St Peter Port·Professional Service
Part of Utmost International Group Holdings Ltd. (direct); Utmost Group plc (ultimate)
Renamed from Generali Portfolio Management (CI) Limited to Utmost Portfolio Management (CI) Limited, then to Utmost Portfolio Management Limited, following the 2019 sale of Generali Worldwide to the Life Company Consolidation Group (now Utmost Group).
Utmost Portfolio Management Limited is a Guernsey-licensed investment manager, wholly owned by Utmost Group plc. Licensed by the GFSC to carry on Controlled Investment Business under the Protection of Investors Law, it provides portfolio management, dealing and advisory services in Collective Investment Schemes, securities and derivatives for unit-linked life assurance policies and Portfolio Bond products. —
Each capability links to every business in the Baliwick that shares it.
Discretionary and advisory investment / portfolio management.
From their website
Discretionary portfolio management · Discretionary management · Dealing · management and advising in Collective Investment Schemes and General Securities and Derivatives; portfolio management for unit-linked policies (Vision, Pension Plus, FlexiSaver, Capital Choice) and Portfolio Bond products
Investment portfolio, strategy, and fund-manager performance monitoring.
From their website
Investment advice
Life assurance and term life cover.
From their website
Unit linked life insurance
Key dates and recorded company events for Utmost Portfolio Management Limited.
Compiled from public sources — mistakes are possible. If something here looks wrong, let us know.
Independent asset manager — $1 billion across 16 funds for diverse clients
Staff-owned investment firm: corporate finance, fund management, property.
Venture capital firm; early-stage FinTech and tech-enabled business investment
Boutique asset manager; GFSC-regulated for investment management & family office
SPV note issuer regulated by GFSC — Loan Note 5 launched 2023, up to £50m capacity, 4.25%-7.25% p.a.
GFSC Primary and Investment Licensee for collective investment schemes