Financial Institutions Insurance
Our specialist financial institutions insurance team works with investment managers to protect their business for competitive premiums.
Investment Managers
Investment managers operate in a highly regulated environment where professional error can quickly translate into third-party loss. Alongside complex liability exposures, firms also face intense competition for talent. We advise a wide range of investment firms, from traditional long-only equity to multi-strategy hedge fund managers, with expert-led insurance and a joined-up approach to employee benefits.
Insurance broking
Expertise for professional liability and regulatory risk
Employee benefits
Supporting your people
Investment management firms demand precision and tailored strategies for their clients. Yet their own employee benefits are all too often standardised, SME-focused solutions.
Even established firms with substantial teams often receive generic advice that fails to reflect their business model and compensation structures. The result is a mismatch between what’s offered and what’s required—leaving investment professionals under-supported, particularly around healthcare, life assurance linked to variable pay and retirement planning solutions that do not offer sophisticated investment options.
Featured Capabilities
Employee Benefits
Our specialist employee benefits team works with investment managers to help our clients recruit and retain talent in a competitive market.
Personal Insurance
Watertight personal insurance for owners, directors and senior managers of investment managers — designed to deliver peace of mind when it matters.
Our impact
Pricing with certainty
A UK-based hedge fund investment manager with $20bn of assets under management approached Bartlett after becoming increasingly concerned that its insurance programme did not accurately reflect firm risk profile.
Our Impact
Restoring insurer confidence
A UK-based investment and wealth manager with over £18bn of assets under management approached Bartlett with its insurance programme under severe strain ahead of renewal.