents related to the special common fund. Before you make any final investment decision, read more about the special common fund’s Key Information Document/Key Investor Information Document and the fund prospectus. The main risks associated with special common funds can be found in the Key Information Document, and a more detailed list of risks in the fund prospectus. The Key Information Documents and rules of special common funds are available from the Asset Manager and OP’s website. The funds prospectus is available on the website. The documents are available in Finnish, Swedish and English. Copying, publishing or distributing this content to a third party in full or in part is not permitted without written permission from OP. By accepting this presentation, you agree to follow the above instructions and restrictions.

OP Asset Management is an investment firm under OP Financial Group. OP Asset Management provides institutional clients, other entities and wealthy individuals with asset and wealth management services. OP Fund Management Company Ltd also acts as the portfolio manager for OP funds and as the insurance agent for OP Life Assurance Company Ltd. Unit-linked insurance policies are granted by OP Life Assurance Company Ltd, which also owns the investment baskets. This content is considered general market information and marketing material that does not fulfil the conditions of independent investment research, nor is it subject to the restrictions concerning trading before the publication of investment research. OP Corporate Bank plc produces independent investment research at OP Financial Group.