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Articles by Phil Bungey

Phil Bungey

Phil Bungey is Chief Operating Officer of Advance by Embark. Phillip is a highly experienced financial services director with an outstanding track record in delivering business solutions encompassing e-commerce, product development and change management across financial services. A former Chief Operating Officer of 7IM and Nutmeg, he has previously held senior positions at Barclays Stockbrokers, UBS and Lloyd’s of London.

Global pandemic: how the crisis can be a catalyst for change

By Phil Bungey

COVID-19, Embark Adviser

If necessity is the mother of invention, then the lockdown has certainly driven the immediate widespread adoption of technological solutions by financial advisers, to stay connected with their clients. Will these changes will prove to be crisis-only measures or the catalyst for more fundamental change?

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