FINANCIAL MUTUALS

We help clients develop an investment strategy that best meets their needs. We’re not just an asset manager. Think of us as an outsourced CIO.

DAMIAN COCKING

Executive Director

OUR APPROACH

Today mutual and co-operative insurers represent 24% of the world’s insurance market. A commitment to serving its customers’ long-term interests instead of focusing on short-term shareholder profits has underpinned the sector’s solid results and growth.

Entrust your assets to a manager who shares your values. Our focus on long-term capital preservation as well as our expert knowledge of the new risk-based capital requirements and tighter corporate governance standards mean you – and your members – will be in safe hands.

US$1bn

of assets managed for captive insurers globally

US$250,000

minimum investment for this service

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