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Embark aligns investment activities under Horizon Chief Executive Thomas Rostron

The Embark Group (“Embark”) has today announced that it is aligning the management teams of The Adviser Centre and Rowanmoor Actuarial Consulting, under the leadership of Horizon by Embark Chief Executive, Thomas Rostron.

Thomas was announced as Chief Executive Officer of Horizon by Embark on 1 May and will now lead a single Executive team in managing the common agenda of all Embark’s investment-related activities.

Alongside Thomas, the Executive team will be comprised of Fraser Blain, Horizon Funds Chief Commercial Officer, Gillian Hutchison, Head of Research at The Adviser Centre, and David Downie, Managing Director of Rowanmoor Actuarial Consultancy. The team will be supported by Non-Executive Directors Monika Machon and Jacqueline Lowe.

Thomas Rostron, Horizon by Embark CEO, commented: “As the Group’s investment capabilities have continued to grow and expand, the alignment of our leadership teams will ensure a consistency and continuity of service. We have a formidable team and I’m excited by the potential to integrate and develop our offering further over time for our customers.”

Peter Toogood, Embark Group CIO, commented: “Embark continues to grow rapidly and I am pleased to see The Adviser Centre becoming more integrated into the wider Group. By combining our investment capabilities into a single unit, we will continue to provide excellent investment product oversight and be able to offer an extended range of investment services to the advisory community, helping to ensure the Group’s continued success.”

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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 £33bn in assets under administration on behalf of c300,000 consumer clients, operating across seven UK locations (London, Edinburgh, Leicester, Salisbury, Bolton, Milton Keynes and Dundee).

Embark has been recognised as one of the most innovative Wealth Tech companies in 2019.

www.embarkgroup.co.uk

About Horizon by Embark

Horizon by Embark offers five multi-asset portfolios designed to align with investor’s chosen risk profile. Embark Investments set the investment strategy and oversees the use of strategic asset allocation models provided by EValue and active investment management by Columbia Threadneedle to deliver long-term returns for affluent and high net worth investors. With a strong performance track record the Horizon portfolios have the Defaqto 5 diamond award for 2020.

Horizon by Embark is the trading name of Embark Investments Limited which is the Authorised Corporate Director of the Embark Investment Funds ICVC. Embark Investments Limited is authorised and regulated by the FCA.

www.embarkhorizon.co.uk

About The Adviser Centre

The Adviser Centre, launched in 2014, is an online fund research and consultancy service which features analysis and information on actively-managed funds from the whole of the market. It is dedicated to supporting financial advisers in their fund selection work, with a special emphasis on helping them to assess investment suitability.

Formerly part of the research and consultancy teams at Morningstar and OBSR, The Adviser Centre team members have a strong heritage in delivering market-leading fund research and opinion. The service provides a host of additional materials, including the provision of perspectives as well as guidance for advisers on markets, IA sectors and fund manager changes.

www.theadvisercentre.co.uk

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