BNY
Custody, fund accounting and data-driven investment operations solutions built for insurance company balance sheets and capital efficiency.
General/switchboard
Service Providers
14 listedCustodians, rating agencies and law firms serving insurance investment, grouped by service type.
Custodians
7CACEIS
CACEIS delivers custody, NAV calculation, accounting and regulatory reporting for insurers' general-account and dedicated-fund assets.
General/switchboard
Citi
Citi Securities Services (incl. Direct Custody and Clearing) provides global custody, clearing and asset servicing to insurance company clients.
General/switchboard
HSBC
HSBC Corporate and Institutional Banking lists insurers among institution types served via financing, markets and transaction banking.
General/switchboard
JPMorgan Securities Services
J.P. Morgan runs a 70+ person dedicated insurance practice offering portfolio management, analytics, advisory and multi-basis accounting.
Insurance team contact
Northern Trust
Northern Trust Insurance Solutions provides custody, fund accounting, and analytics services to insurance clients globally.
General/switchboard
State Street
State Street Alpha for Insurers combines custody, investment accounting, regulatory reporting and liability-driven investment technology.
General/switchboard
Rating agencies
4AM Best
Global credit rating agency, news publisher and data analytics provider specializing exclusively in the insurance industry.
General/switchboard
Fitch Ratings
Global insurance ratings leader offering Prism Capital Model risk-based capital analysis across life, P&C, and takaful sectors.
General/switchboard
KBRA (Kroll Bond Rating Agency)
Provides insurance financial strength ratings across life/health, P&C, reinsurance and financial guaranty sectors.
Insurance team contact
S&P Global Ratings
Provides Insurer Financial Strength Ratings and research across P&C, life, and specialty insurance segments.
General/switchboard
Law firms
3Clifford Chance
Advises global insurers/reinsurers on M&A, pension risk transfer/bulk annuity, ILS and regulatory matters via a 200+ fee-earner team.
Insurance team contact
CMS
CMS runs a market-leading UK insurance and reinsurance practice covering claims, regulatory and corporate advisory work.
General/switchboard
Linklaters
Global insurance sector team advising insurers and investors on M&A, regulatory and capital markets; separate pensions de-risking practice.
General/switchboard