What we offer
Investment 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 Investment 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 a strong client retention rate. During a recent client survey, 90% of respondents rated our service as ‘very good’ or ‘excellent’ and 95% agree that we are experts in their business sector.
Why Protean Risk?
- High proportion of Investment Management clients
- Accurate premium and cover benchmarking
- Exclusive Insurance Scheme designed for SME Investment Managers
- Extensive choice of insurers including Lloyd’s
- Fast and responsive policy and claims service
- Extensive client testimonials
Key related services
What our clients say
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
When starting a new business from scratch you meet a lot of new people and can be pleasantly surprised. This has been the case with Protean Risk, who I had not dealt with previously, but were introduced to whilst gaining FCA approval for our investment management firm. They have proved to be efficient and effective in obtaining competitive PI terms for us from the start and during our subsequent rapid growth.
09 December 2019 will be a crucial date. Read more...