Financial institutions

Table of contents

Risk management solutions for financial institutions

At Zurich, we have the expertise and experience to help protect financial institutions in an increasingly complex regulatory environment.

Our broad proposition comprises a wide range of insurance and risk management solutions.

Our appetite and proposition

We provide insurance solutions for businesses and sectors including:

  • Banks
  • Insurance / re-insurance
  • Asset and investment management or private equity
  • Clearing house and services
  • Corporate financial adviser
  • Corporate financial services provider
  • Factoring / discounting firms
  • Finance company / non-bank lender
  • Stock exchange / trading platform
  • Trust company / trustee activity

The risk management solutions we offer cover the following primary insurance classes:

  • Director’s and Officer’s Liability Insurance (FI D&O)
  • Professional Liability Insurance (BPL, ICPL, FIPL)
  • Comprehensive Crime Insurance (BBB, FIB, ECC, FI Fraud)
  • Asset and Investment management
  • Insurance (AIMI) combining above FI covers
  • Public Offering of Securities Insurance (POSI)
  • Employment Practices Liability Insurance (FI EPL)
  • Pension Trust/Fiduciary Liability Insurance (PTL, Fiduciary)
  • Private Equity General Partners Liability (GPL) combining above FI covers
  • Multi-line and Multi-year Financial Institutions Insurance (operational risk)
  • Blended FI policies combining the above standard FL products (Blended FI)

Get a quote

For regionally-traded businesses

Our experienced underwriters are fully empowered to write a broad range of risks. To discuss your clients' needs, get in touch with:

Antony Statham

Head of Mid-Market Financial Lines

For Zurich Commercial Insurance

For London Market-traded businesses, please speak to your usual contact or our financial underwriting team. You can contact:

Ritchie Last

Senior Underwriter

Poppy Evans

Senior Underwriter

Kevin Anang

Senior Underwriter

Jennie Dressler

Senior Underwriter

Zurich Multinational

We work with Zurich Multinational and its global network to offer insurance solutions for financial institutions in 200 territories. Our cross-territory programmes are designed to avoid language, cultural and business barriers, leaving customers in control of their overseas coverage.

Zurich Multinational

More product information

Make a claim

Our dedicated, UK-based claims experts are on hand from initial contact to final resolution.

To make a claim, email:

For all corporate/London market (LIRMA) accounts, please notify us via a CLASS/ECF as per the policy terms and conditions, instead of using the above email address. 

Financial lines claims

Working with Zurich

Club Blue

We're committed to forging strong partnerships with our regional brokers. Zurich Club Blue members benefit from a range of support focused on three core pillars: ease of trading, professional development, and future-proofing.

Delegated authority

If you’ve got a scheme opportunity, find out about the support we can offer as a delegated authority partner and how to register your interest. 

Resilience risk review for your business

Our business resilience risk review is designed to help identify, assess and manage risks that could impact the continuity and resilience of your business operations as a broker.