£116.3bn
2025 Annual Report
2025 Performance
2025 was a pivotal year for Utmost
We delivered a strong set of results including record inflows of £9.7bn, taking assets under administration (AUA) to over £116bn. This performance reflects the strength of our enhanced global platform, the breadth of our distribution partnerships and the quality of our resilient business model.
Our financial highlights
2025 highlights
£9.7bn
£224m
£177m
46%
93%
Our strategic pillars
Enabling progress against our strategic pillars
- Completion of Lombard International integration, offering clients a comprehensive and unified product offering
- Rebrand of our Luxembourg business to Utmost Luxembourg, ensuring a consistent brand identity to market
- Successfully rolled out our new contact system, Talkdesk, which makes it simpler for our customers and advisers to contact us
- Sale of our BPA business, allowing singular focus on our wealth solutions business
- Grew our AUA to £116.3bn, with six of our seven sales regions achieving double-digit growth in the year
- Delivered £9.7bn of inflows in 2025, an increase of 43% on FY 2024
- Progressed the alignment and simplification of our wealth solutions business’ operational processes to reduce touchpoints and enhance customer experience
- Completed major updates to our core systems, enhancing our efficiency
- Introduced a new internal AI assistant that assists our employees across various workstreams, including document analysis, translation and compliance of contracts
- Over £92,000 raised across Utmost for local charities and community groups
- 82% response rate to our annual groupwide engagement survey, with 85% of responses positive
- Piloted standardised management training to ensure all managers are equipped to thrive
Hear from our CEO
a pivotal year
for Utmost
We delivered a strong set of results including record inflows of £9.7bn, taking AUA to over £116bn. This performance reflects the strength of our enhanced global platform, the breadth of our distribution partnerships and the quality of our resilient business model. Additionally, the growth in flows achieved throughout most of our regions along with robust client retention demonstrates the attractiveness and durability of our solutions which are deeply embedded in our HNW clients' long-term wealth planning.
Paul Thompson
Utmost CEO
Hear from our CFO
Growing global client demand
In 2025, our business benefitted from growing global client demand for our long-term wealth solutions underpinned by a market environment that experienced, improving investment markets, reductions in central bank rates and continued uncertainty in fiscal and tax policy.
Ian Maidens
Utmost CFO
TAKE A CLOSER LOOK
Read the Full 2025 Annual Report
Get a comprehensive view of our financial performance, strategic milestones and our vision for long-term growth.
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