Financial Institutions Insurances

Financial Institutions Insurance is a tailored set of coverages designed to address the complex and evolving risks faced by banks, insurance companies, funds, investment firms, and other financial entities. Instead of a single universal policy, protection is structured through a combination of specialist insurances that collectively safeguard against operational, financial, and reputational exposures.

Today’s financial institutions operate in an environment of growing regulation, heightened cyber threats, and increased customer scrutiny. Claims against executives, fraud, cybercrime, and professional liability actions can have serious financial consequences. A well-structured insurance program ensures resilience against these risks and helps institutions maintain trust and business continuity.

• Banks and credit institutions
• Insurance companies and brokers
• Hedge funds, private equity, and venture capital firms
• Asset and wealth managers
• Stockbrokers and exchanges

A comprehensive program may include:

• Directors & Officers (D&O) Insurance – for claims against executives and company
• Professional Indemnity (E&O) Insurance – for alleged errors or omissions
• Comprehensive Crime Insurance – for employee dishonesty or third-party criminal activities (including e-crime)
• Cyber Insurance – for cyber incident related losses and privacy breach litigations and regulatory proceedings
• Investment Management Insurance (IMI) – comprehensive cover for D&O, professional indemnity and optional crime insurance for fund managers.

At Advisio, we understand that no two financial institutions face the same risk profile. We combine deep market expertise with access to trusted local and international insurers to design a protection program that meets your operational and regulatory requirements. From assessing risk exposures to coordinating claims, we act as your independent partner throughout the process.