Chubb Investment Management Insurance (IMI)

A specialised insurance solution tailored to meet the needs of investment managers under a single policy.

Chubb IMI offers comprehensive protection under an integrated policy that addresses the core risks facing the industry today.

The solution provides Directors & Officers (D&O) coverage to protect leaders and the firm against financial loss or claims of mismanagement, Professional Indemnity (PI) to cover claims arising from the provision or non-provision of professional services, and Crime protection to safeguard against fraud and external criminal threats.

 

Switzerland is one of Europe's leading financial centres, home to a significant concentration of fund and asset managers, private equity firms and investment companies. As the sector continues to grow and evolve, Chubb IMI is structured to offer a consistent yet flexible policy structure for these businesses, through features such as automatic inclusion for new funds and subsidiaries, and automatic run-off coverage on the sale or dissolution of funds.

Core Coverage

  • Directors & Officers (D&O)

    Personal liability for Directors, Officers and Employees
    Side A & Side B (non-indemnifiable loss) protection
    Insolvency and regulatory investigation cover.
  • Professional Indemnity (PI)

    Liability arising from investment management services and advice
    Errors and omissions resulting from professional duties.
    AIFMD-compliant regulatory liability limits.
  • Crime

    Insured’s loss caused by internal as well as external actors.
    Computer crime and electronic fraud protection.
    Social engineering and identity fraud expenses coverage.

"We are pleased to make Chubb IMI available in Switzerland. Our local underwriting team works closely with brokers to find tailored solutions. Based on initial key data points, we are able to provide a non-binding risk indication at an early stage."

Jan Mori, Financial Lines Manager, Chubb Switzerland

Target Audience

  • Fund managers (Equity, Bond, Multi-asset, Infrastructure, Real Estate, REITs)
  • Private Equity and Venture Capital management companies
  • Investment companies with active fund management operations
  • Financial Institutions with IMI risk profiles (e.g. Wealth Managers managing funds)

Local Expertise and Availability

Chubb IMI will be available in English for the Swiss market from September 2026. Chubb's Swiss Financial Institutions Underwriting Team is available to speak with brokers and clients.

In Switzerland, Chubb operates as an independent Swiss joint-stock company with a dedicated local claims team and a specialised team for multinational programmes. Through this local presence and our extensive global network, we are able to serve clients in Liechtenstein directly, in addition to complex international programmes. 

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