Insurance Policy
Investment Risk Policy
Comprehensive protection for domestic and international portfolios.
Overview
Comprehensive protection solutions for investors and businesses managing domestic and international investment portfolios across equities, alternatives, and structured products.
Coverage highlights
Capital impairment events
Counterparty default
Custodian failure
Mark-to-market drawdown floors
Cross-border investment restrictions
Key benefits
- Bespoke portfolio structuring
- Independent valuation oversight
- Annual or event-based settlement
- Coverage from £250K to £50M
- Family office and institutional tiers
Eligibility
- Family offices and HNW individuals
- Institutional asset owners
- Corporate treasuries
- Private equity and VC funds