Our wealth solutions bring the Swiss High-Net-Worth market to Life

Life assurance based wealth solutions offer a genuinely life-enhancing approach to preserving and passing on wealth. And Utmost are the leaders in this increasingly attractive field for wealth managers and their clients seeking to protect their assets with ease and economy through difficult times.

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Offer your wealth clients a better Life

While the fundamental desires of high and ultra-high-net-worth clients to grow, protect and transfer their wealth remain primary objectives, the context in which this takes place has changed dramatically.

Utmost Wealth Solutions is uniquely placed to support partners and their clients to help achieve their objectives in a changing world, through solutions that are designed to provide long-term certainty and acceptability across jurisdictions.

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The benefits of working with Utmost Wealth Solutions

Utmost Wealth Solutions has anticipated and is responding to the significant changes in today’s wealth management market.

Our market leading Life assurance-based wealth solutions can help you deliver the added value, service and Life benefits that clients now need and demand.

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We are an established market leader committed to thriving, not just surviving. Over the last 20 years, Utmost Wealth Solutions has grown to become an award-winning market leader in our key European and international markets, with c. €66bn in assets under administration.

We are the only independently-owned wealth management business with Fitch ‘A’ IFS ratings for its issuing life companies.

We have the financial strength that wealth managers and their clients can rely on for the long-term.

Utmost Wealth Solutions At A Glance

Utmost Wealth Solutions is a key part of the Utmost Group. The Utmost Group was founded in 2013 as a specialist Life assurance group to meet the needs of wealthy clients.

Utmost Wealth Solutions is a leading provider of sophisticated Life assurance-based wealth management solutions, designed to preserve the assets of high and ultra-high-net-worth clients and safeguard them for future generations.

Utmost Wealth Solutions operates on a pan-European basis across our key markets of Italy, the UK, France, Spain, Portugal, Finland and Sweden. We service these European markets on a fully regulated basis from our life assurance companies in Ireland and the Isle of Man, supported by our global office in Switzerland.

€66bn

€66bn

In assets under administration

Fitch Ratings

Fitch Ratings

'A' Insurer Financial Strength rating with Positive Outlook

Over 50

Over 50

Wealth Structuring Specialists

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Advantages for your clients

Let Utmost’s tax-smart, portable, assurance-based wealth management solutions offer a better way ahead for wealth preservation and enduring and fruitful partnerships with your clients.

The world’s strongest wealth guardian through life

Our unrivalled expertise and financial strength makes us the natural leaders for cost-effective, climate proof Life assurance based Wealth Solutions.

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Here to help

To connect with our Switzerland sales consultants, please complete the Contact Us form below and we will be in touch.

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We’ll make superior life for you and your wealth clients our utmost priority.

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Award Winning Proposition

At the International Investment Awards in 2022, Utmost won the Best International Life Group (non-UK) award and in the same year was voted International Life Group of the Year (UK) at the International Adviser Global Financial Services Awards.

These prestigious awards reflect our position in the market, the commitment of our people and our relationships with partners and clients.

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IIA22-Winner-Logo-Best-Int-Life-Group