Articles by Embark Group

Lower returns not a barrier to ESG investment

By Embark Group

Press Release

A significant number of financial advisers believe clients would accept lower returns if their money were having a measurable social or environmental impact – and investors have endorsed this view, the Embark Investor Confidence Barometer has revealed.

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Surprise opportunity for advisers to attract wealthier clients using robo-advice

By Embark Group

Openwork Safe, Press Release

The Embark Investor Confidence Barometer has revealed that robo-advice could open a new – and unexpected – revenue stream for advisers. Often touted as a solution to the UK advice gap by enticing less-wealthy investors, the results suggest that robo-advice also offers a gateway to advice for affluent investors. In fact, the more assets an investor has, the greater their comfort with robo-advice, according to the latest Barometer.

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Female advisers lead on intergenerational planning and supporting clients with ESG

By Embark Group

Openwork Safe, Press Release

The Embark Investor Confidence Barometer has identified that female advisers are more likely to establish connections with clients’ family members than their male counterparts. With the unprecedented wealth transfer between generations expected to take place over the next 25 years, this ability to connect with clients’ family members could be crucial. And, this extends beyond intergenerational planning, with female advisers displaying higher levels of confidence in their ability to support clients’ ESG requirements.

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New Group Intermediary Distribution Director appointed

By Embark Group

Embark Group news, Openwork Safe, Press Release

Ranila Ravi-Burslem has been appointed as the new Intermediary Distribution Director overseeing Embark and Scottish Widows. Ranila joins from Aviva where she was previously Workplace Savings & Retirement Distribution Director.

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Horizon multi-asset funds start 2022 with the expansion of platform distribution

By Embark Group

General news

The Horizon multi-asset fund range, part of the Embark Group, is now available on the Ascentric platform. 

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Embark unveils Embark Investor Confidence Barometer 2

By Embark Group

Press Release

Are advisers confident they can continue to charge enough? Why aren’t advisers sharing clients’ retirement optimism? How many investors would be comfortable swapping human advice for robo-advice?

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