Modern strategies
System-supported strategies built on order flow and market structure rather than forecasts.
FOR PARTNERS
Together, more strategy expertise.
You advise and look after clients; we bring strategy know-how from more than 30 years of market experience. Two ways to work with us.
For sales professionals, insurance brokers, independent agencies and intermediaries.
For insurance brokers and intermediaries
Are you an insurance broker? Then you know the problem.
In many places the insurance industry is still stuck in dinosaur mode. Now is the time to break new ground – especially with investment products. With our strategies, we help you present new, contemporary options to your clients.
Your clients want something new. Your product shelf is from yesterday.
- The same products in every conversation
- Few strategies that can be explained clearly
- Little support when clients ask detailed questions
What we saw at DKM
Iceberg Strategies attended DKM in Dortmund, Germany's largest trade fair for the insurance and financial sales industry. Our impression on site: many stands showed proven but familiar concepts, while the markets have long since moved on. At the same time, our conversations showed how strong the demand for new, understandable strategies is. The market is ready for change.
How we solve it
Strategy know-how
More than 30 years of market experience from Robert Rother, from Frankfurt to China.
Clear structure
Transparent processes, clear roles, a licensed portfolio manager for execution.
Order flow & Bookmap
We show what large market participants are doing – live and in plain language, as an Official Bookmap Educator.
Strategy conversations & training
We explain the strategy to your clients in strategy conversations and train your team. No investment advice.
COOPERATION
Strategy partnership
We make strategies and our strategy know-how available to you and support you: detailed strategy explanations, training and webinars for your team, information material, answers to questions on how the strategies work and on their risks. We do not provide investment advice.
Sales partnership
You introduce clients to us who are interested in our strategies. We handle the strategy explanation; the personal suitability assessment and the investment decision rest with the respective licensed partner or asset manager.
How it works
- 01
Send an enquiry
- 02
Introductory conversation and individual review
- 03
Cooperation under a written agreement
Becoming a partner also means being convinced yourself
We are looking for partners who don't just present our strategies but understand them and are convinced by them. Those who know and trust the strategy often become its first clients themselves – and explain it all the more credibly.
DKM 2027: We'll be there as an exhibitor.
Meet Iceberg Strategies in person. Arrange a meeting at the fair now.
Introducing clients requires the respective licences (e.g. under Section 34f or Section 34d of the German Trade Regulation Act (GewO) or comparable authorisations in the respective country). Any cooperation is subject to an individual review and a written agreement. This page is not an offer and contains no information on remuneration.
PARTNER ENQUIRY