Harnessing decades of market experience, Lockton’s financial institutions speciality team provide innovative and competitive insurance programmes to help protect corporate balance sheets and provide the reassurance required by board members.

Financial Institutions

Protection for corporate balance sheets

    Harnessing decades of market experience, Lockton’s financial institutions speciality team provide innovative and competitive insurance programmes to help protect corporate balance sheets and provide the reassurance required by board members.

    As an insurance broker with global capabilities, we operate everywhere our clients do – providing local expertise for financial organisations of all types and sizes. Our speciality operation specialises in non-UK domiciled businesses across a wide range of territories including USA, Australia, Canada, Europe and LATAM.

    Financial institutions constantly face an array of regulatory and operational risks, but we can help protect the personal assets of the company and its senior employees by staying ahead of changing regulation across multiple markets. This leaves our financial institution clients to focus on growth – deploying capital where it’s needed.

    In addition to helping to reduce the liabilities when entering processes like corporate mergers or acquisitions, we also defend businesses and their assets against crime. Our comprehensive understanding of financial institution risk ensures we can build a holistic insurance programme that creates opportunity from uncertainty and responds to the most complex of client challenges.

    What we bring to your business

    Our services

    • Directors’ and officers’ liability

    • Professional liability/indemnity (E&O)

    • Financial institutions crime

    • Mortgage bankers and brokers products

    • Mortgage Impairment

    • Financial specie products

    Our products

    • Bespoke insurance solutions for Asset Management firms and Investment Managers including; D&O, E&O, Crime, Fiduciary and EPL wordings, Mortgage Bankers/Brokers facility with 100% Lloyd’s capacity

    • Mortgage Impairment facility with up to $50m in capacity incl. CA EQ coverage

    • Bespoke wordings for a wide range of financial institutions including Asset Managers, Banks, Hedge Funds, Private Equity, Non-Bank Lenders, Broker/Dealers, Insurance Companies and more

    Meet our Financial Institutions team

    Our team draws on decades of financial services experience. They combine their expertise with innovative tailor-made solutions and place complex programmes for global financial services companies, big and small.

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    Sam Godby

    Senior Vice President
    sam.godby@lockton.com
    +44 207 933 2883

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    Liam Hegarty

    Vice President
    Liam.Hegarty@lockton.com
    +44 207 933 2748

    We're here to help

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

    Talk to our team