Protecting investment managers and their businesses
Managing investments on behalf of clients carries significant professional responsibility. Investment Managers Insurance provides protection against the risks associated with managing client investments, portfolios and assets, helping protect against the financial impact of claims arising from professional services.
What is Investment Managers Insurance?
Investment Managers Insurance is designed for professionals and businesses responsible for managing investments and making investment decisions on behalf of clients.
It provides protection against claims that can arise from the provision of investment management services, including allegations of errors, omissions, negligence or breach of professional duty.
Investment Managers Insurance typically provides protection against claims arising from:
- Errors or omissions in invesment management services
- Alleged negligence or breach in professional duty
- Investment advice or recommendations
- Failure to act in accordance with a client's investment mandate
- Misrepresentation or misleading claims
- Losses arising from professional services provided
- Legal defence costs and compensation associated with covered claims
The type and level of cover required will depend on the services provided, business structure and professional exposures. Cover can be tailored to reflect your specific activities and requirements.
Who is it suitable for?
Investment Managers | Fund Managers | Asset Managers | Portfolio Managers | Investment Management Firms | Wealth Management Firms | Investment Advisers
Get in touch
Our brokers can help you compare policy options and arrange Investment Managers Insurance tailored to your professional activities and risk exposures.
For more information or to arrange cover, please contact us or simply fill out the Investment Managers Insurance quote form below and one of our insurance brokers will get in touch in one business day.
Request a Quote
