In an increasingly litigious, highly regulated and ever changing economic environment, financial institutions have never faced more pressing risks than they do today. In order to tackle these, businesses require insurance protection that is truly tailored to their individual risk profiles.

INDUSTRY

Financial Institutions

Contact us

Understanding financial institutions risk profiles

In an increasingly litigious, highly regulated and ever changing economic environment, financial institutions have never faced more pressing risks than they do today. In order to tackle these, businesses require insurance protection that is truly tailored to their individual risk profiles.

Lockton’s dedicated Financial Institutions Practice is made up of industry experts, who provide intelligent and alternative coverage solutions to help you protect your balance sheet. Placing advocacy and agility at the core of our approach, our specialists utilise a deep understanding of our clients’ financial activities, articulating these in the best possible light to the global insurance market. We’ll then co-ordinate with insurers to craft a tailored programme that insulates our clients from any potential risk.

As a broker with global capabilities, not only do we understand your specific requirements, we also know how your world is developing. We have the market leverage required to secure substantial, uncompromised and affordable insurance coverage. Plus, our skilled claims technicians will advocate tirelessly for you in the event of an allegation against your business.

Insurance and risk management solutions

We are dedicated to serving the Financial Institutions sector, with extensive experience working with clients in the following sectors;

  • Investment Managers

  • Stockbrokers

  • Financial Advisors

  • Non Bank Lenders

  • Corporate Advisors

  • Carbon Traders

  • Digital Assets

Questions? We'll guide you in the right direction.

Ask us about our products, services or anything else on your mind. Our insurance and risk specialists are here to help.

Contact us

Key Contacts

Placeholder image

Stephen Cooper

General Manager, Property & Casualty, Australia
stephen.cooper@lockton.com
+61 401 322 358

Placeholder image

Phil Clauzel

Client Director
phil.clauzel@lockton.com

Placeholder image

Cameron Owen

Global Real Estate and Construction Associate
cameron.owen@lockton.com
+61 468 727 953

Latest from Lockton

AI is reshaping cybersecurity risk in 2026. Learn how emerging threats, regulation, and insurer responses are changing how businesses protect against cyber attacks.Global cyber threat report: 2026

AI risks: what directors and officers need to know

All new technologies carry risks when introduced on an enterprise level. Artificial intelligence (AI) is no exception, and directors and officers may find themselves in the crosshairs should negative repercussions arise from the use of such tools. 

To be prepared for the potential regulatory scrutiny or claims activity that comes along with the introduction of a new technology, it is imperative that boards carefully consider the introduction of AI, and ensure sufficient risk mitigation measures are in place. All new technologies carry risks when introduced on an enterprise level. Artificial intelligence (AI) is no exception, and directors and officers may find themselves in the crosshairs should negative repercussions arise from the use of such tools. 

To be prepared for the potential regulatory scrutiny or claims activity that comes along with the introduction of a new technology, it is imperative that boards carefully consider the introduction of AI, and ensure sufficient risk mitigation measures are in place.

Lockton Fiscal Year 2026 Revenue Increases to $4.5 Billion

Lockton reports $4.5B in FY2026 revenue with 12% growth and a sixth year of double-digit organic growth, driven by global expansion, AI, and advisory strength.Lockton reports $4.5B in FY2026 revenue with 12% growth and a sixth year of double-digit organic growth, driven by global expansion, AI, and advisory strength.

NSW’s Building (Approvals and Practitioners) Bill 2026: Implications for MMC risk and liability


The new proposed Bill reflects this evolution by formally recognising prefabricated buildings within legislation, and integrating MMC into the approvals system
The new proposed Bill reflects this evolution by formally recognising prefabricated buildings within legislation, and integrating MMC into the approvals system
See all news and insights

With a global footprint of 150+ offices and partner offices, find one near you.

Find an office
global communication network concept