Speaking on the New Model Adviser Podcast, CEO Phil Smith talks to Citywire about the recent migration with Zurich and future plans for the Alliance Trust Savings platform.
As announced at the beginning of May whilst in the midst of the Coronavirus crisis, Embark switched Zurich customers onto a new platform systems.
‘If you put consumers first, use common sense and you are not frightened to change your mind, then these things tend to go okay'.
Phil is also a life-long Rotherham United fan, and shares some potential good news regarding the league position of his team, which is sponsored by Embark.
Listen to the full interview via the play button below:
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About Embark Group
Embark Group is a full-scale UK retirement solutions provider, active in the areas of Investment Platform, SIPP, SSAS, Fund Research and Employee Benefits Consulting. The Group trades under the brands Embark, Vested, Rowanmoor and The Adviser Centre. It also operates a wide portfolio of white label services for business such as RBS Coutts, Standard Life, Nutmeg, BestInvest, Charles Stanley, Moneyfarm and Wealthsimple. Businesses within the Embark Group have been established in the market for more than 40 years and have a long history of working closely with intermediary distribution partners and consumers of all levels of affluence.
The Group now has more than £33bn in assets under administration on behalf of c360,000 consumer clients, operating across nine UK locations (London, Bolton, Dundee, Edinburgh, Leeds, Leicester, Milton Keynes, Salisbury and Swindon)
Embark has been recognised as one of the most innovative Wealth Tech companies in 2019 and 2020.
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