Investing with Utmost wealth solutions

As your client’s financial goals change throughout their lifetime, you’re expected to make the most of their investments along the way. That’s where we come in.

Through Utmost you can help your clients invest from established, tax-efficient jurisdictions of the Isle of Man and Dublin, Ireland. So whether they want to preserve their wealth, or pass it on to future generations – we’re here to help. International investing you can trust.

To make sure your clients get an investment that’s right for them, you can help them:

  • Defer tax on any investment growth until a convenient time
  • Choose from thousands of funds
  • Switch funds to respond to market changes
  • Use an investment platform
  • Access expert investment management by using a discretionary manager
  • Combine the bond with a trust for inheritance planning
  • Set the balance between initial and ongoing charges through our Flex-Charge option

A Wealth of Difference
The positive difference we make to sustaining and passing on wealth.
Based on our combined wealth of expertise, experience, understanding, service excellence and technical support.

 

 


It’s important that you and your clients know we’re doing a good job. But you needn’t just take our word for it. We’re proud to have achieved the following awards and ratings in recognition of the work we do.

INTERNATIONAL ADVISER LIFE AWARDS 2016

  • BEST SINGLE PREMIUM INVESTMENT BOND (UK) – EVOLUTION
  • BEST SINGLE PREMIUM INVESTMENT BOND (UK) – DELEGATION
  • BEST TRUST/ESTATE PLANNING PRODUCT (UK) – ESTATE PLANNING BOND

DEFAQTO FIVE-STAR RATINGS

  • EVOLUTION 2006 – 2016
  • ESTATE PLANNING BOND 2011 – 2016
  • SELECTION 2013 – 2016
  • DELEGATION 2013 & 2014*

 

 

*Delegation received a 4 star rating in 2015 and 2016.

Knowing how they are protected is hugely important to your clients when they invest. So help them find out more with our client friendly guide.

Our guide to investor protection