Our Solutions – Italy
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.
Private Wealth Portfolio: A Flexible Investment Approach
Private Wealth Portfolio is our market-leading proposition for high net worth clients in Italy. 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.
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.
Download Private Wealth Portfolio’s Terms and Conditions here
Download the Application Form here
Download the Additional Pre-Contractual Information Document here
Benefits of Utmost Wealth Solutions
In Italy, policies are written from our Irish life company, Utmost Pan Europe dac. They benefit from Ireland’s strong insurance regulatory regime, Solvency II, and Ireland’s robust policyholder protection regime. Additionally, 0% VAT is payable on investment funds.
For Key Information Documents (KIDs) and information on your investment options
View your policy unit value here
View technical briefings, guides and industry updates for professional advisers in uTECH
HOW CAN WE HELP?
To find out more about our solutions available in Italy, please contact our sales team.Sales
If you have a query about an existing policy, please contact our customer support team.Customer support
Log in to the online service centre for partners.Online Service
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 firstname.lastname@example.org