Insurance for Financial Institutions

Insurance for Financial Institutions

Helping ensure your success.

    From balance sheet and personal asset protection to data security and evolving regulation, today’s financial institution risks are increasingly challenging to navigate, making bespoke and robust insurance coverage more critical than ever.

    This is where Lockton’s expert insurance team for financial institutions comes in. As your trusted partner, we design tailored insurance programs to address the current and emerging risks your organization faces, so you’re armed with protection as dynamic as your business.

    We believe the most successful financial institutions and their leadership teams are those that operate with the confidence to make bold business decisions. With our expert team planning for every risk and eventuality, you have the freedom to focus on what matters most – steering your organization towards success.

    New York Stock Exchange, Wall street, Manhattan, New York, USA

    The Lockton difference

    For nearly 60 years, our independence has ensured that we don’t answer to shareholder demands or private equity investors, unlike our competitors. Every Lockton Associate has a single-minded focus: you, our client. This approach gives our partnership with you the best chance at success and serves as the critical element to maintaining a client retention rate of 97%.

    Free from rigid corporate structures, we have a unique culture that nurtures an environment where ideas and creative problem-solving are pivotal to continually improving your business resilience.

    With Lockton, you will benefit from the reach and experience of a global organization, and a team that is composed of passionate insurance professionals who are deeply rooted in the financial institutions industry.

    Thanks to our reputation as one of the leading insurance brokers within the financial services sector, we maintain a significant position with all major insurance carriers in each key global insurance hub: U.S., Bermuda, and London. This ensures our team constructs an insurance program that will continue to address the key risk trends found in your industry, while having a high degree of negotiating leverage with the insurance markets.

    We take immense pride in our unwavering commitment to put you and the protection of your financial institution first, and that starts with our people. This goes beyond simply assembling a workforce - it’s a people strategy based on attracting, investing in, and developing the best experts in the insurance industry so they feel empowered to deliver the best possible insurance solutions for your financial institution. This strategy enables us to maintain industry-leading Associate retention rates and talent investment.

    Insurance coverages we place for financial institutions

    • Professional Indemnity/Errors & Omissions (E&O)

    • Directors, Officers, and General Partners Liability (D&O)

    • Financial Institutions Bonds (incl. FINRA, ERISA, and Investment Company Bonds)

    • Network Security, Technology E&O and Privacy Liability (Cyber)

    • Employment Practices Liability (EPL)

    • Fund Management & Professional Liability

    • Financial Specie (protecting high value, portable items such as precious metals, gems, securities, cash, and more.)

    • Employee Benefits

    • Transactional Risk (incl. Reps & Warranty insurance, Tax Opinion Liability)

    • Pension Trust/Fiduciary Liability

    • Digital Asset Protection

    • Special Risk (Kidnap & Ransom)

    • Property and Casualty

    • Active Assailant/Terrorism

    • Mortgage Impairment

    • Alternative Risk Financing Solutions (incl. Captives, Cat Bonds, Parametric Insurance)

    • Real Estate Owned Property (REO)

    • Mortgage Warehouse Fraud

    • Credit Insurance

    • Lender-placed Insurance

    • Master Trust Property & Liability

    • Collateral Protection/Vendor Single Interest

    • Deposit Insurance

    • Intellectual Property (IP)

    Banking & Capital Markets

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Commercial, Retail & Community Banks

    Mortgage Brokers/Bankers

    Credit Card Issuers

    Non-Bank Lenders

    Credit Unions

    Investment Banks

    Boutique Advisory Firms

    Industrial Banks

    Security Broker Dealers

    Prime Brokers

    Loan Servicers

    Debt Collectors

    Custodians

    Government Sponsored Enterprises (GSEs)

    Asset Management

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

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    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

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    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

    Registered Investment Advisors

    Mutual Funds

    Hedge Funds

    Private Equity

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    Business Development Companies (BDCs)

    Venture Capital

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    Fund Administrators

    Liquidating Trusts

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    Hedge Funds

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    Liquidating Trusts

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    Fund Administrators

    Liquidating Trusts

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    Fund Administrators

    Liquidating Trusts

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    Fund Administrators

    Liquidating Trusts

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    Private Equity

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    Liquidating Trusts

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    Fund Administrators

    Liquidating Trusts

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    Hedge Funds

    Private Equity

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    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

