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40+
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Specialists focused on insurance risks and regulations
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United States, Intermediary
Change
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45+
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Years building trust and track records with insurers
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70
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% of our clients partner with us on multiple strategies
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All figures are for the Wellington Management Group of companies as at 30 June 2024.
Yesterday’s ideas won’t cut it in today’s world
Today’s unprecedented challenges require unconventional solutions. Be prepared to think outside the box. Have a game plan, but stay flexible. Above all, take an opportunistic approach.
As always, we’re here to help you succeed. A trusted partner in good times and tough times.
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Find out how we can help insurers grow surplus and reserve assets, particularly during times of volatility.
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Rich Coffman
- Region covered: US
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Sarah Marschok
- Region covered: US
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Andrew Paone
, CFA
- Region covered: US
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Jon Wagenseller
, CFA
- Region covered: Bermuda
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James Bradbury
- Region covered: EMEA
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Masaki Okuno
- Region covered: Japan
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Ai Lin Lee
, CFA
- Region covered: Southeast Asia
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Aster Kwok
- Region covered: Hong Kong and Taiwan
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Sally Zhao
, CFA
- Region covered: China
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Brian Kim
- Region covered: Korea
The business and investment environment for the insurance industry becomes more and more complex each year. We understand insurers’ challenges, and have the resources — specialized investment managers along with client-service professionals well-versed in global regulatory requirements and asset/liability and capital-management goals — to offer effective solutions.
Each of our relationship managers has many years of experience engaging these clients broadly on enterprise risk management, and more specifically on investment risks.
I love working with insurance clients to come up with portfolio strategies designed around their unique investment goals — whether that’s maximising yield in today’s low-rate environment, capital preservation, or asset/liability matching.
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