Utmost Wealth Solutions’ Isle of Man range of offshore investment bonds has been added to the Zurich Platform.
The UK and the Isle of Man-based investment and savings specialist announced the deal in a statement earlier today, with the Evolution and the Estate Planning Bond now added to Zurich’s platform.
James Clark, national sales director at Utmost Wealth Solutions, pointed to the company’s strong history of working with adviser platforms calling the partnership with Zurich Platform “an important step forward”.
“We are one of the fastest growing companies in our sector,” he said. “Our Isle of Man-based Evolution and Estate Planning Bond complement other tax wrappers to create highly bespoke arrangements for UK-based clients.
Cross-border
“[And] with the recent acquisition of Generali PanEurope, now Utmost PanEurope, we are the second largest cross-border provider of unit-linked wealth management solutions in Europe with assets under administration of €24bn.”
Alistair Wilson, Zurich’s head of retail platform strategy, said: “We are continuing to invest in our platform and are delighted to partner with Utmost Wealth Solutions to make their investment bonds available to advisers. Advisers will benefit from a solution that combines Utmost Wealth Solutions’extensive expertise in offshore investments with our own market leading platform and range of funds.
“The offshore bond can be used to grow, manage and preserve a client’s wealth, as well pass it on tofuture generations. This is a further demonstration of our commitment to the market and focus oninvesting in our platform for advisers and their clients.”
