ROBUST, REGULATED,
TAX-EFFICIENT

Utmost Wealth Solutions is a leading provider of wealth solutions, based on unit-linked policies which are simple, well-regulated and provide a tax-efficient savings vehicle. With approx. £57bn of assets under administration at 31 December 2023, we have the scale and expertise to partner with our clients in achieving their aspirations.

Relevant Choices, Real Flexibility

Empower your clients with tailored financial solutions crafted to adapt to their evolving circumstances. Our comprehensive range of solutions form an integral part of an overall client planning strategy, offering complementary benefits to other wealth planning solutions.

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TECHNICAL EXPERTISE

We recognise that high quality technical support is vital. That’s why we believe we have created one of the most experienced and best qualified Technical Services teams in the industry.

Our team produces Technical Insights webinars on a monthly basis, with our most popular webinars being showcased in the adjacent carousel. If you’d like to look back at all of our webinars, you can visit our utech page

Utmost Wealth Webinars

UK ELECTION FEVER | WHY NOW AND WHAT ARE THE HOT TOPICS?

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Utmost Wealth Webinars

Top-Slicing revisited – A review of the rules following updated HMRC Guidance

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Utmost Wealth Webinars

Efficient Wealth Management with Investment Bonds – A practical examination of the role of investment bonds in client portfolios

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Utmost Wealth Webinars

IHT Charges on Trusts – Delve into the calculation of IHT charges applicable to relevant property trusts

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The benefits of working with Utmost Wealth Solutions

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.

Our success is built on a foundation of knowledge and expertise in the international wealth management markets as a result of over 30 years’ industry experience.

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Utmost Strength

Utmost is the market leader in Europe’s international life assurance market with the largest Assets under Administration in the industry.

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Utmost Security

Our financial strength is recognised through an A + rating with a Stable Outlook from Fitch Ratings, one of the top three global rating agencies. This demonstrates to partners and clients that we are a strong company with a proven track record. We are the only independently-owned wealth management business with Fitch ‘A+ Stable’ Insurer Financial Strength Ratings for its issuing life companies. More information about the upgrade can be found on the Fitch Ratings website.

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Utmost Policyholder Protection

We offer robust policyholder protection with client assets held by an independent custodian bank and legally separated from the company's shareholders. We comply with the EU Solvency II regime or its equivalent within our markets.

Advantages for your clients

Let Utmost’s tax-smart, assurance-based wealth management options offer efficient solutions for wealth preservation and enduring partnerships with your clients.

Navigating the complexities of global finance with confidence and precision

With independent ownership fuelling our entrepreneurial spirit, we possess the agility needed to swiftly respond to even the most seismic market shifts. In a world where adaptability is key, we take a disciplined approach, focusing on what we do best, precisely manoeuvring through the intricate landscape of global finance.

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The difference between fleeting investments and enduring wealth solutions

Our tried-and-tested solutions, empower you to guide your clients towards fulfilling their long-term financial aspirations. With our robust financial strength, we're committed to being your reliable partner for the long haul.

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Here to help

To connect with our regional sales team, please visit the Contact Us section below.

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Key UK Products

Delegation

Available through Utmost PanEurope dac

Product Guide

Adviser Summary

Evolution

Available through Utmost International Isle of Man Limited

Product Guide

Adviser Summary

Estate Planning Bond

Available through Utmost International Isle of Man Limited

Product Guide

Adviser Summary

Selection

Available through Utmost PanEurope dac

Product Guide

Adviser Summary

Generation Planning Bond

Available through Utmost PanEurope dac

Product Guide

Adviser Summary

Private Wealth Portfolio

Available through Utmost PanEurope dac

Portability Brochure


UK Sales Team

Utmost Wealth Solutions At A Glance

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 in attractive markets across the UK, Europe, Latin America, Asia and the Middle East. We service these markets on a fully regulated basis from our life assurance companies in Ireland, the Isle of Man and Guernsey.

€59bn

£57.2bn

In assets under administration

Fitch Ratings

Fitch Ratings

'A' Insurer Financial Strength rating with Positive Outlook

200,000

200,000

Customers

As at 31 December 2023. Contact us for further insights