Fund Managers

Insurance solutions for fund management clients

Australia’s investment management sector is one of the fastest growing in the Asia-Pacific region, predicted to have more than $3 trillion worth of funds under management by 2030.

Insurance is key in an industry that involves large sums of money and well-resourced clients with the ability to undertake expensive litigation. Investment managers not only need to maximise value for their clients, they need to cover themselves against all manner of risks in the process. Our team’s expertise is driven by a passion for markets and investment. We can clearly communicate your risk profile to insurers, considering all necessary coverage factors, to ensure you have a policy that is priced fairly. 

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

Types of coverage

Specifically designed for the needs of Australian investment management firms, our insurance solution comprises the following:

  • 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.

Frequently Asked Questions

Has Risk Advisory Hub helped many fund management firms?

Our team has years of experience managing coverage and claims processes for high-level clients across Australia. We have experience with managing insurance for a variety of funds management businesses with FUM between $10M – $2bn. We can cater to:

  • Debt funds
  • Property development funds
  • Hedge funds
  • Digital asset funds
  • Private equity funds
  • Equity funds
  • Mortgage funds

Can policy limits be customised for our business needs?

Our team will work closely with you to understand your business operation and draw on our years of industry experience to help identify known and potentially unknown risks that will need to be addressed in your policy, and work with insurance providers to make it happen. 

How do you evaluate our firm’s risk profile? What information will you need from us?

In order for our team to determine your risk profile we will need a completed Investment Managers Insurance proposal form, Investor Mandate, Fund and IM Financials and latest investor updates.

How do you work to offer competitive policy rates?

We work with our long-standing insurance partners to help create a tailored policy that keeps your costs reasonable without compromising coverage and any regulatory obligations.

Can my policy cover cyber risks and data breaches as well?

If that is an identifiable risk for your business, we can certainly work with our insurance partners to provide coverage in the instances of cyber crime. 

Get in touch

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