As your AUM grows and strategies evolve, so do fiduciary, regulatory, and operational exposures that can threaten investor confidence.
Purpose-Built Coverage
Programs designed for your unique fiduciary, regulatory, and investor risks.
One Program, Complete Protection
Streamlined protection that aligns adviser entities, funds, and leadership.
Requirement-Ready Protection
Coverage built to meet LP agreements and regulatory scrutiny.
Confidence That Scales
Insurance that evolves with AUM growth, new strategies, and expanding regulatory complexity.
Get comprehensive coverage that protects your firm and the people behind the decisions.
Your ambitions deserve the [right protection]
Your ambitions deserve the [right protection]





Investment Management Liability insurance, a blend of Directors & Officers insurance and Errors & Omissions insurance covering fiduciary and investment decisions, is core, alongside Cyber insurance, Crime insurance, and fund-entity coverage. Employment Practices Liability insurance is typically added as headcount grows.
Investment Management Liability insurance is a claims-made policy, so a claim reported after the policy ends is generally not covered unless an extended reporting period, or tail coverage, is in place. This should be arranged ahead of a dissolution or acquisition, since claims against fund decisions can surface years later.
Yes. Wire fraud and social engineering losses do not require holding client assets directly to be a real exposure, since finance and operations teams are common targets regardless of custody structure.
Vouch structures programs for fiduciary, regulatory, and investor risk as a firm scales, and simplifies renewal for multi-entity, multi-jurisdiction operations by consolidating coverage under one broker.