Executive Peer Membership
BENCHMARK PERFORMANCE. SHARE RESOURCES. DRIVE ACOUNTABILITY.
Executive Peer Membership for Insurance Brokers and Wealth Management Firms
THINK BETTER TOGETHER
MarshBerry Connect is an executive peer membership that enables you to outperform, out-earn and outlast your competition. Whether your goal is to double in size or maximise profitability, you will meet and learn from Connect members all over Europe, or even the world, who share the same objectives.
In the financial services sector, staying ahead requires constant learning and innovation. MarshBerry Connect offers the ability to test out a course of action through others’ experiences. This allows you to focus on what’s most important: the strategies that have the greatest likelihood of success. As a MarshBerry Connect member, you’ll learn from the successes of leaders who have gone before you.
MarshBerry Connect helps you:
- Share solutions and growth strategies, enabling you to identify growth opportunities and real-time actionable ideas
- Benchmark your firm’s performance against peer groups and industry, with access to our Value Intelligence (VI) portal for advanced data and data analysis
- Benefit from collective wisdom and opportunities to network, including executive forums and the MarshBerry Connect Summits
MarshBerry Connect Summits
MarshBerry facilitates Connect Summits throughout the year and are hosted at different locations across Europe. Members will come together in Strategic Issues Groups (SIG) to discuss strategies that go beyond the surface and result in decisive actions. The Summits also offer state of the industry presentations, keynote addresses, and strategic thought leadership discussions.
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.
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, 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.
