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Story About Us

Who we are and what we are about

About Us

As a long-established Asset management firm with an absolute focus on preserving and growing our clients’ wealth, what matters most to our clients, matters most to us.

Private individuals, family offices, trusts, businesses and retirement option all rely on us to provide them with bespoke, discretionary and advisory investment services. Skilled in investment management, wealth planning and property management – we also offer discretionary fund management to external advisers and their clients, and we are a leading charity fund manager in Finland.

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For eight centuries we have helped clients look forward to a successful future. With each client we plan for the long term and invest the time to build a personal understanding of their unique circumstances, goals and ambitions. The majority of our clients, and many of our own people, work with us for years. This creates relationships of unusual depth.

One of the biggest benefits of mutual funds is the expertise of professional money managers. Your Waddell & Reed financial advisor has access to a broad array of funds across a wide range of investment categories, and can help you find funds to fit your financial goals.

23000
Happy Clients
934
Branches around the world
1.4
Billion Dollars Managed
6000
Cups Of Coffee

Our Services

Here are a few of our services

Mutual Funds

Foreign Exchange

Commodities

Stock Markets

Infrastructure

Mutual Funds

Selecting individual stocks and bonds can be overwhelming. One way to simplify the process is to invest via mutual funds. The idea behind mutual funds is simple: Individuals with shared investment objectives pool their money, which is invested and managed by professionals.

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Foreign Exchange

One of the biggest benefits of mutual funds is the expertise of professional money managers. Your Waddell & Reed financial advisor has access to a broad array of funds across a wide range of investment categories, and can help you find funds to fit your financial goals.

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Commodities

Investing in commodities requires special skills and expertise. We'll provide access to the small universe of experienced managers we've identified as being capable of implementing these complex strategies.

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Stock Markets

Stock investing can be done through a wide variety of brokerage account types, including Cash Accounts, Margin Accounts, Short Accounts, Retirement Accounts, and Education Savings Accounts. To begin investing, the account will need to be funded with sufficient cash to cover the purchase.

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Infrastructure

More than 20 years ago we set out to offer investors a new kind of investment. One with long-term horizons offering sustainable, predictable returns and low correlation to traditional asset classes: infrastructure. Today we have an unrivalled track record in infrastructure asset management. We take a responsible, long-term approach to building sustainable value throughout the investment cycle by investing wisely, managing with discipline and selling at the right time.

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