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
As Managing Director of MarshBerry’s UK office, Olly spearheads efforts to help clients prepare, market and execute transactions by utilizing data rich insights and market perspectives to help them build, enhance and sustain value.
Olly founded IMAS Corporate Finance LLP in 1992 and was responsible for the development of IMAS-insight, IMAS’S central knowledge-based system. He was involved in the majority of IMAS’ transactions and is highly experienced in what makes for a successful transaction and making it happen.
Prior to his roles at MarshBerry and IMAS, he worked for Cazenove and Kleinwort Benson. He qualified as a Chartered Accountant with Arthur Anderson and has a degree in Economics from Exeter University.
Olly takes pride in building long-lasting relationships with decision-makers across the financial services sector based on his knowledge and insights.
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.
As Managing Director of MarshBerry’s UK office, John brings a wealth of corporate finance experience in financial services and, in particular, UK insurance.
John has extensive advisory experience and has advised on multiple transactions covering both public and private M&A as well as IPOs. He particularly specialises in the insurance and has completed multiple deals in the UK, as well as several other European markets. He has extensive experience acting for carriers, including RSA, MS Amlin and Hiscox. In recent years he has focused mainly on insurance distribution, advising the sellers of a wide range of broking businesses and MGAs. He is the author of the IMAS (now MarshBerry) annual UK Insurance Distribution M&A Annual Review.
Prior to joining MarshBerry, John was a Partner at IMAS Corporate Finance LLP. In addition, he spent more than ten years at N M Rothschild & Sons in its London-based financial services group. John began his career at Ernst & Young and is a Chartered Accountant.
John has an MA in History from the University of Glasgow and a MSc in Finance from the University of Aberdeen.
Michel Schaft joined MarshBerry in 2017 as an Independent Consultant and is currently Managing Director of MarshBerry.
