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Vanbridge

Welcome to Vanbridge

We go beyond the perceived limits of insurance to maximize its potential. Simply put, we make insurance do more.

Original thinkers and challengers of convention, we are driven to solve complex problems in innovative ways. As a capital tool, an enhancement solution, a strategic hedge, or a risk reduction strategy, insurance proves to be an exceptional asset. Whether our clients are navigating intricate challenges or seeking straightforward solutions, Vanbridge customizes our approach, leveraging insurance, alternative capital and innovative structuring technology to align seamlessly with their unique objectives.

No one insurance broker or investment bank currently offers an integrated approach to risk as a combined business enterprise — we do.

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Solution

Alternative Asset Management & Insurance Capital Solutions

Few insurance brokers truly specialize in catering to the Alternative Asset Management community.

Vanbridge’s broad expertise and focus on alternative asset managers allow us to take a holistic view of the specific challenges they face. Our interdisciplinary team approach considers various perspectives, factors and potential challenges to create comprehensive, considered solutions tailored to their individual situation.

When the risk is unprecedented, we leverage our expertise and relationships to develop and negotiate nuanced and bespoke insurance products and other risk management solutions.

We are uniquely positioned in the Alternative Asset Management industry to advise our clients and provide a specialized full-service market solution.

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Solution

Life Capital & Executive Benefits

In today’s challenging environment, it is essential to have an insurance and executive benefits advisory team with experience in the technical nuances of their profession that have navigated through market cycles and thought beyond traditional solutions. One of our firm’s key competitive advantages is our ability to provide seamless concierge level consulting from experienced specialists in one holistic model focusing on personal insurance, estate and business planning, taxation and income strategies utilizing life insurance, annuities, disability, and long-term care solutions.

Our expertise across the insurance and capital markets allows us to consider insurance strategies by incorporating the individual, their business, their financial plan, and their investment needs.

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Client Experience

Redefining the Standard

We believe the difference between good and great organizations lies in the service they provide. We are driven to exceed expectations and believe the success of our model is a direct result of providing an exceptional client experience. This means asking better questions, matching communication styles, and building trust — one interaction at a time.

Executive Team

Experts in the delivery of forward-thinking advice and insurance solutions.

We’ve curated an accomplished interdisciplinary team that combines the best in property & casualty, life and annuity, capital markets, M&A, and legal expertise. Our team’s invaluable insight across multiple disciplines fuels collaboration and is essential to providing our clients with the services and solutions they need to stay ahead of emerging risks and trends.

Meet The Team
  • Phil Moyles

    Philip V. Moyles, Jr.

    Managing Principal And CEO

  • Mitchell Smith

    Mitchell K. Smith

    Managing Principal

  • Scott Guiliana

    Scott Guiliana

    Managing Principal

The convergence of insurance and capital markets in certain areas of our business is happening at lightning speed. It is bringing our clients closer together, not further apart. With our combined experience in the insurance, financial services and alternative asset management industries, we expect to change the landscape of insurance distribution and how we create value for our clients.

Philip V. Moyles, Jr.Managing Principal & CEO

Featured Insights

  • Articles

    Securing the Shield: Why Casualty Insurance Programs Demand Collateral

    Posted on 08/01/2024

    In the dynamic world of casualty insurance, where unforeseen events can translate into significant losses, insurers navigate a fine line between risk mitigation and competitive…

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  • Announcements, News

    Mitchell K. Smith, President of Life & Executive Benefits, has been named one of the top Financial Security Professionals in New York-NYC on Forbes’ fourth annual Best-in-State list!

    Posted on 08/01/2024

    With a proven track record of preserving clients’ wealth over the long term, Mitch exemplifies excellence in the insurance industry and has truly earned this recognition. Forbe…

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  • Articles

    Managing Principal Mitchell K. Smith shares his insight in Aspire magazine on working with high-net-worth clients, meeting their expectations, and making conversations more effective.

    Posted on 05/20/2024

    With so many insurance products and financial services in the market, advisors specializing in a “niche” can have many meanings. The latest issue of Aspire Magazine looks insid…

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