Press ReleaseUtmost Group

Utmost Wealth Solutions announces the launch of its French HNW proposition, Private Wealth Portfolio France

08 April 2022

Utmost Wealth Solutions, part of Utmost International, the leading provider of insurance-based wealth solutions, today announces the launch of its market-leading Private Wealth Portfolio product for the HNW and UHNW markets in France.

Private Wealth Portfolio France is designed to meet the complex and sophisticated financial planning needs of HNW and UHNW individuals in France. The proposition combines a life assurance policy with a range of investment options. This tailored solution enables clients to take advantage of the favourable French tax regime for investment-linked life assurance.

Clients also benefit from the exceptional service and technical capabilities offered by Utmost Wealth Solutions as well as deal structuring and portability services – key benefits of this best-in-class proposition.

Speaking at the launch, Paul Thompson, Utmost Group Chief Executive Officer said:

“I am delighted to launch our new proposition, Private Wealth Portfolio France. The launch of Private Wealth Portfolio France follows the launch of our expatriate product, Apex France, in October 2021, and demonstrates the strong commitment of Utmost International to the French market, a key strategic market for insurance-based wealth solutions.”

About Utmost International

Utmost International is a leading provider of insurance-based wealth solutions and operates across the UK, Europe, Latin America, Asia and the Middle East. Its two core businesses are Utmost Wealth Solutions and Utmost Corporate Solutions. Utmost International manages over £55bn assets under administration on behalf of 130,000 policyholders and wrote £4.8bn new business in 2021.

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