Insurance for Wealth Management firms

Wealth management solutions

We don’t just have relevant capabilities for the Wealth sector; we have an absolute focus on it and our proposition is designed specifically for it.

We understand the risks faced by firms, from the implications of sector wide regulatory or legislative changes, through to the detail of insurance coverage for the more nuanced and esoteric risks faced by individual Wealth Managers.

​​​​​​What sets us apart?

  • Our ability in the market to deliver – particularly relevant during these testing times. With experts from across the financial institution and professional indemnity market working in unison we may be able to find solutions to risks where others may have not.
  • We are sector experts with a deep understanding of the risks faced by you and your business. This allows cover to be crafted to suit the nuances of your business.
  • We have absolute commitment to service – no stone is left unturned.
  • Our integrated approach to claims – we have a unique Legal, Technical and Claims team embedded within the proposition made up of senior insurance lawyers and experienced claims professionals, who support on insurance claims, policy wordings and legal and regulatory developments.
  • We have both in-team data experts as well as a data and analytics arm of the business. We have access to relevant data and claims trends to assist in your purchasing decisions as well as your businesses wider risk management.

Differentiating you in the market to deliver:

  • Robust coverage
  • Expert insurers according to your criteria
  • Competitive price
  • Successful claims outcomes

Emerging risks:

The risks faced by Wealth Managers are ever evolving, including but not limited to: rapidly changing technology and cyber issues, changing client demands, green washing and disclosures around ESG credentials, changes in working practices for both employees and your customers, emerging legal and regulatory burdens, new business and distribution models and competitive patterns from other firms. Being fully embedded in your sector allows us to differentiate you in the market and deliver insurance solutions for you.

We consider you entire risk and insurance world and understand the need for it to work as one:


Speak to the team today:

Photo of John Greene


John Greene

Divisional Director
Photo of Lindsay Ratcliffe


Lindsay Ratcliffe

Divisional Director