LLOYD’S OF LONDON
We invest directly in individual securities, giving complete transparency and complete control over investment risks. Our investment team actively manages risk and opportunities, offering daily liquidity and genuine diversification.
Partner and Head of Institutional Business
As insurance specialists we know that Lloyd’s syndicates have specialised investment management needs which require expertise and experience from their investment managers. Multiple trust funds in a variety of currencies, combined with multiple sets of regulations can appear to limit investment choices. The capital which backs syndicates is usually kept in separate portfolios, sometimes not directly controlled by the managing agency. This is why we endeavour to keep the volatility of syndicate investment returns low. We also understand that many syndicates have formal limits on annual investment losses.
Our one transparent fee includes advice about risk appetite, strategic asset allocations and the use of the Clearwater investment accounting suite. This provides you with daily access to a full set of investment compliance, as well as regulatory and accounting reports. These are all compliant with US GAAP, UK GAAP and IFRS requirements.
of assets managed for captive insurers globally
minimum investment for this service