Utmost is a leading global provider of insurance-based wealth solutions for high net worth and ultra-high net worth clients. We manage £116bn of assets on behalf of 190,000 clients, operating across 20 international markets through four insurance companies in Ireland, the Isle of Man, Guernsey and Luxembourg. Market position and scale • Utmost is the largest provider in the international wealth insurance market • Our insurance companies are among the highest rated issuing entities, with A+ Insurer Financial Strength ratings from Fitch Ratings • We have a diversified global footprint across markets in the UK, Europe, Asia and Latin America Core expertise • Specialists in cross-border wealth structuring, supporting advisers and clients with regulatory, tax and estate planning requirements • Country technical experts providing local market insight and compliance expertise • Complex asset capability, supported by dedicated teams delivering institutional standards of governance Working with advisers We partner with private banks, wealth managers and financial advisers to deliver insured wealth planning solutions that enable clients to manage, preserve and transfer wealth across jurisdictions with confidence. Our focus • Supporting advisers in serving clients with confidence • Simplifying complex cross-border investment and wealth solutions • Delivering consistent, high-quality service across all markets Learn more at https://www.utmostgroup.com
| Website | http://www.utmostgroup.com |
| Employees | 1,696 (1,107 on RocketReach) |
| Founded | 2013 |
| Industry | Insurance |
| Competitors | J.P. Morgan, Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, BlackRock, T. Rowe Price, Legg Mason (Acquired by Franklin Templeton), Invesco Ltd., State Street Global Advisors +43 more (view full list) |
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Andrew Stoker is the Chief Executive Officer of Utmost Life and Pensions of Utmost Group.
1,107 people are employed at Utmost Group.