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Partner - Head of Private Clients
Specialism: Financial Advisory & UHNW Services Insurance
Company: Lockton Companies
Location: London, England
Rachel works with ultra high net worth individuals, their advisors and family offices. She supports them in assessing physical assets and liabilities, and designing, implementing and placing insurance programmes; protecting and preserving clients’ wealth and lifestyles. She draws on solid cross-class insurance knowledge to advise on risks of all types – from property, estates, motor, art, jewellery, aviation and marine etc. Rachel has over 20 years’ experience in the insurance industry, the last 17 focused on private clients and previously as an underwriter of commercial insurances and estates. Rachel’s leadership, market relationships and thinking beyond the obvious, provides clients with positive results.
Rachel Gilliam currently has no Citywealth award
Average client size: £5 million - £25 million
Fixed fee offering: No
Number of offices globally: More than 5
The St Botolph Building
T: +44 (0)20 7933 2605
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Insurance arrangements for a client with growing wealth
I worked with a client who was gravely concerned that his prevailing insurance arrangements were inadequate leaving him exposed, feeling vulnerable and in greater need for management and control.
I conducted an in-depth audit of his assets, liabilities and values. Additionally, we also assessed the softer less tangible risks he faced and some of his concerns regarding the safety of his children and engaged specialist service providers to give him the support and reassurance he wanted.
The outcome for this client was an end-to-end managed service with comprehensive cover, all in one place, and importantly providing sleep easy cover. He has a consistent, stable and proactive team looking after him, comprising area specialists required for his portfolio, which all work closely together in a cohesive way and have built a strong relationship with him and his family. As his assets continue to grow, get ever more dissipated and his needs more complex, he has comfort we will evolve the programme and service in line with him.