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Professional Liability solutions for financial advisors


Management and professional liability

When investments disappoint or regulatory misconduct is suspected, investment advisors and hedge fund managers can be the subject of litigation. Zurich’s asset management insurance solutions provide Professional and Management Liability coverage for a wide range of investment advisors and mutual funds.

Why Zurich?

Faced with increased public scrutiny, executives and managers in the financial industry need to adopt coverage solutions to meet unique risks and exposures. Businesses need to provide adequate insurance protection to the individuals leading their organizations. Zurich emphasizes risk solutions that address a wide range of liability risks.

With 125 years of experience working with financial institutions, Zurich understands the threats to your business. Zurich combines vast experience with predictive analytics to help foresee and mitigate traditional and emerging risks. A highly innovative approach helps Zurich create solutions that anticipate and respond to today’s highly regulated and technologically advanced market.

  • Directors & Officers Liability:
    Vital protection for the leadership teams of financial institutions
  • Side A coverage:
    Executive Asset Protection Side A coverage designed to address the evolving litigation landscape in the global marketplace
  • Asset management:
    Professional and Management Liability coverage for a wide range of investment advisors and mutual funds
  • Financial institution select bond:
    Fidelity insurance that goes beyond traditional policies to include other crime coverage
  • Insurance agents’ Errors & Omissions (E&O):
    Coverage for negligent acts, E&O by an insurance agent
  • Employment Practices Liability:
    For claims by employees against employers, including wrongful termination, failure to promote, negligent evaluation, discrimination and sexual harassment
  • Computer crime coverage:
    Crime coverage for losses directly caused by fraudulent entry or change of electronic data and computer programs
  • Kidnap, ransom and extortion:
    Kidnap, ransom and extortion insurance protection for your most valued employees
  • Lender liability:
    Protection for banks that hold or invest in individual or portfolio loans backed by commercial real estate
  • Fiduciary responsibility select:
    Coverage against alleged wrongful acts in administering your employee benefit plans

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