About Utmost Wealth Solutions
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 serves customers who want to sustain and pass on their wealth.
We offer outstanding service and focused expertise to our clients and their advisers who are seeking intelligent and efficient solutions to preserve their wealth and safeguard it for future generations.
With approximately £52.4bn of assets under administration as at 30 June 2023, Utmost Wealth Solutions has the scale and expertise to partner our clients in achieving their aspirations.
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 Oaktree Capital Group LLC. Oaktree is a leading global investment manager specialising in alternative investments with $179bn in assets under management as at 30 June 2023.
In 2019, Brookfield Asset Management acquired a majority interest in Oaktree. Brookfield is an alternative asset manager and the two companies together have approx. $850bn in assets under management as at 30 June 2023.
Scale and Strength
With approximately £52.4bn of assets under administration as at 30 June 2023, Utmost Wealth Solutions is a leader in the international life assurance market. Utmost International wrote £1.6bn of new business in HY 2023 and continues on its growth trajectory. Our financial strength has been recognised through an “A” Insurer Financial Strength rating for our life insurance entities from Fitch Ratings.
Our business has a long history and track record of success, with a depth of knowledge and experience. Our products are designed to meet our clients’ requirements across each location where we operate.
Commitment to Our Clients
Core to our values is a commitment to deliver good results to our 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 our clients. We focus on helping our clients to preserve their wealth and safeguard it for future generations.
We operate from 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.
Client Servicing and Administration
Premium client servicing is central to our proposition. Our sophisticated online service centre provides access to a range of investment solutions and enhances the client experience. We continually invest into our service offering in order to meet our evolving client needs.
Strength, Expertise, Commitment
Utmost Wealth Solutions exemplifies strength, expertise and commitment – qualities that can make a wealth of difference to our clients.
Watch our corporate video to find out more about us.