Leading provider of insurance and savings solutions
Leading provider of insurance-based wealth solutions
Closed UK life and pensions business
Life assurance based wealth solutions offer a genuinely life-enhancing approach to preserving and passing on wealth. And Utmost is the leader in this increasingly attractive field for wealth managers and their clients seeking to protect their assets with ease and economy through difficult times.
While the fundamental desires of high and ultra-high-net-worth clients to grow, protect and transfer their wealth remain primary objectives, the context in which this takes place has changed dramatically.
Utmost Wealth Solutions is uniquely placed to support partners and their clients to help achieve their objectives in a changing world, through solutions that are designed to provide long-term certainty and acceptability across jurisdictions.
Utmost Wealth Solutions has anticipated and is responding to the significant changes in today’s wealth management market.
Our market leading Life assurance-based wealth solutions can help you deliver the added value, service and Life benefits that clients now need and demand.
We are an established market leader committed to thriving, not just surviving. Over the last 20 years, Utmost Wealth Solutions has grown to become an award-winning market leader in our key European and international markets, with c. €59bn in assets under administration.
We are the only independently-owned wealth management business with Fitch ‘A’ IFS ratings for its issuing life companies.
We have the financial strength that wealth managers and their clients can rely on for the long-term.
Utmost is the Number 1 market leader in Europe’s international life assurance market with the largest Assets under Administration in the industry.
Utmost is the only independently-owned wealth management business with Fitch ‘A’ IFS ratings for its issuing life companies. This proves to both our partners and clients that they are investing with a safe, reliable and strong company.
We offer one of the highest levels of asset protection which is especially attractive for unit-linked life assurance policies.
Utmost Wealth Solutions is a key part of the Utmost Group. The Utmost Group was founded in 2013 as a specialist Life assurance group to meet the needs of wealthy clients.
Utmost Wealth Solutions is a leading provider of sophisticated Life assurance-based wealth management solutions, designed to preserve the assets of high and ultra-high-net-worth clients and safeguard them for future generations.
Utmost Wealth Solutions operates on a pan-European basis across our key markets of Italy, the UK, France, Spain, Portugal, Monaco, Finland and Sweden. We service these European markets on a fully regulated basis from our life assurance companies in Ireland and the Isle of Man, supported by our global office in Switzerland.
In assets under administration
'A' Insurer Financial Strength rating with Positive Outlook
Customers
Let Utmost’s tax-smart, portable, assurance-based wealth management solutions offer a better way ahead for wealth preservation and enduring and fruitful partnerships with your clients.
Our unrivalled expertise and financial strength makes us the natural leaders for cost-effective, climate proof Life assurance based Wealth Solutions.
Our solutions not only stand the test of time against alternatives but are also a longer term asset commitment to your clients' wealth and nurture fruitful long-term partnership and loyalty.
To connect with our individual market sales consultants, please visit the Contact Us section below
Head of Wealth Protection – Europe
[email protected]
Head of Sales – France
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Head of Sales – UK
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Head of Sales – Spain and Latin America
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Head of Sales – Portugal
[email protected]Head of Sales – Finland
[email protected]
Head of Sales – Sweden
[email protected]
