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Investment Management Insurance for Financial Institutions

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Investment cover for the financial sector

Investment management insurance protects funds and fund managers against expensive liabilities

Investment firms can face costly risks, but Chubb’s investment management insurance for financial institutions protects you against many liabilities. Cover includes directors and officers liability, professional indemnity, civil fines and penalties and direct financial crimes. Our venture capital liability policy also covers legal liability for venture capital firm executives.


Who it’s for

Chubb Elite investment management insurance protects:

  • Investment funds – including mutual, exchange traded, closed-end, property and hedge funds
  • Investment fund managers
  • Investment advisers and consultants
  • Directors and officers of investment management companies, including those who have retired
  • Senior executives at investment funds
  • Outside directorships

What it covers

Our investment management insurance offers:

  • Tax liability cover for the insured, in the event of personal liability following a company insolvency
  • Preservation of limit of liability for alternative investment funds
  • Cover for civil fines and penalties 
  • Protection against theft
  • Cover for investment management company executives for claims relating to wrongful acts in their running of the business
  • Protection for investment fund directors against claims arising from management of the fund


Chubb venture capital liability gives cover for:

  • The legal liability of directors and officers to their company and to shareholders including directors seated on the boards of portfolio companies.
  • A venture capital company’s legal liability to its employees, investors and customers in undertaking venture capital activities
Why Chubb?
Why Chubb?

We’re experts in investment management insurance – and we care about your business

Whether your business is big or small, takes you around the world or just around town, Chubb is there for you. Our breadth of experience in investment management insurance and venture capital liability insurance means we can provide the guidance and service you need, whenever you need it, wherever you may be.

Partnership that’s personal
We work to understand your business and where you’re heading so we can be proactive about meeting your needs. We invest in getting to know you, your team and your customers. The goal: to help you see ahead, be ahead and stay ahead. 


Creative problem-solving
Insurance isn’t one-size-fits-all – and neither is our approach. Our playbook is always evolving because we’re always helping clients avoid risk in smarter ways. That means we bring the latest thinking and a fresh perspective to solving your challenges.


Unmatched expertise and financial strength
We’ve served clients and partnered with leading organisations for more than 200 years. Our longevity, expertise and financial strength are the bedrock of our business. 



Financial institutions insurance provides coverage to asset management firms, banks and lending institutions, and insurance companies. Chubb offers financial institutions a broad range of customised, reliable protection.

Being in a highly regulated industry requires an investment in risk management and compliance. When banks and other financial institutions choose Chubb as their insurance partner, they benefit in many ways. We offer liability and first party insurance for asset managers, banks and lending institutions; there are checks and balances for employee fraud, so avoiding reputational damage, regulatory scrutiny and loss of business.

Have a question?
Have a question?

Talk to one of our experts


Michael Fan
Senior Underwriter - Financial Institutions

Martin Borgquist
Senior Underwriter – Financial Institutions

William Wogan
Underwriter - Financial Institutions

Emma Champion
Assistant Underwriter – Financial Institutions

Nadia Bagijn
Head of Financial Institutions - CGM