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Insights

Embark to acquire Zurich Retail Investment Platform and Zurich Investment Services

By Suraj Shah, Embark Group

Press Release

Embark Group has agreed to acquire Zurich’s Investment and Retail Platform business and its Authorised Corporate Director and Investment Management business, as it further increases its presence in the UK investment savings sector.

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Getting to grips with SMCR

By Sara Wilson

Embark Adviser newsletter

The Senior Managers and Certification Regime (SMCR) takes effect for FCA Solo Regulated Firms later this year, including advisers, and its reforms are wide-ranging.

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Embark agrees to acquire the Adviser and Partnership businesses of Alliance Trust Savings

By Suraj Shah, Embark Group

Press Release

Embark Group has today agreed in principle to acquire the advised and partnership client books of Alliance Trust Savings (ATS) from interactive investor (II), for an undisclosed amount, further increasing Embark’s presence in the UK investment savings sector.

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Suspension of the LF Woodford Equity Income Fund

By Aimee Petts

Press Release

As you no doubt would have heard, dealing in shares in the LF Woodford Equity Income Fund (a sub-fund of LF Woodford Investment Fund, an Investment Company with Variable Capital) (the “Fund”) have been suspended until further notice.

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Aligning target customers to business model and platform selection

By Aimee Petts

Press Release

We are delighted to have commissioned Altus Consulting, a specialist consultant to firms in the Financial Services sector, to take a look at the needs and wants of the platform market and consider whether a simple platform is - Simply the best.

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Important documents and handy guides

By Abbie Knight

Press Release

The new Embark platform is now open for business. Below you will find links to important documents and handy guides, showing you how to use the platform along with regulatory and sales materials and support materials to use with your clients.

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