Rating Agency And Regulatory Capital Advisory

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We guide our clients through constantly evolving regulations and rating agency criteria to stay abreast of changes and confidently develop and execute strategy supportive of objectives.

Our team assists clients in engagements with all of the major rating agencies and with regulatory solvency requirements.  Draw on our collective experience as rating agency and finance professionals to achieve your objectives:

  • Startup ratings
  • Evaluation of reinsurance impact
  • Event-driven analysis
  • Stress testing
  • Ratings and solvency enhancement and protection
  • Early warning analysis
  • Bespoke risk-based capital adequacy modeling
  • Presentation & questionnaire assistance
  • Updates and insight into methodologies
  • Regulatory solvency and governance support

Our Rating Agency and Regulatory Capital Advisory wins include:

  • Buyouts of insurance companies by non-insurance groups, while protecting financial strength ratings
  • Marketable solutions that enhance the ratings and risk based solvency positions of dozens of insurance groups around the world
  • Clean exits from unprofitable or non-core lines of business
  • Quantifiable improvements in franchise value through new strategies and efficient risk management
  • Dozens of new “A” level ratings for life, non-life and composite (re)insurance groups—including start-ups—across the globe

Many other bespoke offerings that contribute to clients’ success, including indicative rating assessments, policy drafts, risk-based earnings analyses, risk management frameworks, market entry and exit, cross-border and multinational alliances, and appeals to ratings agencies and regulators

Contacts:

UK & Europe |North America

Mark Shumway, Global Head of Strategic Advisory | T: +1 215 309 4535 | E: mark.shumway@jltre.com

Nicholas Dranchak, Vice President Strategic Advisory |T: +1 215-309-4583 | E: nick.dranchak@jltre.com

Ernest Eng, Head of Analytics & Strategic Advisory Asia | T: +65 6411 9314 | E: ernest.eng@jltre.com