Prime Highlights-
⦁ Utmost Group reported strong growth in its insurance-based wealth platform, supported by higher inflows, profitability, and rising assets under administration.
⦁ The company said its strategic shift toward a focused global wealth solutions business strengthened overall performance in 2025.
Key Facts-
⦁ Assets under administration increased to £116.3 billion in 2025 from £103.5 billion in the previous year.
⦁ Operating profit rose to £224 million, with net inflows turning positive at £2.6 billion during the year.
Background-
Utmost Group reported strong growth in its insurance-based wealth solutions platform in 2025, supported by higher inflows, improved profitability, and growth in assets under administration. The company said its strategy shift toward a focused global wealth solutions business supported its performance during the year.
For the year ending December 2025, Utmost Wealth Solutions’ assets under administration rose to £116.3 billion from £103.5 billion in the previous year. Gross flows increased to £9.7 billion, while net flows turned positive at £2.6 billion compared to an outflow earlier.Operating profit grew to £224 million, and operating cash generation rose to £177 million. The company also reported a client retention rate of 93%.
The company said 2025 marked a key strategic phase, supported by the full integration of Lombard International and the planned exit from its UK life and pensions business. It stated that the restructuring will allow it to focus more on insurance-based wealth solutions and redeploy capital to core growth areas.
Utmost Group said the performance reflected the strength of its global platform and distribution network across multiple regions. It added that growth was supported by higher new business volumes in most territories.
The company also highlighted increasing demand for cross-border wealth planning solutions, supported by long-term trends in global wealth transfer and a rising high-net-worth population. It said the market for insurance-based wealth products is continuing to expand, offering long-term growth opportunities.
Looking ahead, Utmost said it will continue investing in digital systems and technology to improve efficiency. Client experience and strengthen its global operations and business model.