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Provides life assurance based wealth solutions to help preserve wealth and safeguard it for future generations.

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Provides life assurance based wealth solutions to help preserve wealth and safeguard it for future generations.

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Home Utmost Patrimonio (es)

Utmost Patrimonio (es)

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About us

Utmost Wealth Advisers (“UWA”) is an investment and insurance intermediary established in London, authorised and regulated by the Financial Conduct Authority. In the UK, UWA distributes and advises on unit-linked life assurance products from Utmost Luxembourg S.A. to high and ultra-high net worth individuals, their families and institutions.

Based in Luxembourg, Lombard International Assurance S.A., is part of Utmost Group and is regulated by the Commissariat aux Assurances. Utmost Group is a leading provider of insurance and savings solutions. The Group operates in the UK and the international insurance industries across our two businesses, Utmost International and Utmost Life and Pensions. As at 30 June 2025, Utmost Group has over £100bn in AUA and 465,000 customers.

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Utmost Patrimoine has been a trusted partner to French wealth management professionals since 2020, offering tailored support and expertise in  insurance-based wealth solutions.

Utmost Patrimoine is an investment and insurance intermediary, is a simplified joint-stock company (SAS), registered with Orias under number 19007854.

Headquartered in Paris, Utmost Patrimoine proudly operates as part of Utmost Group, reinforcing our commitment to excellence and innovation in financial services.

Utmost Group is a leading provider of insurance and savings solutions. The Group operates in the UK and the international insurance industries across our two businesses, Utmost International and Utmost Life and Pensions. As at 30 June 2025, Utmost Group has over £100bn in AUA and 465,000 customers.

Meet the Utmost Patrimonio Team

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Benefits of Utmost Wealth Solutions

For France, policies are issued through our Irish or Luxembourgish-based life companies, leveraging the tax efficient and robust regulatory frameworks, established industry expertise and strong policyholder protection regimes in both jurisdictions.