Financial Institutions


Protecting the Balance Sheet

Economic conditions, market volatility, regulatory scrutiny and corporate governance: when you are being pulled in all directions, we help you protect your interests. Effective insurance and risk management is not about the product – it’s about what it lets you do. We are here to help you with the bigger commercial picture. We strive to know you and your stakeholders, which provides us with an insight into your exposures and what drives your decision-making. Our industry has seen many new and challenging regulations over the last few years and this trend will only continue. Our team constantly considers these challenges to our clients and we will always provide innovative changes to our coverage offerings to ensure the most up to date and appropriate policy(s) of insurance are provided to our Financial Institution clients.

For us a successful outcome is as much about the important of good advice, thoughtfully given, as any product or service. Many conversations end with us recommending that you retain or move a risk rather than insure it; however, where we know that insurance can truly enhance or protect your balance sheet and create value for your business, we execute that solution.

Our Products and Services

  • Professional Indemnity / Errors & Omissions
  • Directors & Officers (D&O)
  • Crime (BBB) including loss of digital (crypto) assets
  • Cyber Insurance
  • Employment Practices Liability (EPL)
  • Financial Specie
  • Transactional Risks
  • Pension Trustee Liability
  • Mortgage Impairment



We're more than your insurance broker - we're a source of specialist knowledge and advice

Our 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.

Key contacts

Rob Russell

Uncommonly Independent

We're more than an insurance broker
- we're independent specialist risk consultants

  • Find the right fit
    We will always ensure to understand your financial goals and position and use our know-how to create a strategy that fits your objectives.
  • Predict impacts on your business
    We combine detailed modelling and financial analytics to show you the effect of an insurance programme on your business and the risks you face.
  • Fight for you
    We are not afraid to challenge insurers to achieve the best result for you.
  • Stay up to date
    We keep up with developments in your industry, to make sure we understand your business.
  • Keep costs low
    We help risk financing come up with lowest cost or most suitable programme.
  • Global Expertise
    Lockton, Inc. is the world's largest privately held insurance brokerage firm.