Fund Managers

Competitive solutions for our fund management clients

Australia has one of the largest and fastest growing investment management sectors in the Asia Pacific Region, with the sector predicted to grow to over $3 trillion in funds under management by 2030. In an industry that involves large sums of money and well-resourced clients with the ability to undertake expensive litigation, insurance plays a key role in ensuring peace of mind for Investment Managers so they can focus on maximising value for their clients. 

Our specialist expertise, driven by a passion for markets and investment, allows us to expertly communicate your risk profile to insurers, so that it is priced correctly. We have experience with managing insurance for a variety of funds management businesses with FUM between $10M – $2bn. 

manager businessmen are looking at the tablet screen with the company's financial

Cover Highlights

Specifically designed for the needs of Australian Investment Management firms, our Investment Managers Insurance solution will include three key sections:

– Professional Indemnity covering loss arising from actual investment decisions and or advice.

– Directors and Officers cover to protect directors and management 

– Crime cover to protect against theft of funds belonging to the company or fund/s by employees and third parties.

Get in touch

Please get in touch to discuss your business and commercial insurance requirements or for a free, no obligation quote.