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With special expertise in business transformation, Phil brings with him 25 years of global experience across wealth management, asset management, brokerage, insurance and management consulting. Before joining Embark Group in 2013, Phil was Managing Director and Global Management Committee member at Barclays Wealth where he played a key role in the inception and development of the global infrastructure of this business line for Barclays Plc.

Phil’s previous roles include Managing Director (Finance, Strategy & HR) at Fortis Investments, the global asset manager of the Fortis Group. He has also held Director-level roles at Arthur Andersen, Prudential M&G and Prudential Corporation Asia.  During this time, he built up extensive experience of M&A, joint venture partnerships and greenfield business development across Asia, EMEA and the Americas. Externally, Phil is Non-Executive Chairman of BE-IQ Limited, a leading digital behavioural finance business.

Phil holds a first-class degree in Industrial & Business Systems and a post graduate Masters in Strategic Human Resource Management.

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With specific expertise in risk management and regulation, Peter has over 15 years of experience across insurance, investment management, platforms and consulting. Peter joined Embark Group in 2019 from Alliance Trust Savings following the purchase of the Advised and Partnership in November 2019, where he most recently held the role of CEO and Executive Director having joined the business as Chief Risk Officer in 2016.

Peter’s previous roles include Chief Risk Officer at Scottish Friendly, Senior Manager within the Risk Consulting division of KPMG as well as Scottish Widows, the FSA and AEGON UK. During this time Peter built up significant experience and expertise in risk and capital management, enterprise risk management and leading large scale remediation activity and business turnaround with extensive stakeholder engagement with internal and external parties.

Peter holds a BA (Hons) Degree in Risk Management, is a Chartered Insurer and a Certified Member of the Institute of Risk Management.

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Peter began his career at Holden Meehan, an independent wealth manager, in 1989. He joined Forsyth Partners in 1994 as a senior mutual fund analyst and was appointed Chief Investment Officer in 2000. Peter was responsible for the management of traditional and alternative multi-asset funds, with assets at their peak in excess of £1.5 billion.

Peter co-founded of the original Forsyth-OBSR Ratings Service in 2002. He joined OBSR (later Morningstar OBSR) in 2008 and was responsible for establishing the firm’s fund advisory business, as well as continuing in a leadership role within the fund research team. As Investment Director, he worked closely with Head of Investment Consultancy, Gill Hutchison, and they were responsible for the delivery of services to an array of different clients and were important influencers of fund flows in the UK.

In 2014, inspired by their advisory and consultancy work, Peter and Gill founded The Adviser Centre, seeking to provide a fund and investment research service equipped to power advisers’ investment propositions. The service is now part of the Embark Group, for which Peter is also the Chief Investment Officer.

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David has worked in pensions for more than 30 years – starting with SSAS, progressing through SIPP and then into Drawdowns in the mid-90s. David went on to take  on leadership roles in Product, Marketing and Strategy with GE before moving to Zurich where he was  accountable for Retail Pensions, Group Risk and Workplace Platform propositions and was a member of  the executive leadership team and various oversight committees.

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