Wealth management
- Helping to retain and grow the financial wealth of our clients
- Supporting our clients in the development of personal investment strategies
- Supervising client’s investment portfolios and selecting the most acceptable investment products in line with individual needs
- Providing consultations to ensure the most favourable investment decisions
- Through our access to global securities and carefully selected partners, offering our clients the opportunity to diversify their investment portfolios
- Guiding clients through the various types of assets: bonds, shares, investment funds, investment instruments, investment-grade gold, and private real estate projects
- Maintaining a personal contact with a client, monitoring, and analysing their investment portfolio and being available 24/7 for our clients
- Assisting our clients in completing tax returns, select legal counsel on inheritance, and other relevant legal issues
Raising capital
- Assisting with raising capital through the issuance of bonds,
- Advising companies on bond issues – performing project evaluation, aligning the main terms of the bonds issued, selecting legal advisors, trustees, bondholder representatives, and registering the bonds with NASDAQ CSD
- Providing bond issuance services through private and public placement
- Offering marketing for venture capital funds
- Achieving market share via the initial (IPO) and secondary (SPO) public offerings confirms our effectiveness
- In 2023 we raised EUR 86 million for our clients, and a total of EUR 255 million since the start of our operations
Setting-up and managing funds
- Establishing and managing investment funds
- Currently we manage the following funds:
- Evernord Real Estate Fund I – investment in the building at Tauro Street 12, Vilnius
- Evernord Real Estate Fund III – investment in the commercial building, Novira Plaza, at Marijas iela 2/2A, Riga: https://noviraplaza.lv/en
- Evernord Real Estate Fund V – investment in a residential and commercial high-rise development in Tallinn, Estonia
- Evernord Marbella Property Fund I – investment in real estate assets in Spain
- Evernord Bond Fund – investments in corporate and government bonds in the Baltic region
- Implemented funds:
- Evernord Real Estate Fund II – investment in the commercial building located at Parnu Street 31, in Tallinn (https://buroo31.ee) was successfully completed. The building was sold prior to the term obtaining a favourable return for investors.
Notified funds managed by Evli
Evernord is the only company in the Baltic States authorised to distribute Evli products
Fund:
Evli Corporate bond fund
Open-ended, high-yield European corporate and bank bond investment fund
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Fund:
Evli Gem fund
Open-ended investment fund investing in shares and equity-linked securities of companies operating in emerging markets in different countries
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Fund:
Evli European High Yield fund
Open-ended, high-yield European corporate and bank bond investment fund
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Fund:
Evli Nordic Corporate Bond fund
Open-ended investment fund investing in bonds issued by Nordic companies
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Fund:
Evli Short Corporate Bond fund
Open-ended investment fund for short and medium-term bonds of European companies and banks
Fund:
Evli Swedish Small Cap fund
Open-ended investment fund for Swedish small and medium-sized company shares and equity-linked bonds
Securities custody and accounting
- Providing securities custody and accounting services
- Performing accounting services for shareholders of issuers (companies)
- Registering bond issues with NASDAQ CSD
- Consulting on other issues of stock accounting and bond issuance
Real estate projects
- Providing real estate consultancy and mediation services
- Performing real estate conversion projects
- Administering real estate rentals and maintaining contact with real estate owners.
Completed transactions
We represented the buyer in the acquisition, and provided consultancy on development and business administration issues on the following projects:
- Victoria gym, Vilnius
- Parnidžio kopa, Nida
- Stiklių St. 20, Vilnius
- Subačiaus St. 5-2, Vilnius
- Subačiaus St. 5-1, Vilnius
We purchased, restructured the buildings and provided apartment rental administration service for the following projects:
- Tauro St. 12, Vilnius (1,100 sqm)
- Vilų St. 18, Juodkrantė (1,060 sqm)
Investment-grade gold
- Selling investment-grade gold,
- Purchasing gold bars against individual orders,
- Cooperating with Germany’s Heimerle + Meule GmbH.
Consultancy
- Providing a corporate transaction certification service to save time and costs for our clients.