Leaders in the new era of wealth planning
Everyone working to meet the needs of private clients will be conscious of the significant changes in this market at global, regional and national levels.
The global drive for increased regulations, compliance, transparency and reporting, plus the increasing mobility of international clients and the spread of their investments and properties around the world has brought complexity to the wealth planning landscape.
At Utmost, we provide cross-border life assurance solutions as a compliant wealth-structuring tool to help reduce this complexity and meet the evolving needs of clients – be it for estate planning, intergenerational wealth transfer, wealth preservation, tax efficiency or simplified reporting.
We are uniquely placed to support advisers and their clients to help achieve their objectives in this changing world, through solutions that are designed to provide long-term certainty and acceptability across jurisdictions.
Utmost Group acquired Quilter International on 30 November 2021. Quilter International is now part of Utmost International, the international life assurance business of the Utmost Group.
Utmost international is one of the leading providers of insurance-based wealth solutions through its Utmost Wealth Solutions business. As at 30 September 2021, we had circa £55 billion in assets under administration and circa 210,000 customers. The five rated operating entities of Utmost Group – Utmost Limited, Quilter International Isle of Man Limited, Utmost PanEurope dac, Quilter International Ireland dac and Utmost Worldwide Limited – have also been assigned Insurer Financial Strength (IFS) Ratings of ‘A’ with stable outlooks by Fitch Ratings.
We have strong history and global footprint across the world including Asia, the UK, Europe, Latin America and the Middle East. We are also renowned for our technical expertise and proud to have attracted many qualified and talented professionals to work in our Group. Our global presence, wealth of technical knowledge and local licenses all allow us to fully support our mutual clients.
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Residency & Citizenship in and out of APAC – Trends, Developments and Advice to Consider While the private banking and wealth management industry has managed to flourish amidst seeming adversity since Covid-19 hit, another business encompassing the world of investment migration has also been thriving, turbo-charged by the uncer...Hubbis
The latest thought leadership from Utmost Wealth Solutions
Residency & Citizenship in and out of APAC – Trend... While the private banking and wealth management industry has managed to flourish amidst seeming adversity since Covid-19 hit, another business encompassing the world of investment migration has also been thriving, turbo-charged by the uncertainties wrought by the pandemic. To plot the coordinates of...
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Residency & Citizenship – Tracking Key Trends for the Region’s Wealthy Looking Overseas and Global Clients Looking toward Asia View the content created from this discussion Watch the On Demand version of this discussion Here we all are roughly two years after the Covid-19 pandemic struck, and while things are getting slightly easier in some countries, business travel remains extremely difficult, while social...