Insurance for Asset Management Companies

Asset managers face significant risks involving the management and investment of assets belonging to customers and investors. Asset managers are especially at risk when invested assets experience a loss in value.

Asset managers also face a host of other risks including employee dishonesty, crime, cyber liability, management liability, general liability, and all other standard risks involving employees and the operation of a business.

We work with multiple highly rated insurance companies and offer complete insurance solutions to all types of asset management companies, including the following:

• Investment Advisers
• Stockbrokers / Registered Representatives
• Broker Dealers
• Private Equity
• Mutual Funds
• Hedge Funds
• Fund of Funds
• Venture Capital
• Wealth Management
• Real Estate Investment Trusts (REITs)
• Investment Banking

We offer all insurance coverages that asset management companies might need, including the following:

• Errors and Omissions Insurance
• Cyber Liability Insurance
• Representations and Warranties Insurance
• Directors and Officers Insurance
• Employment Practices Liability Insurance
• Fiduciary Liability Insurance
• Crime Insurance (Fidelity Bond)
• Kidnap and Ransom Insurance
• Workers' Compensation Insurance
• General Liability Insurance
• Business Package
• Commercial Umbrella
• ERISA Bonds

Do not hesitate to call us to discuss your insurance needs.