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BRAVE: Insurance Industry Consolidation Commentary
March 2010
- Two significant mergers have been confirmed this month and a third is on the cards. Speculation is rife about a spate of consolidation in the insurance industry.
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- More insurance industry consolidation commentary is available in the Archive. Users must register to access this content.
April 2010
- Chartis has advertised that it is paying travel insurance claims from the Icelandic volcano. Good marketing, but maybe not the right strategy.
- Resolution [II] has acquired Friends Provident. BRAVE Partners joins the debate on what next for Resolution. It looks like the UK life insurance consolidation trade needs to change direction.
June 2010
- AIA is proving to be a hard sell all round:
- For the Pru board to their shareholders
- For AIG to anyone
- For the Fed and AIG to the American taxpayer
BRAVE Partners concludes that AIA is worth $35bn because it has to be and for no other reason.