Informativa ai sensi del Decreto 22 Marzo 2024 in materia di oblio oncologico
Our Solutions – Italy
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Our Solutions
Utmost Wealth Solutions provides insurance based solutions to high net worth clients who want to sustain and pass on their wealth.
Life insurance is a robust and proven solution which assists in financial planning, enabling clients to pass on their wealth in a controlled manner.
Wealth solutions is our core business. We employ focus, scale and technical expertise to safeguard our clients’ wealth.
Utmost Wealth Solutions provides insurance-based solutions to high-net-worth clients in Italy who want to preserve and pass on their wealth in a controlled and efficient manner.
Through our regulated entities in Ireland and Luxembourg, we offer life insurance solutions tailored to clients’ wealth planning needs:
- Private Wealth Portfolio Italy (from Ireland).
- Private Client Insurance Italy (from Luxembourg).
Private Wealth Portfolio: A flexible investment approach
Private Wealth Portfolio is our proposition for high net worth clients in Italy, provided by our Irish insurance carrier. It provides a single premium, whole of life, unit-linked insurance policy. Clients can select from a complete range of investments including alternative and complex assets and can choose from a range of investment management styles.
Clients have choice and control over when and where to take a withdrawal, as well as maintaining control around the assets passing to future generations.
Key Features
Private Wealth Portfolio is designed for investors who are resident in Italy and who are looking for a solution which gives them security and control over their assets.
The policy is suitable for lump sum investments of at least €500,000, with the option for additional contributions. The client can select enhanced death benefit options and the policy offers flexibility around estate planning.
Contact our dedicated team for more information
Important Information: Utmost PanEurope dac is authorised to carry out insurance activities in Italy under the Freedom of Services regime and it is registered with the Register held by IVASS (www.ivass.it) with registration no. II.00509 (https://infostat-ivass.bancaditalia.it/RIGAInquiry-public/ng/#/home). Utmost PanEurope dac operates in a conflict aware environment with an established framework in place for the identification and management of conflicts of interest. If you require further information please contact [email protected]
Private Client Insurance: Security, flexibility and control
Private Client Insurance is our proposition for high net worth clients in Italy, provided by our Luxembourgish insurance carrier. It provides a single premium, whole of life, unit-linked insurance policy. Clients can select from a complete range of investments including alternative and complex assets and can choose from a range of investment management styles and supports.
Clients have the right to make partial or full surrender, as well as requesting switches and changes of investment strategy maintaining control around the assets passing to future generations.
Key Features
Private Client Insurance is designed for investors who are resident in Italy and who are looking for a solution which gives them security and flexibility over their wealth.
The policy is suitable for lump sum investments of at least €150,000 (€250,000 in the scenario of an Internal Dedicated Fund), with the option for additional contributions.
The client can select from a varied offering of enhanced death benefit options including the premium guarantee in case of death (Wealth Life Cover option).
Contact our dedicated team for more information
For more information
Contact usImportant Information: Utmost Luxembourg S.A. è iscritta al Registro del Commercio e delle Imprese, R.C.S. Luxembourg, con il numero B37604 ed è soggetta alla vigilanza del Commissariat aux Assurances (CAA). Sede legale: 4, rue Lou Hemmer, L-1748 Luxembourg, Grand Duché de Luxembourg Utmost Wealth Solutions è un marchio utilizzato dalle società del gruppo Utmost.
Utmost Luxembourg S.A. – Italian Branch/Sede secondaria italiana, Piazza San Marco 3, I-20121 Milano, Italia, è iscritta al Registro Imprese in Italia con P.IVA n. 08441540963. E’ autorizzata dall’Istituto per la Vigilanza sulle Assicurazioni (IVASS) ad operare in Italia in regime di stabilimento ed è iscritta all’Albo delle imprese IVASS, Elenco I, n I.00121.
Benefits of Utmost Wealth Solutions
In Italy, policies are issued through our Irish or Luxembourgish-based life companies, leveraging the tax efficient and robust regulatory frameworks, established industry expertise and strong policyholder protection regimes in both jurisdictions.
Customer Support
If you have a query about an existing policy, please contact our customer support team.
Online service
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