Strategic Planning
THINK MARSHBERRY. THINK FORWARD.
Strategic Planning for Insurance Brokers and Wealth Management Firms
ENABLING DECISION-MAKING AND DRIVING SUCCESS IN A DYNAMIC MARKET
Consolidation, digitisation and changing regulations reshape the European insurance brokerage and wealth management markets. It’s these trends in particular that drive uncertainty and pose challenges to strategic business planning. Clients benefit from MarshBerry’s ability to harness deep sector knowledge and data-driven insights. MarshBerry advisors work with you to propel your strategic growth journey forward.
Robust business planning is crucial to gaining access to capital, attracting investors and achieving your long-term goals. To help you overcome the hurdles of an ever changing environment, our strategic planning consultants are with you every step of the way. Marshberry advisors bring together unrivaled proprietary data, a deep understanding of the industry and your local market to tailor advice specific to your goals. A well defined business plan that explores strategic options is crafted to unlock your firm’s potential.
The MarshBerry team helps you:
- Understand your business’ target markets and the unique value you offer customers, advising you on market positioning
- Explore strategic options, drive decision-making and build a strategic plan geared to success in a dynamic environment
- Chart not only your strategic course, but also how to get there with focused action plans and implementation schedules
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage 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.
Marcel van Dijk joined MarshBerry in 2022. Focusing on strategic consulting, Marcel brings to MarshBerry extensive knowledge in business planning and execution.
Prior to joining MarshBerry, Marcel was the Commercial Director of several (global) insurance brands. At the helm of commercial strategies, Marcel is credited with strong business sense, determined decision making, focused action plans and, as a result, strong growth ratios.
Marcel also has a background as a strategy consultant at KPMG’s global boutique firm Nolan, Norton & Co., working with CEO, board, and senior managers to provide strategic, unbiased advice for various business decisions and goals.
His current focus is to position MarshBerry as a thought leader in Europe’s financial markets, bringing MarshBerry’s proprietary expertise to brokers and wealth management firms and guiding MarshBerry’s clients in robust business planning.
Marcel holds both bachelor’s and master’s degree in business administration and public administration from the Radboud University, Nijmegen.
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.
Marcel van Dijk joined MarshBerry in 2022. Focusing on strategic consulting, Marcel brings to MarshBerry extensive knowledge in business planning and execution.
Prior to joining MarshBerry, Marcel was the Commercial Director of several (global) insurance brands. At the helm of commercial strategies, Marcel is credited with strong business sense, determined decision making, focused action plans and, as a result, strong growth ratios.
Marcel also has a background as a strategy consultant at KPMG’s global boutique firm Nolan, Norton & Co., working with CEO, board, and senior managers to provide strategic, unbiased advice for various business decisions and goals.
His current focus is to position MarshBerry as a thought leader in Europe’s financial markets, bringing MarshBerry’s proprietary expertise to brokers and wealth management firms and guiding MarshBerry’s clients in robust business planning.
Marcel holds both bachelor’s and master’s degree in business administration and public administration from the Radboud University, Nijmegen.
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.
Renaud joined MarshBerry in November 2022 and is primarily responsible for the servicing of French clients and operation of MarshBerry’s branch in France.
