One of the oldest financial markets in the developed world, the Lloyd’s of London insurance market is one of the least understood by the wider investor public. Providing the capital to support the business of underwriting insurance risks can, with appropriate guidance and control, add significantly to returns over the medium term. The market has been extensively modernised and recently has enjoyed a strong track record of performance.
WealthBriefing is joining forces with the Association of Lloyd’s Members, an organisation representing private investors in the market, to outline the opportunities and challenges of Lloyd’s, and to explain the relevance of the sector to wealth managers.

Topics to be discussed include:

  • An outline of how the market works and an explanation of the role of private investors, known as “Names”. Who are these people?
  • Breaking down some of the jargon by explaining terms.
  • The state of the Lloyd’s market and the investment returns. How does Lloyd’s compare against private equity or listed securities, for example?
  • Is this more than just a niche market and what sort of private investors should consider Lloyd’s? What part should the market play in a person’s portfolio?
  • What sort of diversification and correlation benefits can Lloyd’s investments offer?
  • Why should a high net worth individual consider becoming a Name?
  • Where in the world are the most significant investments coming from?
  • What sort of investment time horizons apply to being a Lloyd’s name?
  • Tax advantages go with being a Lloyd’s Name – what are they?
  • What sort of minimum investment thresholds apply to the market?


08:30 - 09:00  Registration and Breakfast 09:00 – 09:15  ALM Presentation - ‘An Overview of Lloyd’s for the Private Investor’ 09:15 – 09:30  ALM Presentation - ‘Why I am a Member of  Lloyd’s’ 09:30 - 10:30 How Investing In The Lloyd’s Insurance Market Adds To The Wealth Management Menu, Q&A 10:30 - 11:30  Coffee and Networking    


Date and Time

Date: Thursday 28th April - 2016
Time: 8:15 am – 11:00 am


Old Library, Lloyd’s of London

Address: Old Library, Lloyd's of London, 1 Lime Street, London EC3M 7HA

About our Sponsors



Alan Lovell

Lloyd’s Council Member 2006 – 2016 and Chairman, Association of Lloyd’s Members, 2012 – date

Association of Lloyd’s Members

Alan is Chairman of the Consumer Council for Water, Senior Independent Director of Sweett plc, and NED of IAC Acoustics Limited, and of two renewable energy businesses. In his executive […]

Bruce Weatherill


ClearView Financial Media

Bruce is a chartered accountant with over 40 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Chandon Bleackley

Publications Editor and CEO designate

Association of Lloyd’s Members

Chandon has worked in a number of Lloyd’s Members’ agents since 1989, including Christie Brockbank Shipton and Hampden Agencies. He has spent most of his career working as a syndicate […]

Peter Wilson

Executive Director


Peter is a Senior Advisor to his portfolio of clients within the Coutts Executives Office and is Head of the Lloyd’s of London Office for Coutts UK which provides support to […]

Robert Saunders

Chartered Financial Planner

Argentis Financial Management

Robert is a Chartered Financial Planner with the London office of Independent Financial Advisers Argentis Financial Management Ltd.   He is an Associate of the Chartered Insurance Institute, and was formerly […]

Tom Bolt

Director, Performance Management

Lloyd’s of London

Tom Bolt joined Lloyd’s in September 2009 as the Director, Performance Management previously having been Managing Director of Marlborough Managing Agency, a Lloyd’s Managing Agent. In his role as Director, […]