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Utmost Wealth Solutions

1 Dec 16

Address: Royalty House, Walpole Avenue, Douglas, Isle of Man IM1 2SL, British Isles
Tel: +44 (0)1624 643 468 – Telephone calls may be recorded
Email: [email protected]
Website: utmostwealth.com

Address: Royalty House, Walpole Avenue, Douglas, Isle of Man IM1 2SL, British Isles Tel: +44 (0)1624 643 468 - Telephone calls may be recorded Email: [email protected] Website: utmostwealth.com

Profile

We are a leading international specialist wealth manager with a heritage of over 25 years.

Our expertise lies in the provision of award-winning international bonds to assist professional advisers meet the complex wealth management and succession planning needs of their high and ultra-high-net-worth clients.

We have offices in the well-regulated jurisdictions of the Isle of Man and Ireland and a growing distribution presence throughout Europe. With assets under management of €24bn*, we have the necessary scale and sustainability to achieve our objective of being a formidable business in our market, long into the future.

We have a clear focus to grow as an independent. Through a combination of market-respected technical expertise, industry-recognised service and award-winning products, we aim to be the partner of choice for long-term wealth management and succession planning solutions.

To find out how we can help, just visit utmostwealth.com.

Utmost Wealth Solutions – a wealth of difference

Product Offerings

Through our combined strength from our offices in the Isle of Man and Ireland we have a specialist range of life assurance and capital redemption solutions as wealth structuring tools for high and ultra-high net worth individuals.

We can provide bespoke products that comply with the fiscal, legal and regulatory regimes of local European jurisdictions. We also work closely with Discretionary Fund Managers who provide the investment expertise to our range of tax wrappers and trust-based solutions.

*Combined figures for Utmost Wealth Solutions companies in Ireland and the Isle of Man as at 31 December 2017.

Tags: Utmost

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.