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Latest insights

The rise of ESG amid the pandemic

By David Sheasby, Head of Governance and Sustainability, Martin Currie

COVID-19, Embark Adviser newsletter

The COVID-19 crisis has clearly been the dominant topic on all investors’ lips this year, with questions frequently being asked by clients if the impact of the pandemic has changed its approach to stewardship and ESG.

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To CIP or not to CIP, that is the question

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

What’s the best way to provide clients with suitable investment portfolios? Some advisers are adamant that they should manage the investment process themselves, while others choose to outsource.

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Check your agreements… ‘Agent as Client’ could put you at unnecessary risk

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

When was the last time you reviewed your agreements with investment and platform providers? Is your PI insurance is soon due for renewal? You may be operating under an agreement that your insurer will find too hot to handle – Agent as Client.

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Horizon by Embark attains 5 Crowns across the board for its multi-asset funds

By Rachel McKinnon

Embark Group news, General news, Press Release

Horizon by Embark today announces that all five of its multi-asset funds have been awarded a five-Crown rating, the highest rating possible, by FE fundinfo’s Crown Fund Ratings.

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Embark Pensions launches the Embark Full SIPP

By Ross Fisher, Embark Group

Embark Group news, General news, Press Release

Embark Pensions has today announced the launch of a new self-invested personal pension offering, the Embark Full SIPP.

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Embark Group announce Guy Anderson as new Corporate Sales and Relationship Manager

By Ross Fisher, Embark Group

Embark Group news, General news, Press Release

The Embark Group announces the appointment of Guy Anderson to its distribution team as Corporate Sales and Relationship Director, effective as of 6 July 2020.

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