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Financial Institutions

Address the unique needs of financial services firms, including banks, insurance companies, asset managers, and more, with our specialized team.

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In an effort to better serve the unique needs of financial services firms, we established Global FINEX Financial Institutions: an integrated team of experts worldwide who provide insurance solutions and risk consulting services to financial institutions on the Financial, Executive and Professional lines of coverage. Our sector expertise includes banks, insurance companies, asset managers, private equity firms, hedge funds, REITs, FinTech companies and corporate service providers and we deploy Placement & Servicing, Contract Advisory, Claims Advocacy, Analytics and Operational Risk capabilities seamlessly across our global platform without restriction.

We are focused on delivering value and efficiencies for our clients in every aspect of our engagement.

We strive to understand clients' philosophies with regard to risk and work to actively identify and analyse your risks, taking into account corporate governance and compliance protocols; the complexity and diversity of the financial products or services you provide; your exposure to global jurisdictions and regulatory regimes; and your operational risk in conjunction with internal and external control environments.

Our consultative, client-first approach in the placement process uses our in-depth exposure analysis and proprietary analytics to provide meaningful insights into your risk profile; identify highly specialized forms of risk transfer; and better leverage the global insurance marketplace on your behalf.

In the event of a claim, we engage our team of dedicated financial institutions claims advocates who specialize in complex and challenging matters, ensuring that our clients achieve consistent, expedient and meaningful financial recoveries

Emerging Risk - a view from the Boardroom

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