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Case Study

Read below how we helped our clients address their risk management concerns and created more value in the process!

TESTIMONIALS

WHAT OUR CLIENTS ARE SAYING ABOUT US: Good morning Louis! Thank you for the email and the information. Working with the Iron Cove team to migrate my business insurance was a breeze.

The information he provided throughout the process is better than what I experienced with previous providers. The presentation with coverage options and the time

Sep 19, 2018 7:09:15 AM
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$6.5 BILLION ASSET MANAGER

Who: $6.5 Billion New York Based Wealth Manager and PE Fund

THE RISKS: After a series of meetings with the Risk Manager, we talked about the direction of the firm and what was ultimately of concern to their operations team from an insurance perspective. Driving down cost was important as was improving the quality of the D&O coverage.

INITIAL CONCERNS: The prospective

Sep 19, 2018 7:04:23 AM
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$10 BILLION ASSET MANAGER

Who: $10 Billion Outsourced Investment Firm and Alternative Asset Management Firm

THE RISKS: Asset Management firms face a number of complex liability exposures that require proactive risk management consulting. Advisers face risks stemming from the performance of professional services coupled with non-investment operational risks like D&O, employment practices, employee fidelity not to mention the ever growing need to address cyber & data security risks.

INITIAL CONCERNS: Lack

Sep 19, 2018 6:48:27 AM
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Case Study: $20+ Billion Global Family Office-2

Who: $20+ Billion Single Family Office with Global Offices

Initial Concerns: Head of Operations and Insurance requested a review of the current in-force policies insurance portfolio. Stressed importance of understanding risk as well as the quality of service.

What We Did: Upon

Mar 20, 2018 1:40:57 AM
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insurance, brokerage, Case Study, Family Office, financial services, Iron Cove, P&C

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