Company
Utmost International
Location
United Kingdom
Ireland
Isle of Man
Luxembourg
Guernsey
Hong Kong
Singapore
Geographical focus
United Kingdom
Europe
South & Central America
Asia
Middle East
Client types
Entrepreneurs
HNW
UHNW
UK non-doms
Sector
Financial Services
Wealth Management & Private Banking
Utmost International
Company Profile
Exceptional Wealth Solutions
Utmost International is a leading provider of insurance-based wealth solutions, designed to help clients preserve and grow wealth for future generations. It is part of Utmost Group, founded in 2013 by Paul Thompson and Ian Maidens.
Utmost International’s products are for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients seeking to help solve complex wealth issues. The business partners with professional and regulated advisers to provide exceptional wealth management solutions.
Global Presence
Utmost International is headquartered in London and manages over £103 billion of assets (as at 30 June 2024). With further offices in Europe, the Middle East, Singapore and Hong Kong, it is well positioned to meet the needs of its global and internationally mobile clients.
Technical Prowess
Utmost’s experienced team of structuring specialists have a wealth of local market insight, encompassing cultural, regulatory and in-depth tax knowledge. Working with professional advisers, the highly qualified team is able to assess market developments quickly and structure appropriate solutions that are designed to address complex wealth planning needs.
Investment flexibility
Clients can invest across a broad range of asset classes or delegate the day-to-day management of their portfolio to their advisers. Utmost recognises that non-traditional assets such as real estate, private equity, hedge funds and collateralised securities can form an important role in diversifying a client’s portfolio and can offer solutions designed to accommodate these holdings.
Permanent Commitment to its Clients
A core value of Utmost International is to deliver good outcomes to its clients. With rising macroeconomic uncertainty, the need for, and value of, expert planning solutions has never been greater, with clients and advisers looking for robust, accessible solutions to preserve and pass on their wealth. The scale and resources of Utmost International enable it to successfully support its clients today, and for the generations to come.
Service Ethos
Building on a track record of service excellence, Utmost continues to invest in digital services to enhance customer access and experience. Utmost’s Online Service Centre enables clients to gain instant access to their accounts online. Customer engagement is further supported by an experienced and dedicated telephone-based client service team. A key element of Utmost International’s service ethos is ensuring that the right people, skills and knowledge are available to clients.
Sustainability
Climate and demographic changes are two key global challenges facing society. Private capital is increasingly required to address these challenges. Utmost International is dedicated to making a positive difference. In line with its commitment to providing good client outcomes, Utmost International is committed to protecting the environment and investing responsibly. The business is committed to reducing its own environmental footprint and to supporting responsible investment approaches. Utmost International supports clients seeking investments that match their views on sustainability by providing a breadth of investment options and information on the sustainability of their investment choices.
The Strength to Deliver
Utmost International has established itself as a leader in the wealth solutions market. The business was built through a series of acquisitions that have brought with them a long track record and a depth of knowledge and experience in their respective markets. Most recently, Utmost acquired Lombard International, increasing its presence in key European markets.
Utmost International is financially and operationally robust. The Fitch Insurer Financial Strength ratings for the Utmost International wealth solutions operating subsidiaries, covering Utmost International Isle of Man, Utmost PanEurope, Utmost Worldwide and now Lombard International Assurance S.A. are all rated A+ with stable outlooks. Accordingly, the group is well positioned as a long-term partner for advisers and clients globally, via offices in the UK, Europe, Middle East, Latin America and Asia.
Phone
020 3861 4343
Address
Utmost Group, Saddlers House, 5th Floor, 44 Gutter Lane, London, EC2V 6BR, United Kingdom