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    Asset Management Firms

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    Private Equity

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    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

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    Asset Management Firms

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    Mutual Funds

    Hedge Funds

    Private Equity

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    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

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    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

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    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

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    Mutual Funds

    Hedge Funds

    Private Equity

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    Fund Administrators

    Liquidating Trusts

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    Fund Administrators

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    Hedge Funds

    Private Equity

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    Venture Capital

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    Fund Administrators

    Liquidating Trusts

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    Mutual Funds

    Hedge Funds

    Private Equity

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    Liquidating Trusts

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    Mutual Funds

    Hedge Funds

    Private Equity

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    Business Development Companies (BDCs)

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    Fund Administrators

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    Hedge Funds

    Private Equity

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    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

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    Private Equity

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    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

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    Mutual Funds

    Hedge Funds

    Private Equity

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    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

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    Liquidating Trusts

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    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

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    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

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    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

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    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

    Liquidating Trusts

    Special Purpose Acquisition Companies (SPACS)

    Asset Management Firms

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    Mutual Funds

    Hedge Funds

    Private Equity

    Private Credit

    Infrastructure Funds

    Business Development Companies (BDCs)

    Venture Capital

    Real Estate/REITS

    Fund Administrators

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    Insurance Agents & Brokers

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    Reinsurance

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    Reinsurance

    Insurance Agents & Brokers

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    P&C insurers

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    Reinsurance

    Insurance Agents & Brokers

    TPAs

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    Life and Health insurers

    Reinsurance

    Insurance Agents & Brokers

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    Reinsurance

    Insurance Agents & Brokers

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    Reinsurance

    Insurance Agents & Brokers

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    Reinsurance

    Insurance Agents & Brokers

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    Reinsurance

    Insurance Agents & Brokers

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    Insurance Agents & Brokers

    TPAs

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    P&C insurers

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    Reinsurance

    Insurance Agents & Brokers

    TPAs

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    P&C insurers

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    Reinsurance

    Insurance Agents & Brokers

    TPAs

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    P&C insurers

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    Reinsurance

    Insurance Agents & Brokers

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    Reinsurance

    Insurance Agents & Brokers

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    Reinsurance

    Insurance Agents & Brokers

    TPAs

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    Reinsurance

    Insurance Agents & Brokers

    TPAs

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    Reinsurance

    Insurance Agents & Brokers

    TPAs

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    P&C insurers

    Life and Health insurers

    Reinsurance

    Insurance Agents & Brokers

    TPAs

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    Life and Health insurers

    Reinsurance

    Insurance Agents & Brokers

    TPAs

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    P&C insurers

    Life and Health insurers

    Reinsurance

    Insurance Agents & Brokers

    TPAs

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    P&C insurers

    Life and Health insurers

    Reinsurance

    Insurance Agents & Brokers

    TPAs

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    P&C insurers

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    Reinsurance

    Insurance Agents & Brokers

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    P&C insurers

    Life and Health insurers

    Reinsurance

    Insurance Agents & Brokers

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    BaaS providers

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    BaaS providers

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    BaaS providers

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    BaaS providers

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    BaaS providers

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    BaaS providers

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    Blockchain and Cryptocurrency

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    Insurtech

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    Equity Financing

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    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

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    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

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    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

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    Insurtech

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    Robo-Advisors

    Equity Financing

    Consumer Banking

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    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

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    Insurtech

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    Robo-Advisors

    Equity Financing

    Consumer Banking

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    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

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    Insurtech

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    Robo-Advisors

    Equity Financing

    Consumer Banking

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    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

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    Insurtech

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    BaaS providers

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    Insurtech

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    BaaS providers

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    BaaS providers

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    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Lending

    Payments

    Insurtech

    Personal Finance

    Robo-Advisors

    Equity Financing

    Consumer Banking

    Money Transfers

    BaaS providers

    RegTech

    Blockchain and Cryptocurrency

    Financial Market Utility

    Holistic risk management solutions for you

    01
    Data-driven risk assessment

    We evaluate your unique risk profile and identify areas where insurance coverage is needed or can be improved. Our analytical framework uses proprietary tools to drive risk identification and quantification to assist risk management decisions.

