Private Wealth Portfolio
Utmost PanEurope can provide you with a market leading solution to achieve your wealth management objectives. We offer a flexible contract, confidentiality and the freedom to choose your investment strategy.
A flexible investment approach
Private Wealth Portfolio is a single premium, whole of life, unit-linked insurance policy. It is specially designed for investors who are resident in Italy, and who have sophisticated and complex wealth management requirements. It offers you an exceptional combination of investment choice and tax advantages, and its unique features will adapt to your evolving investment needs.
The policy is designed for lump sum investments of at least EUR 500,000. Additional contributions can be made at any time. You may also pay your premium by transferring an existing portfolio of your assets to Utmost PanEurope, subject to our approval. The policy is always accessible so you can make partial and full surrenders if you need to.
Effective management of your tax liabilities is essential to optimising wealth management. Private Wealth Portfolio is designed to help you minimise your tax obligations while remaining fully in accordance with Italian legislation.
Utmost PanEurope has carefully designed a solution that permits discretionary asset managers, appointed by us, to manage a wide range of assets within their portfolios. Our Private Wealth Portfolio product gives an appointed asset manager the ability and discretion to manage a truly multi-asset policy on your behalf.
Utmost PanEurope works with many asset managers who offer different investment strategies that we have approved. At the outset, you will select one or more of these investment strategies in line with your existing investment conditions, requirements and your attitude to risk.
The asset manager then manages your Private Wealth Portfolio within these parameters. If your objectives change over the lifetime of the policy, you may adapt your investment strategy to reflect this.
As we are located in Ireland, your policy will have access to a wide range of permissible assets including equities, bonds, currencies, UCITS and other types of investment funds. This investment flexibility allows the asset manager to achieve a bespoke wealth preservation strategy, coupled with the benefits of confidentiality, asset protection, tax-optimisation and wealth transmission planning.
For details of other benefits that Private Wealth Portfolio can offer you, click on Features.
PRIVATE WEALTH PORTFOLIO – ITALY