Financial Institutions face unique risk exposures as they navigate the complex regulatory environment.

Berkley Professional Liability has a team of experienced underwriters who understand these risks and are dedicated to providing superior service.

Various coverages are offered, including Directors & Officers Liability, Errors & Omissions Liability, Fiduciary Liability and Employment Practices Liability, for a wide range of financial institution professionals, including banks, insurance companies, REITs, investment advisers, mutual funds, hedge funds, private equity and venture capital firms, and other non-bank financial firms.

Target Clients


  • over $2B in assets
  • focus on regionals/super regionals

Insurance Companies

  • P&C companies
  • Life companies
  • Insurance Brokers


  • publicly traded, private, public non-traded and real estate funds
  • equity REITs
  • mortgage REITs

Investment Advisers/Mutual Funds

  • SEC-registered investment advisers

Hedge Funds

  • target funds with $1B+ in assets under management

Private Equity

  • target funds with $1B+ in committed capital

Non-Bank Financial/Other

  • Exchanges
  • Asset backed lending
  • Capital Markets
  • Business Development Companies
  • Consumer Finance
  • Specialized Finance

Product Highlight

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