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About Utmost Wealth Solutions

Overview

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.

Utmost Wealth Solutions provides solutions who want to sustain and pass on their wealth.

We offer outstanding service and focused expertise to advisers and their clients who are seeking intelligent and efficient solutions to preserve their wealth and safeguard it for future generations.

With £103.5 billon of assets under administration at 31 December 2024, Utmost Wealth Solutions has the scale and expertise to partner our clients in achieving their aspirations.

 

Our Strengths

Ownership

Utmost Wealth Solutions is part of Utmost Group, a leading provider of insurance and savings solutions in the UK and International insurance markets.

Utmost Group is majority-owned by funds managed by subsidiaries of Oaktree Capital Holdings, LLC.

Oaktree Capital Holdings, LLC is a leading global investment manager specialising in alternative investments with $202bn in assets under management as of 31 December 2024.

In 2019, Brookfield Asset Management acquired a majority interest in Oaktree. Brookfield is a listed alternative asset manager and the two companies together have over $1trillion in assets under management as at 31 December 2024.

Scale and Strength

With £103.5 billion of assets under administration as of 31 December 2024, Utmost Wealth Solutions stands as a leader in the international life assurance market. Our financial strength is further acknowledged by Fitch Ratings who have awarded our life insurance entities with ‘A+’ Insurer Financial Strength ratings and stable outlooks.

 

Expertise

Our business has a long history and track record of success, with a depth of knowledge and experience. Our products are designed to meet client requirements across each location where we operate.

Commitment to Advisers and their Clients

Core to our values is a commitment to deliver good results to clients. Our business was founded on the belief that all stakeholders are better served as part of an active and growing franchise. Our overall purpose is to build a brighter future for advisers and their clients. We focus on helping clients to preserve their wealth and safeguard it for future generations.

Global Reach

We operate from 13 office locations across the globe, giving us a truly international footprint. Whilst we operate globally, our teams bring their local expertise to bear in serving our global client base.

Servicing and Administration

Premium servicing is central to our proposition. Our sophisticated online service centre provides access to a range of investment solutions and enhances the overall experience. We continually invest into our service offering in order to meet our evolving policyholder needs.

Strength, Expertise, Commitment

Strength, Expertise, Commitment

Utmost Wealth Solutions exemplifies strength, expertise and commitment – qualities that can make a wealth of difference to our advisers and their clients.

Watch our corporate video to find out more about what we offer our partners and clients.