Financial Institutions


Protecting your corporate balance sheet

We provide innovative and competitive insurance programmes to help you protect your corporate balance sheet and reassure your board members. Our business is split between retail, wholesale and facultative reinsurance, and we operate everywhere you do, working with financial  organisations of all types and sizes.

With the global financial community constantly facing regulatory and operational risks, we can help you protect the personal assets of your company and senior employees, staying ahead of changing regulation across multiple markets. This leaves you to deploy capital where it’s needed to help your business grow. As well as helping reducing your liabilities when you enter into processes like corporate mergers or acquisitions, we defend your business and your assets against crime, allowing you to protect margins for your shareholders. You can be sure your company – and your wealth – is in safe hands.

Our services

Our services include:

  • Directors’ and officers’ liability
  • Professional liability/indemnity (E&O)
  • Financial institutions crime
  • Pension trustees liability
  • Mortgage bankers and brokers products
  • Financial specie products




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.

Europe contacts

Elizabeth Grima

Case study

Large financial institution in need of a solution

We were contacted by a large financial institution with a unique coverage request regarding protecting their liability to moneys that their own clients had invested with them.

The client had advised that a number of other brokers had considered and declined the project as no market for this risk existed.

Instead, we took on the challenge and investigated existing insurer appetite for this type of risk. While initially minimal, this required us to create a completely new product and wording, which we did successfully and which subsequently allowed us to market the new product to insurers, gaining their support.



Can we do this for you?

Broking done differently

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.