Partner, Head of Private Clients
Our clients come from a variety of backgrounds, with interests and passions that reflect their different circumstances, personalities and requirements. Whilst each client is unique, they share a common need to protect and preserve their wealth.
Lockton Private Clients delivers an end-to-end service that is highly personal, flexible and strategic in approach. We make it our job to understand your unique interests and preferences and to find smarter, bespoke ways to manage the insurance risks arising from owning a portfolio of fixed and mobile assets.
We don't think in terms of insurance products. We provide a service and take a more intelligent approach to understanding and mitigating risks, from the mundane to the obscure.
Our service centres around client passions. Within our experienced team we have specialists with personal interest in the key areas our clients need our professional insurance advice and risk management guidance on.
We deliver comprehensive and strategically tailored insurance solutions to help you manage the complexity of risks that ownership of the assets can bring.
We were contacted by a wealthy individual whose requirements had quickly and consequently increased in complexity and his portfolio was in greater need for management. His previous broker struggled on anything more complex than a few houses and cars and his portfolio of assets became increasingly disjointed.
Lockton Private Clients used their expertise to conduct an in-depth audit of his assets, liabilities and values. This delivered an end-to end managed service with comprehensive cover, all in one place, and importantly provided peace of mind. As his assets get ever more dissipated, he has comfort we will adapt the programme with him in line.