Utmost Wealth Solutions works closely with its partners, who may be wealth managers, private banks, family offices or financial advisers, to deliver the best outcomes to clients.
Our client coverage and structuring teams work with our partners across the globe, continually adapting our offering in line with the latest regulations in our regions to help ensure our policies continue to match our clients’ objectives.
Our proposition can support a full range of asset classes, investment management styles and custodians and we can readily onboard new partners.
£30bn (€34bn) in assets under administration
50 wealth structuring experts
‘A’ Insurer Financial Strength rating with Stable Outlooks from Fitch Ratings
Jurisdictions: Ireland, Isle of Man, Guernsey
O% VAT on Discretionary Managed Funds (Ireland and Guernsey)
Expertise, scale and a sustainable business model
Innovative solutions for internationally mobile clients
Please note that previous company performance is not a guide to future performance. All figures quoted are correct as at 31 December 2019.
For partners wishing to speak to someone about an existing policy, please visit our Customer Support area
For partners looking for further details about our online services, please see our Online Service Centre here