What we offer

Fund Managers, although many and varied in type, face very similar risks from an insurance perspective. A specialist broker can help you accurately target the most competitive insurance providers and then benchmark the responses to maximise your coverage.  

With a focus on the Fund Management sector, Protean Risk combines an extensive choice of insurers with specialist knowledge to offer some of the best terms available in the market. We take the time to engage with you and develop a clear understanding of your individual needs. This enables us to advise which insurers, policy wordings and options are most suited to your firm and risk appetite.

Underpinning our values as a company is an overarching focus on customer service and satisfaction, borne out by extensive client testimonials and client retention rate. During a recent client survey over 90% of respondents rated our service as ‘good’ or ‘excellent’ and recommended us as ‘experts in their business sector’.

 

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Why you should try us

  • High proportion of Fund Management clients
  • Accurate premium and cover benchmarking
  • Exclusive Fund Managers Insurance Scheme
  • Extensive choice of insurers including Lloyd’s 
  • Fast and responsive policy and claims service
  • Extensive client testimonials

Key related Services

What our clients say

After speaking to a number of potential providers, we chose Protean to arrange our PI cover because we were impressed by their understanding of the unique characteristics of the specific niche market that we operate in and their ability to source bespoke cover at a competitive cost. I have no hesitation in recommending their services.

We have used Protean as broker for our PI insurance since we set up our business. They have always been responsive and are both experienced and knowledgeable about the requirements of Financial Services firms and the risks we face

Protean Risk has arranged the professional insurances for Ledbury Partners since we started the business. Throughout this time they have demonstrated an in-depth knowledge of the AIFM sector and our insurance requirements as a hedge fund manager. They continue to perform at a high level and we would definitely recommend them. 

I was referred to Nathan Sewell by a mutual friend and he worked tirelessly, under severe time pressure given our position, to secure PI coverage for my firm after a competitor firm had let us down badly during the renewal process. Nathan’s approach was refreshingly different to other PI brokers we have worked with in the last 15 years in that he clearly took pride in placing our cover on the best terms and as similar sized firm to ours, there was clearly a much stronger alignment of interest. We felt our business was valued. I would commend Nathan and Protean Risk to any other private wealth management business.

Find out why clients choose us

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