Through the use of unit-linked insurance policies, we offer intelligent and efficient solutions to partners and their clients seeking to preserve and transfer their wealth.
Achieving clients’ financial objectives in a changing world is increasingly challenging. Utmost Wealth Solutions is uniquely placed to help advisers make a real difference to their clients’ lives, through robust and proven solutions that are designed to help clients manage their wealth in a controlled manner.
Vital Support
We offer practical and timely support for our key partners in the high and ultra-high net worth market and recognise that scale, financial strength and access to high quality technical support is vital. That is why we have created one of the most experienced and best qualified Technical Services teams in the industry.
Technical Excellence
The team is focused on delivering technical support in each of our core markets, and includes product, tax and estate planning experts with qualifications spanning legal, accountancy, taxation and trust & estate practice in a broad range of jurisdictions.
This means that you have at your disposal a team of solution-oriented professionals who can pool their collective knowledge to assist you.
Market Leader
Selecting your client’s life assurance provider is an important decision. Choosing Utmost allows you to make that decision with confidence.
We are part of the Utmost Group and with over £58bn assets under administration (as at 31 December 2022) we are an established leader in our chosen markets.
Unique in our Market
Our financial strength is recognised through an A rating with a Positive Outlook from Fitch Ratings, one of the top three global rating agencies. This demonstrates to partners and clients that we are a strong company with a proven track record. We are the only independently-owned wealth management business with Fitch ‘A’ Insurer Financial Strength Ratings for its issuing life companies.
Each of our businesses has a strong history and track record. Together we offer a rich legacy of industry knowledge and technical experience.
We develop products designed to meet clients’ requirements in each location where we operate and have done so for over 35 years.
We are an active and growing organisation and our overall purpose is to build a brighter future for our clients and core to our values is a commitment to deliver good results. We provide premium client servicing and continually invest in our service offering to meet evolving client needs.
Global Expertise
Our team of over 50 wealth structuring specialists bring local expertise to our global client base.
We have the capability to service business around the world from our locations in the UK, Europe, Asia and the Middle East. We can offer our most appropriate product from our most appropriate jurisdiction to help meet the needs of each client.
As clients have become increasingly international in their outlook, business interests and retirement planning, Utmost Wealth Solutions, with our global footprint and international expertise, is a natural choice to support advisers help their clients achieve their financial aspirations.
In the new era of wealth planning our aim is to make a wealth of difference.
Find out more here
Utmost Wealth Solutions is a business name used by a number of Utmost companies including Utmost International Isle of Man Limited, Utmost PanEurope dac and Utmost Worldwide Limited. www.utmostinternational.com
