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Embark reshapes advisory distribution team

Embark Group today announces that it has reorganised its advisory distribution team by bringing together its pensions and platform distribution teams, following its acquisition of Zurich’s Investment and Retail Platform and the advised and partnership client books of Alliance Trust Savings (ATS) earlier this year.

Under the leadership of Jamie Drewett who was appointed as Group Head of Distribution in May 2020, Simon Hayter will oversee the National Intermediated Advised Team and Craig Spittal will lead the Group’s Key Accounts team, as Embark continues to build its relationships with the advisory community. Rob Henderson will continue to lead the relationship team supporting Openwork.

By bringing these teams together, Embark will be reflecting the demands and circumstances of the current environment and be better able to assist advised customers across the breadth of Embark’s proposition seamlessly and effectively – supporting advisers in delivering value for their clients.

Embark’s award-winning distribution services and platform adoption team will be unchanged under the leadership of Michael Iles-Low and remains a central component of Embark’s proposition. The team was recently awarded 5-star rating for service by defaqto and at the FT Adviser’s service awards.

These changes follow the recent strengthening of Embark’s institutional sales team with the appointment of Guy Anderson as Corporate Sales and Relationship Director, to increase Embark’s presence within the B2B retirement market.

Jamie Drewett, Group Head of Distribution, Embark, commented:

“Bringing our talented advisory distribution teams together, to sit alongside our award-winning service team, will ensure we are able to best meet our clients’ needs. The Embark Group offers a powerful blend of technology, connectivity, expertise and people – and these latest changes will provide seamless access to the full services of the Embark Group and ensure advisers get the right support in order to deliver the best possible outcomes for their clients.”

Jamie continued:

“We are looking to the future and the next phase of our growth strategy and are confident that our new team structure will enable us to best meet our client needs as we approach 2021.”


Editors’ notes

For further information, please contact:

Quintin Keanie

The Agency Partnership (Embark Media Relations)

Email: quintin.keanie@theagencypartnership.com

Tel: 07880 602902


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 £35bn in assets under administration on behalf of c405,000 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.

www.embarkgroup.co.uk

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