This is a joint effort of professionals in diverse fields – from investment managers to tax advisors and lawyers – who are dedicated to safeguarding and managing your investment assets.
Our role is to understand how you view your family wealth and help create and implement an action plan for achieving your goals in keeping with your life situation.
We maintain open investment architecture: not limiting ourselves to specific managers, asset classes or geography, we constantly research the market to find the best investment products and services for you.
Having been first in Lithuania to realise standard investment solutions were no longer enough for our clients, we offer a personalised comprehensive asset management service based on a unique operating model. It is for those who need uncompromising quality and the decision-making of independent, reliable professionals who bring exclusive knowledge and experience to the task of building, managing, expanding, maintaining, and passing on their wealth.
The INVL Family Office, which has been operating in Lithuania since 2015 and in Latvia and Estonia since 2024, currently oversees more than EUR 800 million of client assets. The company is licensed as a Category B brokerage firm and is supervised by the Central Bank of Lithuania.
Our services
Invalda INVL is the leading Baltic asset management group with an open approach, growing and developing, and creating well-being for people through its activities.
Invalda INVL group manages alternative mutual funds with investments in private equity, real assets and private debt. The group’s companies also provide family office services in Lithuania, Latvia, Estonia, manage pension funds in Latvia and invests in world-class third-party funds.
Founded in 1991, at the dawn of Lithuania’s restoration of independence, Invalda INVL was established by a group of academics to create value and contribute to the country’s economy. We are pioneers in private equity management in the Baltics.
The company has been listed on the stock exchange since 1995. Since then, the share price of Invalda INVL has increased more than 300 times.
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We aim to incorporate a responsible investment approach and contribute broadly to societal wellbeing and sustainable development through environmental, social, governance (ESG) integration, active ownership, exclusions, and our commitment to the Principles for Responsible Investment (PRI).
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Signatory of Principles for Responsible Investment
Member of Baltic Family Firm Institute
Member of Lithuanian Family Wealth Managers Association
INVL and Šiaulių bankas merged their retail services as of 1 December 2023.
Please select Your topic on SB.lt webpage.
INVL and Šiaulių bankas merged their retail services as of 1 December 2023.