Insights
Embark completes acquisition of Zurich Retail Investment Platform and the Zurich Horizon ‘ACD’
Embark Group news, Press Release
Apr 30, 2020
Embark Group is pleased to announce that it has completed its acquisition of Zurich’s Investment and Retail Platform and its Authorised Corporate Director & Investment Management businesses, as it continues to build its presence in the UK retirement and investment savings sector.
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Market emergency survival
Apr 07, 2020
Finding the right words in a crisis is never easy. However, when it comes to knowing what to say and how to say it – to yourself or others – one cure does not always fit all. Every client experiences anxiety in different ways, and so it’s up to advisers to find personalised ways of helping them cope.
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Meeting FCA expectations on SMCR
COVID-19, Embark Adviser newsletter
Apr 07, 2020
With the recent UK General Election stealing the headlines, the extension of the FCA’s Senior Managers and Certification Regime (SMCR) in December passed relatively unnoticed. Even with the situation created by COVID-19, advisers will still need to work through its implementation.
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Diversification: The only free lunch?
Apr 06, 2020
The phrase that “diversification is the only free lunch in investing” is attributed to Nobel Prize winner Harry Markowitz, one of the grandfathers of modern portfolio theory. One of the cornerstones of investing is that there are no meaningful returns without risk. Investors who own volatile investments are compensated by a “risk premium,” which refers to excess return over risk-free assets, normally government bonds.
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COVID-19 crisis - scenarios for the next phase
COVID-19, Embark Adviser newsletter
Apr 03, 2020
Although uncertainty about the future is extremely high, it is helpful to consider scenarios that may play out from here. From a financial market perspective, the variables that dictate the duration and depth of this bear market are clear.
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The anatomy of a bear market
COVID-19, Embark Adviser newsletter
Mar 24, 2020
Bear markets are punctuated by high volatility and sharp rallies. Here are some thoughts on what we can expect in this time of crisis. The initial phase is typified by a significant drop in asset prices in a very short space of time.
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