For high-net-worth individuals, safeguarding substantial assets and complex financial portfolios an effective insurance adviser can provide not just financial security but peace of mind.
Spear’s best insurance advisers’ expertise is tailored to the unique needs of the affluent, excelling in crafting bespoke insurance solutions that go beyond standard coverage, addressing intricate issues such as asset protection, liability management, legacy planning, tax status, and other risk areas to offer a range of insurance options to suit their unique needs.
The best insurance advisers go above and beyond offering service and deliver a tailored approach that keeps the client abreast of changes in policy and areas of concern, and ensure that every potential risk is meticulously accounted for and mitigated. Spear’s specialists understand the unique insurance challenges facing UHNWs, grappling with understanding the need to protect various unusual asset classes including life, art, automobiles, aviation and marine.
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Jump to: Best insurance advisers for HNW individuals: the complete list
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Best insurance advisers: names to know
This year, for the first time, Spear’s is also recognising the contributions of ‘Senior Statespeople’ in our rankings: figures who have had a profound influence over their industry and, while they may not be as active in client dealings as they once were, still continue to shape their firms through high-value client work and managerial advice.
Filippo Guerrini-Maraldi – New to Senior Statespeople
Firm: Howden Insurance Brokers
Filippo Guerrini-Maraldi, chairman of private wealth at Howden Insurance Brokers, has been in the business for more than 30 years.
Howden is recognised as a leading broker for Fine Art & Specie insurance, operating in the London market and globally with a team of 30 specialists, offering insurance for high-value homes, art collections, yachts, and cars.
Read Filippo Guerrini-Maraldi’s full profile at Spears500.com
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Andrew Cunis – New Addition
Firm: Gallagher
Managing director for UK private clients at insurance broker and risk management firm Gallagher, Cunis specialises in supporting high-net-worth and ultra-high-net-worth individuals with tangible assets, including property, classic cars, jewellery, fine art, aircraft, and yachts. The firm also has a partnership with Knight Frank, offering insurance services to clients who have purchased high-value homes and drawing from local expertise with offices worldwide.
Read Andrew Cunis’s full profile at Spears500.com
Charles Hamilton-Stubber – New to Senior Statespeople
Firm: Lockton Private Clients
Drawing on 35 years of experience, Charles Hamilton-Stubber is involved in providing innovative insurance propositions to family offices, individuals, and the wealth management sector’s clients. As the world’s largest privately held, independent insurance broker, the service team at Lockton Private Clients is free from shareholder demands and can solely focus on providing clients with the best insurance advice and care, he has previously told Spear’s.
Read Charles Hamilton-Stubber’s full profile at Spears500.com
Methodology
In selecting and ranking the best insurance advisers for HNW individuals, the Spear’s Research Unit conducts extensive research of the market, including interviews with well-informed observers, industry insiders and of course the advisers themselves. These take place both face-to-face, and on video and telephone calls. Candidates for inclusion are asked to fill in a form to provide data and a description of their work and client base. In finalising its selections and rankings, the Spear’s Research Unit employs a proprietary methodology that includes a weighted scoring system. This takes into account factors including an adviser’s standing, reputation, client base, recommendations and testimonials, the firm they represent, their level of engagement with the process and certain industry-specific criteria.
Best insurance advisers for HNW individuals: the complete list
Find out more
To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.
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