Insurance for Investment Managers

Investment Managers' Insurance is not a commodity. Cost and quality of cover are highly variable and largely dependent on broker expertise, approach and insurer relationships.

To find out more about Investment Management Insurance please download the brochure below or contact Rich Bartlett on:

Tel: 215-546-9660
Email to rbartlett@bartlettgroup.com

Expertise

  • Dedicated Investment Managers Insurance broking resource staffed by seasoned specialists. We act for investment managers across the sector ranging in AUM size from multi-million to multi-billion. 

  • Our team includes qualified accountants and former executive protection underwriters; ensuring your exposures are understood and protected and your insurance program is negotiated competitively.

Approach

  • It is no coincidence we enjoy strong loyalty from our clients as we invest time and money in providing the best possible service. For example, in a sector where many firms have not met their insurance providers, we are staunch advocates of regular agent and insurer client visits.

Insurer Relationships

  • Bartlett is a privately owned, independent insurance agent with strong and long-standing relationships with all the key insurers.

"Bartlett were professional and efficient and managed the whole process with the minimum of disruption to us.  I was also pleasantly surprised that they were able to find a very competitive quote relative to our existing premium despite growth in the business."

Venture Capital Firm, Bartlett Client


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