The INVL investment management and life insurance group
Since it was established in 1991, often working together with international partners, we have carried out numerous acquisition, sale and capital-raising transactions with a total value of more than 2 billion euros.
This is the number of investment professionals we employ in the Baltic States.
That is how many private and business clients have entrusted the INVL asset management and life insurance group’s companies with managing their assets.
2.0 billion euros
That is the total client assets under management of the INVL asset management and life insurance group’s companies.
Our investment management and life insurance group INVL is recognized for its significant contribution to the development of the local capital market. The group‘s parent company, Invalda INVL, is considered one of the pioneers of private equity management in the Baltic region.
Since 1995, the shares of Invalda INVL have been listed on the NASDAQ Baltic exchange. The shares of the group companies INVL Technology, INVL Baltic Farmland and INVL Baltic Real Estate have traded on the stock exchange since 2014.
Our group currently manages over 20 investment funds and pension funds in Lithuania and Latvia (second and third pillar), life insurance commitments in all Baltic States as well as private portfolios of financial instruments. The group company INVL Asset Management owns 51% of the shares of the Lithuania-based asset management company Mundus.
The basis of our business model is to give priority to the interests of the people who have entrusted funds to the group‘s companies for investment and management, to their financial security and long-term returns.
The group‘s parent company, Invalda INVL, invests in INVL-managed products together with the clients of our companies, because we believe in the investment products we develop and we care for the customer funds entrusted to us as we would with our own.
We believe that our activities, investments and value creation increase the well-being of society as a whole. Assessing and improving environmental, social and governance (ESG) factors is an integral part of the investment process.
Everyone is important to us
We appreciate every client, colleague, partner and shareholder. We believe that only an open approach and insight into everyone’s needs and ideas bring success and high-quality solutions.
We are always motivated to succeed
Every day for us is full of the desire to do better and achieve more. Changes and challenges fill us with energy. They encourage us to be creative and active, and to transcend ourselves.
Decisions should be cool-headed
The value of the trust our customers place in us is enormous. So we adhere to the established rules as a matter of principle. We always weigh the risks and act with honesty and diligence.
A unique set of diverse experiences on one team
We conduct our core business – investment management – through companies that employ more than 200 professionals. Our people bring many years of experience, differentiated knowledge and solid results.
Chairman of the Board
Chairman of the Board
We are one of the leading investment groups in the Baltic States: open, growing, investing and contributing to the growth of economic prosperity in the region. We offer our customers investment solutions ranging from investment and pension funds and individual portfolios to private equity and other alternative investments. Over 250 000 customers in Lithuania and Latvia and international investors have entrusted the group‘s companies with the management of more than 1.5 billion euros.
30 years of experience. We have been operating since 1991 and have very significant experience in managing both private equity and pension and investment funds, and in helping to grow market leaders in their fields in the Baltic States and Central and Eastern Europe.
We have built a competent investment management team in the group’s companies. Their experience and professionalism help to ensure the best investment management, anticipating opportunities and reducing potential risks.
Our goal is to create value, thus when investing we aim to acquire competitive businesses and constantly increase our investment portfolio. We are fast and flexible, able to handle even complex transactions. Since our operations began in 1991, we have completed dozens of acquisitions, sales and capital raisings in Central and Eastern Europe, with the most experience in buyouts. The total value of the executed transactions exceeds 1.7 billion euros.
Back in 2019, one of our group’s strategic goals was to become our customers’ first choice when it comes to long-term savings and personal financial management. Thus, to offer our customers a wide range of solutions that can ensure their financial security, we added another product group to our service basket – a variety of life insurance solutions. That is why we acquired the life insurance business of Mandatum Life Insurance Company Limited in the Baltics, which is now conducted through branches of INVL Life in Lithuania, Latvia and Estonia.
The team of Mandatum Life employees who have joined us bring exceptional knowledge in the field of life insurance, and we ourselves have 30 years of professional investment experience. Combining all of this high-level know-how and expertise enables us to offer customers exclusive, competitive solutions that can meet all their most important financial management and planning needs.