Partner Testimonials
Trusted by Financial Advisers Across the World
Hear from some of the partners we work with about the value of our relationship, technical expertise and support.
VALIRO has been working with Utmost since 2016 and our relationship has continued to grow ever since. Whether dealing with complex cross-border planning or meeting our clients’ demands for sophisticated investment solutions, the Utmost team consistently demonstrates exceptional expertise, responsiveness and flexibility. Utmost has been a trusted partner in supporting us. Their deep technical knowledge and a genuinely collaborative approach, makes them the leading life insurance providers for UHNWI clients.
Joan Mir, CEO, Valiro Insurance Broker
With over 40 EU regulated advisers dispersed across Europe, it is essential we can offer clients the most robust and competitive investment solutions on the market to facilitate their financial plans. Utmost fill that brief above and beyond, as market leaders in the life company space for most EU jurisdictions, with the financial strength to put a client’s minds at ease. The relationship we have is invaluable in dealing with unique client circumstances and accessing meaningful support for our advisers and in turn their clients. The support we receive as a group from Utmost is key to providing excellent client outcomes.
Max Durrant, Executive Director, Opesfidelio (Aisa International)
Working with Simon Baker, European Area Sales Manager, and the wider team at Utmost has consistently provided us with a strong combination of technical expertise, commercial understanding and practical support. Their knowledge of our business and the international advice environment enables us to approach complex client cases with greater clarity and confidence. Simon and the wider Utmost team are responsive, professional and solutions-focused, and their support plays an important role in helping us deliver positive outcomes for our clients.
Where issues have arisen in the past, Simon has always received our feedback constructively and acted quickly to help resolve matters and restore confidence. That level of accountability and responsiveness is particularly valued when working with a business of Utmost’s size and scale. We value the relationship highly and regard Utmost as a trusted and dependable partner.
Peter Gollogly, Regional Director – Europe, Skybound Wealth Management
What we value most about working with Utmost is the combination of technical expertise and practical support. Whether we are discussing complex client cases or day-to-day servicing requirements, we have access to knowledgeable people who understand our needs and help us find solutions.
James Rayburn, Founding Partner, The Wealth Genesis
We have worked with Utmost for a number of years and have always found the team professional and knowledgeable. Their expertise in international wealth solutions makes them a valuable partner for both advisers and clients.