Our Solutions – Switzerland

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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 to assist 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.

*Capital Redemption Bond (CRB) variant available in certain jurisdictions.

IMPORTANT TO NOTE:
The products listed below are not available for sale in this jurisdiction, the information is for existing planholders only.

 

Utmost Worldwide Limited Switzerland Branch Financial Condition Report 2021

PROFESSIONAL PORTFOLIO

Not available for sale in Switzerland

For existing Planholders with an Online Service Centre account, please log-in here.

If you do not have an Online Service Centre account, please contact your Utmost Worldwide Limited Switzerland Office here or your current Financial Adviser.

VISION AND CHOICE PLANS

Not available for sale in Switzerland

For existing Planholders with an Online Service Centre account, please log-in here.

If you do not have an Online Service Centre account, please contact your Utmost Worldwide Limited Switzerland Office here or your current Financial Adviser.

Access the latest Investment Options Performance here.

Access the latest Investment Options Brochure here.

Benefits of Utmost Wealth Solutions

Utmost Wealth Solution’s international operation operates through Utmost Worldwide Limited, based in Guernsey, Channel Islands. All planholders with Utmost Worldwide Switzerland Branch benefit from Switzerland’s “policyholder protection regime” under the licensing conditions imposed by FINMA, the Swiss Financial Supervisory Authority. This means that all of the assets that support the liabilities of Utmost Worldwide to planholders of its Switzerland Branch are held as tied assets with a Swiss bank and supervised by FINMA.

You can have immediate and secure access to your Plan information through our ‘Online Service Centre’. This allows you to view up-to-date valuations on your Plan. You can also submit certain requests through the ‘Online Service Centre’.

To log-in or register for access, please visit https://my.utmostworldwide.com/PortfolioManager/

 

How can we help?

To find out more about solutions available in Switzerland, contact our sales team.

SALES

CUSTOMER SUPPORT

If you have a query about an existing policy, contact our customer support team.

Customer support

ONLINE SERVICE

To manage your plan online, login to the Online Service Centre.

Online Service