Financial Institutions

Financial services firms 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 financial services firms, from corporate service providers to stockbrokers, with expert-led insurance.

About us

Management liability & regulatory protection

Financial institutions operate in a highly regulated environment where regulatory scrutiny, client relationships, cyber threats, and professional liability exposures can create significant financial and reputational risk.

Bartlett works with banks, lenders, specialty finance companies, fintech firms, insurance-related businesses, and other financial institutions to structure insurance programs designed to protect the organization, leadership team, and clients.

We advise financial services firms across a range of coverage solutions:

Why Bartlett

A tailored approach for financial services firms

Every financial institution has a unique operating structure, regulatory environment, and client profile. Insurance programs should reflect the complexity of the business and the evolving risks facing the financial services industry.

We work closely with leadership teams, compliance professionals, legal counsel, and operational stakeholders to develop practical insurance solutions aligned with business objectives and regulatory expectations.

Our goal is to provide responsive service, specialized market expertise, and tailored risk management solutions that support long-term stability and growth.

Featured Capabilities

Commercial Insurance

U.S. commercial insurance programs designed and placed around your risk profile, operations, and growth strategy.

Global Solutions

U.S. placements for international brokers and global program management for U.S. clients. Seamless execution across borders.

Claims & Risk Advisory

Active claims management and risk advisory support focused on improving outcomes and reducing loss.

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.

$500,000+
in premium savings

Ready to talk?

If you’d like to speak to us, complete the form below and we’ll connect you with the right person.

Email*