    02
    Policy analysis & recommendations

    We analyze insurance policies on your behalf, and against those of your peers, ensuring that the terms, conditions, and coverage limits meet your specific needs. We provide recommendations and help you make informed decisions about insurance coverage.

    03
    Claims management

    We have dedicated claims attorneys with specific financial institutions expertise to help maximize your insurance recoveries. We work directly with you and outside counsel to drive the best outcome, providing guidance and advocacy every step of the way.

    04
    Risk mitigation strategies

    We develop risk mitigation strategies beyond insurance coverage. We provide you advice on risk management practices, loss control measures, and other proactive steps to reduce your total risk exposure.

    05
    Market insights

    We stay updated on industry and regulatory trends, emerging risks, and changes in insurance markets. We provide you with valuable market insights, helping your firm stay informed so you can adapt your risk management strategies accordingly.

    06
    Insurance program review

    We periodically review your firm’s insurance program to ensure that coverage remains adequate and aligned with evolving risks. We identify any gaps or deficiencies and recommend adjustments or enhancements as needed.

    Insurance for financial institutions – FAQs

    When it comes to your financial institution’s insurance program, we tailor your coverage to ensure it addresses your organization’s unique risk profile and best suits your objectives. There is no “one size fits all” approach when it comes to insurance for financial institutions. We partner with a diverse range of organizations from the financial institutions industry to acutely understand the current and emerging risks they face and will devise a program that specifically manages these exposures. Coverages to consider might include:

    • Directors, officers, and general partners liability

    • Errors and omissions

    • Crime

    • Cyber

    • Property & Casualty

    • Financial institutions bonds

    • Employment practices liability

    • Transactional risk

    • Employee Benefits

    Specialized insurance for financial institutions is very important to have given the unique and complex risk profile organizations in the space face Whether your financial institution is a bank, asset manager, insurance company, investment fund, security broker-dealer, or financial advisor – you need a variety of specialist insurance solutions to protect your assets and people. Based on your firm’s risk tolerance the decision to transfer or retain such risk varies, and the need for specialized insurance may be driven by regulation, customer, board member, and vendor demands.

    A comprehensive financial institution insurance program will often combine several lines of coverage.

    Although the likelihood and impact of individual risks can vary from financial institution to financial institution, there are ten significant risk categories that broadly apply to most financial services firms :

    1. Cybersecurity threats

    2. Regulatory compliance

    3. Disruptive technologies

    4. Data privacy and protection

    5. Economic volatility (market, liquidity, and credit risk)

    6. Operational Risk (fraud, system failures, human error)

    7. ESG and climate risks

    8. Geopolitical risks

    9. Business interruption

    10. Human capital, diversity, and talent management risks

    Among other things, D&O insurance is crafted to safeguard individuals from personal losses arising from legal actions filed against them in connection with their roles as a directors or officers, while also providing balance sheet protection for the entity.

    For financial institutions, a D&O policy can extend coverage to pivotal areas that are of particular concern for boardrooms. In the financial industry, where fiduciary responsibilities are significant, executives may face lawsuits from shareholders, regulatory bodies, or other stakeholders. D&O insurance helps attract and retain top talent by offering a layer of protection, encouraging qualified individuals to take leadership roles without fear of personal liability. It also helps maintain the stability and continuity of financial institutions by providing a financial safety net for key decision-makers.

    A strategic risk consulting approach creates strong alignment between your business priorities and your risk management strategies. It ensures you are leveraging the financial institution risk expertise of your insurance broker by getting them to proactively identify opportunities for risk mitigation and address gaps that could increase exposure to your organization.

    At Lockton, we work as an extension of your own financial institution by helping develop risk mitigation strategies beyond insurance coverage. This includes risk management practices, loss control measures, and analytics to help ensure risks are controlled before they materialize.

    Let’s talk insurance for your financial institution

    Get peace of mind for your financial institution - connect with our specialist healthcare insurance team and we’ll be in touch as soon as we can.