About Utmost Wealth Solutions

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Overview

Utmost Wealth Solutions is a leading provider of wealth solutions, primarily through the use of unit-linked insurance policies, which can be invested in a wide range of underlying assets.

Utmost Wealth Solutions aims to provide outstanding service and focused expertise to our clients who are seeking intelligent and efficient solutions which enable control over their assets.

With c. £30bn of assets (as at 31 December 2019) under administration and supported by 800 employees including over 50 structuring specialists, 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 Limited, a leading consolidator in the European insurance industry. The two founders, Paul Thompson and Ian Maidens, act as the CEO and CFO providing their expertise and insight in running the business.

Utmost Group Limited is majority-owned by funds managed by Oaktree Capital Group LLC. Oaktree is a leading global investment manager specialising in alternative investments with $125bn in assets under management as at 31 December 2019.

In 2019, Brookfield Asset Management acquired a majority interest in Oaktree. Brookfield is an alternative asset manager and the two companies together have over $500bn in assets under management as at 31 December 2019.

Scale and Strength

With c. £30bn of assets under administration (as at 31 December 2019), Utmost Wealth Solutions has established itself as a leader in its chosen markets. The Utmost International business has completed 11 acquisitions in 5 years 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

Whilst built through acquisitions, each of our acquired businesses has a long history and track record with a depth of knowledge and experience. Our team of over 50 structuring specialists develop products which 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 structuring team 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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