Investment Management Services

Afalon offers a comprehensive range of investment solutions across asset classes. We offer our clients a wide range of proprietary and third-party products to meet their specific needs. We represent several international managers in Finland.

Our investment management services are versatile and also cover alternative products. We manage both consultative and full mandate portfolios. We also offer comprehensive wealth planning tailored to the client’s needs. Afalon is an approved investment manager for several international insurance companies.

Funds

Liquid Private Debt Fund

Afalon Liquid Private Debt Fund offers uncorrelated stable returns compared to other asset classes. The fund targets an annual return of 7-9% in euro with an annual volatility of less than 1%.

Global Asset Allocation Fund

Afalon Global Asset Allocation concept invests in all asset classes globally and aims to achieve an annual return of 8 – 10% over the business cycle with a 7 – 9% volatility.

Northern Europe Private Equity Fund

Afalon Northern Europe Private Equity Fund invests in the best performing mid-market buyout funds in Europe. The fund’s return target is 20% net IRR.

Alternatives

Afalon represents carefully selected global managers in Finland, which are usually only available to the largest institutional investors. Through us, it is possible to invest in a wide range of third-party products without additional costs.

Alternatives are investments that fall outside the traditional asset classes commonly used by most investors. Due to their alternative nature, these investments are often less liquid than traditional investments. Alternatives can offer higher expected returns than traditional asset classes and they often have a low correlation with public markets.

Private equity

Private debt

Hedge funds

Real estate

Infrastructure

Natural resources

Wealth Management

Afalon’s investment management services are based on business cycle analysis
and dynamic portfolio management. We offer consultative and full mandate
wealth management tailored to the client’s needs. Our portfolio management
service covers also alternative portfolios. Afalon is an approved asset manager
for several international insurance companies.

Wealth Planning

Afalon offers its clients a comprehensive wealth planning service, tailored to their specific needs.

Client profile

Objectives and values
Return targets and investment horizon
Risk tolerance and liquidity requirements

Investment strategy

Asset allocation with diversification appropriate to the client profile
Optimisation of risk factors

Monitoring and reporting

Asset monitoring and reporting
Monitoring of investment objectives and risk management
Monitoring of ESG targets
Portfolio analytics and expense management
Stress testing

Tax and legal services

In cooperation with our partners:

Ownership structures and legal entities
Family governance
Business succession
Tax planning
Risk insurance
Privacy