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We believe that a prosperous society is built one decision and one investment at a time.
Our tailored and personal service is built on the responsible and unbiased advisory of our strong local team with a global reach and pioneering impact investing expertise.
Our top priority is to make sure that our clients can always see the whole picture of their full wealth potential – with bold new ideas, tools and a holistic offering to match their ambitions.
We are here to help you think further.
Excellent wealth management always starts with listening to the customer’s needs. Our strong and long-term customer relationships help us to create solutions that are based on the customer’s own unique needs.
On March 10, 2021, Taaleri and Aktia agreed on a transaction in which Taaleri Wealth Management
will merge with Aktia. The merger of two strong players will create a unique Finnish wealth
manager, combining excellent wealth management services, customer focus and investment expertise
as well as digital services. With the merger, the new entity will become a high-quality wealth
manager, which will also have comprehensive banking operations.