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.
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.
Trust is utmost
The Natural Choice for Advisers helping their clients to achieve their financial aspirations
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 we are an established leader in our chosen markets.
>£58bn
(as at 31 December 2022)
>£58bn
In assets under administration (approx)
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.
Fitch ratings
Positive
outlook
‘A’
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.
Each of our businesses has a strong history and track record. Together we offer a rich legacy of industry knowledge and technical experience.
530,000
Clients as at 31 December 2022
OUR CORE AREAS OF FOCUS
1
Asset protection and intergenerational
planning
Asset choice and flexibility
2
Portability
3
Good client
outcomes
4
Sustainability
5
Where we operate
We have the capability to service businesses 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 best meet the needs of each client.
In the new era of wealth planning our aim is to make a wealth of difference.
Our team of over 50 wealth structuring specialists bring local expertise to our global client base.
Utmost Group new business in 2022
£4.2bn
Click on a pin for
the regional specialist
IMPORTANT INFORMATION
Utmost Wealth Solutions is a business name used by a number of Utmost Group companies. Further information about these entities can be obtained from our website: www.utmostinternational.com/regulatory-information/
Your use of these materials and information contained therein is at your own risk, and you assume full responsibility and risk of loss resulting from the use thereof. Utmost Wealth Solutions will not be liable for any special, indirect, incidental, consequential or punitive damages or any other damages whatsoever, whether in an action of contract, statute, tort (including, without limitation, negligence) or otherwise, relating to the use of these materials or the information contained therein. If any of the foregoing is not fully enforceable for any reason, the remainder shall nonetheless continue to apply.
These materials and the information contained herein are provided by Utmost Wealth Solutions and are intended to provide general information on a particular subject or subjects and are not an exhaustive treatment of such subject(s) based on our understanding as at August 2023. Accordingly, the information in these materials is not intended to constitute professional advice or services. The information is not intended to be relied upon as the sole basis for any decision which may affect you or your business. Utmost Wealth Solutions makes no express or implied representations or warranties regarding these materials or the information contained therein. Without limiting the foregoing, Utmost Wealth Solutions does not warrant that the materials or information contained therein will be error-free or will meet any particular criteria of performance or quality. Utmost Wealth Solutions expressly disclaims all implied warranties, including, without limitation, warranties of merchantability, title, fitness for a particular purpose, non-infringement, compatibility, security and accuracy.
NORTH ASIA
Mark Christal
Head of HNW North Asia mark.christal@utmostgroup.com
Europe and Latam
Ugo de Grenet
Head of Europe and LatAm ugo.degrenet@utmost.ie
SOUTH ASIA
Cherie Tan
Head of HNW South Asia cherie.tan@utmostgroup.com
Marc Acheson
Global Wealth Specialist
marc.acheson@utmost.ie
UK
David Matthews
Head of Sales UK and Europe (Expats) david.matthews@utmostwealth.com
We are a leading global provider of life assurance-based wealth solutions.
MIDDLE EAST and AFRICA
Derek Gemmell
Head of Middle East and Africa derek.gemmell@utmostworldwide.com
Where we operate
contacts
UK
UK
UK
UK
UK
Europe and latam
MIDDLE EAST AND AFRICA
south asia
north asia
UK
Europe and latam
MIDDLE EAST AND AFRICA
south asia
north asia
UK
Europe and latam
MIDDLE EAST AND AFRICA
south asia
north asia
UK
Europe and latam
MIDDLE EAST AND AFRICA
south asia
north asia
UK
Europe and latam
MIDDLE EAST AND AFRICA
south asia
north asia
For Financial Advisers only
We are a leading global provider of life assurance-based wealth solutions.