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
YESTERDAY’S IDEAS WON’T CUT IT IN TODAY’S WORLD
Today’s unprecedented challenges require unconventional solutions. Be prepared to think outside the box. Have a game plan, but stay flexible. Above all, take an opportunistic approach.
As always, we’re here to help you succeed. A trusted partner in good times and tough times.
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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
Ai Lin Lee
Hong Kong and Taiwan
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 30 June 2021