Leader
We craft strategic, tailored portfolio solutions that drive resilience and growth.
We build strategic, tailored portfolios that help MGAs, Coverholders, and stakeholders thrive in a fast-evolving market. We don’t just manage portfolios — we craft them with precision and purpose, combining robust infrastructure and innovative thinking to drive long-term success.
Our model goes beyond broking. We deliver scalable solutions designed for resilience and growth, supported by Long-Term Agreements and Continuous Contracts that foster lasting confidence between clients and markets.
Specialty Lines
Portfolio Solutions
Technology and data
...And More
Ready to build smarter portfolios? Let’s talk.
Our Solutions
Sectors
• Banks, Building Societies
• Stockbrokers, wealth managers and advisors
• Investment funds and managers
• Insurance companies
• Trusts, administrators and advisors
• Stock Exchanges and Central Securities depositaries
• FinTech Companies
Additional CPM Insurance Products
• Professional Indemnity
• Employment Practices Liability
• Errors and Omissions
• Healthcare Liability
• Workplace Violence
• Engineering and Construction
• Builders Risk & Property
• Foodborne illness
• Product Recall
• Restaurant Contamination
• Contingency/Event Cancellation
Expertise
We maintain strong relationships with global markets – including Lloyd’s of London – built on a reputation for independence, professionalism, and transparency.
“The only broker who currently does this!” – Lloyd’s Syndicate
“The levels of transparency and communication from ‘Client Z’ and yourselves is greatly appreciated and certainly stands apart from other Coverholders and Brokers I’ve dealt with.” – Lloyd’s Syndicate