SVP, Head of Financial Institutions
Financial Institutions
Our US Financial Institutions team delivers specialist liability solutions for banks and asset managers, combining deep expertise with a consistent, disciplined approach.
Our Financial Institutions team provides a wide range of specialized insurance solutions for traditional financial institutions and alternative asset managers.
Our experienced and dedicated underwriting team has the expertise to provide clients with a level of service and understanding that is unrivaled in the industry.
With our one One Sompo approach, we bring the full strength of Sompo to the table — not just products, but total risk solutions. Clients benefit from a unified experience that addresses all their exposures in one
place, with one team, and one vision.
Coverage features
Target classes
Our US Financial Lines team generally considers clients of all sizes, both public and private, with a focus on alternative asset managers, such as investment advisors, hedge funds, private equity funds, real estate funds, BDCs, and REITS. We also seek traditional risks such as mutual funds, banks and insurance companies.
Capacity
- US $25m
Target attachment
- Primary or Excess attachments offered
Policy forms*
We offer the following:
- Excess Follow Form
- Lead Side-A “DIC” Policy
- Alternative Investment Professionals Policy
- Public/Private Company Directors & Officers Liability
*Manuscript policies considered
- Employment Practices Liability
- Fidelity
- Private Equity/Venture Capital Policy
- Investment Advisor/Mutual Fund Policy
Experts
Get to know our Financial Institutions underwriting specialists
Resource
Capital Assurance Policy for Financial Institutions
Financial institutions policy combining D&O and E&O cover with clear terms and flexible protection for investment managers and funds.
Download
147.34 KB
PDF
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Get in touch
Need detailed claims history?
Use the form to request loss run information for your policy or client. Please provide as much detail as possible to help us locate the correct records and process your request efficiently. Once submitted, our team will review your request and respond as soon as possible.