** UPDATE May 2020
Embark Group has been closely monitoring and managing the Coronavirus situation in order to be able to respond appropriately as necessary. The health and safety of our staff, clients and partners are our top priorities and we have a robust business continuity plan in place to ensure our clients continue to receive a first class service and that our support and client on-boarding processes run smoothly.
As a technology led organisation, the Embark Group has full capabilities in place to enable all our staff to work remotely. We do not expect day-to-day business operations or client work to be impacted significantly and there is currently no interruption or reduction to Embark’s services or responsiveness.
All of Embark’s UK offices remain open, however we are taking steps to protect the well-being of all our staff, clients and partners. This includes asking all our staff to work from home, restricting travel, avoiding meetings and using the latest technology to connect with each other and our clients.
This is a fast-moving situation, which we continue to monitor carefully, with effective communication processes in place in order to keep our staff, clients and partners informed.
For useful tools and resources or to learn more about the market impact of Coronavirus, please visit our COVID-19 page.
Latest press releases, news and announcements from the Embark Group and its subsidiaries.
Speaking on the New Model Adviser Podcast, CEO Phil Smith talks to Citywire about the recent migration with Zurich and future plans for the Alliance Trust Savings platform.Press release | 28 May 2020
The Advance by Embark Platform scooped a top accolade after it was named Platform of the Year at the annual SimplyBiz Awards. It was one of two awards picked up by the platform after also securing Learning & Development Presentation of the Year at the SimplyBiz Group Annual Partnership Event 2020.Press release | 22 May 2020
Embark Group today reports its consolidated annual results for the year ending 31 December 2019. The period brought accelerated organic growth and improved operational performance for Embark, alongside three material acquisitions and two successful growth capital raises.Press release | 18 May 2020
Archive press releases and news from the Embark Group
Our services span self-invested personal pensions (SIPP), e-SIPP, small self-administered schemes (SSAS), platform, investment wrap, fund research and employee benefits consulting.
Businesses within the Embark Group have been operating for more than 40 years and today trade under the brands Embark, Embark Pensions, Vested, Rowanmoor, EBS, The Adviser Centre and Hornbuckle.
We have designed our services for consumers of every level of affluence – from mass retail to ultra-high net worth – and make them available through financial advisers, robo-advisers, retail banks, wealth managers and employers. Our white label partners include RBS Coutts, Standard Life, Nutmeg, BestInvest, Charles Stanley, Moneyfarm and Wealthsimple.Request due diligence guide
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*Figures are pro-forma and include the recent acquisitions of Alliance Trust Savings and Zurich businesses. All figures as at 1 March 2020.
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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.
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.
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.
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.
Paul has 40 years of experience across a broad spectrum of financial services including wealth and asset management, stockbroking, insurance, mortgages and management consulting.
With a specialism in operations management, Paul’s early career was with NatWest. Following a period as Operations Director of NatWest Stockbrokers, he was appointed Group COO of the global asset management business of Allied Irish Banks and then moved into regulatory consultancy as a partner on the formation of Kinetic Partners where he led a number of large regulatory programmes including the distribution of a £400m compensation fund. A subsequent move to Skandia saw Paul lead the operational integration of the Selestia and Skandia investment platforms.
Paul joined the Embark Group in 2016, initially in a consultative capacity but was subsequently appointed as Managing Director of Embark Services Limited and EBS Pensions Limited before moving into his current role.
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Please contact Quintin Keanie from Embark’s PR agency, The Agency Partnership, using the details below:
Quintin Keanie, Director, The Agency Partnership
mobile. 07880 602902