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Articles by Suraj Shah

Suraj Shah

Just Group plc migrates personal pension platform to Embark Group, in drive towards efficiency and better investment outcomes

By Suraj Shah

News

Embark and Just Group have successfully migrated a portfolio of drawdown customers from Just’s Flexible Personal Pension to the Embark Platform Personal Pension.

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Embark makes new c-suite hire for future platform business

By Suraj Shah

News

Embark announces the appointment of Phillip Bungey to the proposed future leadership team for their Advance platform business (currently Zurich Sterling ISA Managers Limited) effective 1st December 2019.

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Franklin Templeton to take material stake in Embark Group

By Suraj Shah

News

The Embark Group announces that Franklin Templeton has committed to acquiring a material stake in the Embark Group, joining existing long-term institutional investors BlackRock, Legg Mason and FNZ, as well as the Merian Chrysalis fund.

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Embark to acquire Zurich Retail Investment Platform and Zurich Investment Services

By Suraj Shah

News

Embark Group has agreed to acquire Zurich’s Investment and Retail Platform business and its Authorised Corporate Director and Investment Management business, as it further increases its presence in the UK investment savings sector.

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Investment opportunities events in December

By Suraj Shah

News

Rowanmoor and Brewin Dolphin are hosting three investment opportunities events in December. These are designed for financial advisers and are free to attend.

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Join us for our Adviser Masterclass in December

By Suraj Shah

News

The next event in our popular seminar series will take place on Thursday 5 December in London. Once again we will bring together a panel of industry experts to discuss topical issues and explore unique opportunities for advisers.

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