Our Solutions – Sweden
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.
SWEDISH EXECUTIVE PORTFOLIO: EXERCISE COMPLETE CONTROL OVER YOUR INVESTMENT
The Swedish Executive Portfolio is a single premium, whole of life assurance policy specifically created for Swedish investors looking to invest for growth over the medium to long term and to provide for efficient estate planning. The portfolio offers investment choice through access to a wide range of different assets, such as stocks, shares, bonds and collective investments that enable clients to build a bespoke portfolio. Clients can appoint local or international custodians or fund advisers of their choice and choose how the portfolio is managed to suit their requirements.
Key Features
The product is suitable for expatriates and other residents living in Sweden seeking a lump sum investment option. The minimum initial premium is SEK 500,000 with the option for additional contributions at a later date. The product also offers attractive flexibility around investment options and portability.
BENEFITS OF UTMOST WEALTH SOLUTIONS
In Sweden, policies are written from our Irish life company, Utmost PanEurope dac. They benefit from Ireland’s strong insurance regulatory regime, Solvency II and Ireland’s robust policyholder protection regime. Additionally, there is no VAT charged on management fees.
For Key Information Documents (KIDs) and information on your investment options
How can we help?
To find out more about our solutions available in Sweden, please contact our sales team.
Sales
Customer support
If you have a query about an existing policy, please contact our customer support team.
Customer support