Wealth Management
Solutions Tailored for Wealth Management Firms
SECURING VALUE WITH TAILORED SOLUTIONS
Thousands of independent financial advisors make up Europe’s wealth management market. These driven entrepreneurs specialise in tax, retirement and asset planning solutions of high-net-worth individuals. And adding to this already vibrant market, algorithm-driven robo-advisers have emerged.
In this fragmented market of large enterprises and substantial numbers of SMEs, regulations, digitisation and disrupters are upending the value chain. At MarshBerry, advisors help wealth management firms navigate market conditions and trends to build, enhance and sustain value.
MarshBerry’s advisors understand the complexities of the wealth market, how to properly position your firm and to help you realise its full value. MarshBerry solutions bring you intrinsic expertise and market reach you can’t get on your own. Clients benefit from MarshBerry’s ability to harness unique data-driven insights and deep sector knowledge and experience. The MarshBerry team partners with you to devise and implement strategies to achieve your goals.
The MarshBerry team helps you:
- Conclude successful buy side and sell side transactions, managing the end-to-end deal process
- Raise capital for acquisitions or buy-outs
- Drive organic growth through performance benchmarking and strategic consultancy
MarshBerry has extensive experience advising firms operating in the fields of:
- Wealth management
- Asset management
- Life insurance brokers
- Mortgage brokerage
- Financial planning
- Retirement planning
- Tax planning
- Service providers
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokers and wealth management industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.
Michel Schaft joined MarshBerry in 2017 as an Independent Consultant and is currently Managing Director of MarshBerry.
As Managing Director of MarshBerry’s UK office, Fred specalises in advising businesses in the wealth and asset management sectors and related areas. He has extensive experience of domestic and international merger & acquisitions (M&A) and capital markets transactions, having focused on corporate finance throughout his career.
Fred was a Partner at IMAS Corporate Finance LLP before it was acquired by MarshBerry and, prior to joining IMAS, he worked briefly for Singer & Friedlander and spent most of his career at JPMorgan Cazenove and Handelsbanken Investment Banking.
Fred trained as an accountant with Touche Ross and holds a BA with honours degree in Economics from Durham University.
Armand Hoftijzer helps real estate agents in the Netherlands and Europe further with their growth strategy. Since February 2021, he has been linking his expertise and experience to MarshBerry's methodologies and data.
As an independent consultant, Jan represents MarshBerry’s full spectrum of insurance brokerage and corporate finance advisory solutions in Germany, Austria and Switzerland
Prior to joining MarshBerry in May of 2023, Jan was general representative of Lloyd’s Insurance Company S.A. and Country Manager Germany and Austria for 12 years. Before that he was Member of the Management Board of Willis in Germany responsible for international business and Client management. Until 2000, Jan was with Aon Germany as Head of Client Services in the Frankfurt region.
From 1987 until 1991, he was Vice President of Joost & Preuss, Inc. in Atlanta, Georgia USA.
He started his broking career in 1983 with the German Broker Joost & Preuss Group, which was later taken over by Jauch & Hübener.
Jans dominating skills are focusing on customer relations and international business development.
His role at MarshBerry is to develop the market and especially relations with the Broker community in the Dach Region.
