Insurers have been building partnerships with Wellington since 1975 and today view our Financial Reserves team as their go-to thought partner, risk manager, and trusted advisor for complex investment challenges.
Specialists focused on insurance risks and regulations
Years building trust and track records with insurers
% of our clients partner with us on multiple strategies
* as of 31 March 2020
ONCE THE STORM PASSES, IT’S WHAT COMES NEXT THAT MATTERS MOST
In these uncertain times, we think insurers should have a game plan to capitalize on dislocations and opportunities.
We’d love to connect, learn about your pain points, and help solve your investment challenges.
CHECK OUT OUR LATEST INSURANCE INSIGHTS
We’d love to hear your ideas for future research
Strategies tailored for insurers
Featured video: Members of the team describe our unique approach to meeting clients’ needs.
Find out how we can help insurers grow surplus and reserve assets, particularly during times of volatility.
Australia and New Zealand
Lee Ai Lin
Eric Tanaka, CFA, CPA, Director of Financial Reserves Management
Rich Coffman, Business Development Manager
Bob Sharma, CFA, Relationship Manager
Liz Kleinerman, CFA, Fixed Income Portfolio Manager
All figures as of 31 March 2020