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.
Please note that we do not offer the following products for sale in this jurisdiction, the information is for existing planholders only.
*a capital redemption variant may be available in certain jurisdictions.
Utmost Worldwide Limited Switzerland Branch Financial Condition Report 2020
A single contribution investment-linked open-architecture product where the benefits are linked to the performance of a portfolio of investment assets. This Plan is suitable if you have a medium to long-term investment outlook. The minimum investment is US$150,000 (or currency equivalent) in a lump sum contribution or investment assets, or a combination of both.
Key Features
*Not available for sale in Switzerland
Vision was a regular contribution, whole-of-life, investment-linked insurance scheme designed to help planholders meet their long-term financial objectives. Existing planholders can choose from a wide range of investment options corresponding to some of the world’s leading investment funds. Regular contributions are paid on a monthly, quarterly, half-yearly or annual basis and lump sums can be paid at any time.
Please see our Investment Options Brochure (IOB) for Switzerland – July 2021
Please see our International Fund Performance (IFP) for Switzerland – September 2021
A single contribution whole of life, investment-linked insurance scheme. Choice is a versatile investment plan, designed to help you and your children achieve your ambitions. It can also be used to provide for a comfortable retirement. We designed Choice so that you can make the most of life’s opportunities and be prepared for life’s challenges.
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/
To find out more about solutions available in Switzerland, contact our sales team.
If you have a query about an existing policy, contact our customer support team.
To manage your plan online, login to the Online Service Centre.