The Lockton Advisory team has multi-decade experience in advising (re)insurance industry participants and insurance-dependent corporates with critical strategic advice and capital optimisation. Services include; capital optimisation and fungibility, capital raising, bespoke risk transfer products, M&A advisory, start-up advisory, portfolio optimisation and legacy liability solutions.

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Helping clients define, create, extract and realise value

    The Lockton Advisory team has multi-decade experience in advising (re)insurance industry participants and insurance-dependent corporates with critical strategic advice and capital optimisation. Services include: capital optimisation & fungibility, capital raising, bespoke risk transfer products, M&A advisory, start-up advisory, portfolio optimisation and legacy liability solutions.

    Expertise

    The team is market-leading on all aspects of capital raising and advisory services across a broad spectrum of clients, including:

    • (Re)insurance companies

    • Corporate clients

    • Mutual insurance companies

    • Government agencies / entities

    • Hedge funds

    • Start-ups

    • Insurtechs

    Key Contacts

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    John Philipsz

    Chief Executive Officer, Lockton Advisory
    john.philipsz@lockton.com
    +61 476 265 752

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    Russell Hails

    Partner
    russell.hails@lockton.com
    +61 472 501 065

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    Max Garratt

    Partner
    max.garratt@lockton.com
    +61 467 838 166

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    Adrian Chappel

    Manager
    adrian.chappel@lockton.com
    +61 448 060 194

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    We bring creative thinking and an entrepreneurial spirit to the insurance business and are uniquely positioned to help you succeed.

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