Julien Kerr has been appointed Head of Financial Crime and Kirstie Russell appointed Group Head of CASS.
The Embark Group (‘Embark’) has today announced the two appointments as part of their ongoing commitment to further strengthening their deep and proven expertise from across the banking, investment, pension and insurance sectors.
Julien is a seasoned financial crime professional, with significant knowledge of the industry and market abuse frameworks required in the platform sector. He joins Embark Group from Alliance Trust Savings.
With over 10 years of experience within life and pensions, investment administration, platforms and banking; Kirstie has specific experience in the application and on-going compliance with the FCA Client Asset Sourcebook (CASS). She also joins Embark Group from Alliance Trust Savings where she held the role of Head of CASS.
Phil Smith, Embark Group CEO commented: “Julien and Kirstie have done fantastic work in their previous roles and bring with them extensive experience from across the platform market. Strong governance and compliance remains key to building a safe and sustainable business, as the Group continues to experience rapid growth and digitally disrupt when it comes to SSAS, SIPP, Wrap and Employee Benefits Consulting.”
Embark is one of the UK’s largest bespoke pension providers across SSAS and SIPP, and one of the fastest growing in the traditional market.
Editors’ notes
For further information, please contact:
Quintin Keanie
The Agency Partnership (Embark Media Relations)
Email: [email protected]
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 £34bn in assets under administration on behalf of c360,000 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.
By Embark Group
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