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Latest insights

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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Embark Group reports 15% Organic Growth and 450% increase in Adjusted Earnings in 2019

By Ross Fisher, Embark Group

Embark Group news, Press Release

The Embark Group reports its consolidated annual results for the year ending 31 December 2019. The period brought accelerated organic growth and improved operational performance for Embark.

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