We work with Captive Insurers across all major domiciles to create individual investment portfolios structured around their specific needs. Portfolios are actively managed to prioritise sufficient claims cash flow and protect the value of the captive’s assets.
What we do
We manage over US$3.6bn of assets* for insurers globally. More than ever, Captive Insurers need objective advice on the right investment allocation for their unique business. Smaller insurers, including Captives, tend to fall below the radar of larger asset managers and consultants who often do not have the focus or resources to provide tailored advice.
With our advice-led investment management approach, we create investment solutions that are in the best interests of our clients.
Our segregated portfolios are designed around the needs of all kinds of Captives, including Cell Captives & Group Captives, giving all Captives the opportunity to benefit from the same investment philosophy and expertise available to commercial insurers.
*as at 31st December 2024
Darren Treasure, Executive Director
"Our ultimate objective is to help Captive Insurers meet their overall business needs not just from an investment perspective but from a holistic balance sheet point of view. What truly sets us apart is the advice we provide and the quality of the ongoing service we offer; all with the intention of making operations of the Captive more efficient."
