About Utmost Wealth Solutions

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 $193bn in assets under management as of 30 June 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 approximately $1trillion in assets under management as at 30 June 2024.

With approximately £103.4 billion of assets under administration as of 30 June 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.*

* These numbers are provided on a proforma basis, assuming Lombard International was a part of Utmost from 30 June 2024. Fitch ratings for Utmost PanEurope, Utmost International Isle of Man and Utmost Worldwide awarded in June 2024. Fitch rating for Lombard International Assurance S.A. (now part of Utmost Group) awarded in January 2025.

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.

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 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.

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.