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.

Insurance broking

Professional liability & regulatory risk

Investment managers operate in a highly regulated environment where operational errors, investor disputes, and regulatory investigations can create significant financial and reputational exposure.

Bartlett works with hedge funds, private equity firms, RIAs, venture capital firms, family offices, and asset managers to structure insurance programs designed to protect the business, leadership team, and investors.

We advise investment managers with coverage solutions for:

Why Bartlett

A tailored approach for financial services firms

Every investment firm operates differently. From emerging managers launching their first fund to established multi-strategy platforms, insurance programs should reflect the complexity of the business and its risk profile.

We work closely with leadership teams, legal counsel, compliance professionals, and operational stakeholders to build practical insurance solutions aligned with investor expectations, contractual requirements, and long-term growth plans.

Our goal is to provide clear guidance, strong market access, and responsive service tailored to the needs of the investment management industry.

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.

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

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.

> $170,000

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