Digital investment savings and retirement solutions.
With distribution spanning financial advice, robo-advice, retail banking, wealth management and workplace savings.
Embark Group is a fast growing, diversified, financial services business and one of the largest retirement solutions providers in the UK. We operate successfully in both the advised and institutional areas of the retirement market through our leading range of pension, wrap platform, research and consultancy services.
Watch Embark Group’s CEO, Phil Smith, talk about the recent completion of Embark’s acquisitions of the Zurich Retail Wealth Platform and Horizon Fund Management businesses.
Embark set out to disrupt the UK investment savings market though technology, straight through processing, technical excellence in retirement wrappers and the ability to deliver multi-channel savings services to the Robo-Advice, Banking, Wealth Management and Workplace markets.
“Platform selection isn’t all about price, however at most pricing points Embark’s pricing is around half the market rate. Not just a few basis points. Half the market rate.”
MIKE BARRETT,
THE LANG CAT
“We love the ‘no wet signature’, it is highly efficient and a genuine value add technology.”
JONATHAN BRIGGS,
LOVEDAY & PARTNERS
We are the Embark Group.
Businesses in Embark Group have been established in the retirement market for more than 40 years and have a long history of working closely with intermediary distribution partners and high net worth clients.
£33bn↑
Assets under admin
100%
Independent
360,000↑
Individual clients
9
Locations nationwide
*Figures are pro-forma and include the recent acquisitions of Alliance Trust Savings and Zurich businesses. All figures as at 1 March 2020.
Due diligence, made simple.
Whether you are a prospective client, service provider or team member, you will want to know as much about us as possible.
Thankfully, we’re an open book!