About Utmost Wealth Solutions

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Overview

Utmost Wealth Solutions is a leading provider of wealth solutions, which are 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.

Utmost Wealth Solutions offers 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 c. £31bn of assets under administration (as at 30 June 2021) and supported by 800 employees, 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 Oaktree Capital Group LLC. Oaktree is a leading global investment manager specialising in alternative investments with $148bn in assets under management as at 31 December 2020.

In 2019, Brookfield Asset Management acquired a majority interest in Oaktree. Brookfield is an alternative asset manager and the two companies together have over $600bn in assets under management as at 31 December 2020.

 

Scale and Strength

With c. £31bn of assets under administration (as at 30 June 2021), Utmost Wealth Solutions is a leader in the international life assurance market. Utmost International writes £1.8bn of new business each year 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.

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 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 preserve their wealth and safeguard it for future generations.

Global Reach

We operate from eight office locations, giving us a truly global 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.

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