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Intergenerational wealth transfer – Opportunity or challenge?

By Gillian Hepburn, Head of UK Intermediary Solutions, Schroders

Embark Adviser newsletter

Research shows that over the next decade £1 trillion of assets will flow to future generations - a significant business opportunity. However not many advisers are facilitating family conversations to help manage this transfer.

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Accumulation vs. decumulation investment portfolios

By Geoff Brooks, CEO, Alpha Beta Partners

Embark Adviser newsletter

"Decumulation strategies are still in their infancy. There is a danger that accumulation carries on into decumulation..." To illustrate the problem, consider this example of two independently-constructed, mixed-asset growth portfolios... Both are widely available in the market today.

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Investigating Behavioural Insights and Investment Personality: Episode 2 of EmbarkPod

By Ross Fisher, Embark Group

Embark Adviser newsletter

This month, Greg Davies from Oxford Risk and Be-IQ’s Neil Bage discuss behavioural insights, investment personalities and the tech that goes behind helping people make informed decisions in the second episode of EmbarkPod.

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Managing investment risk in volatile markets - part three: The power of stochastic models

By Scott Sinclair, Embark Group

Embark Adviser newsletter, Managing risk

Multi-asset funds underpinned by long-term strategic asset allocation can have some unexpected benefits for investors. This is part three in the series.

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Managing investment risk in volatile markets - part two: The role of financial personality

By Greg B Davies, PhD - Head of Behavioural Science, Oxford Risk

Embark Adviser newsletter, Managing risk

What makes an investment selection suitable? Advisers and regulators agree that it’s about matching the risk an investor is both willing and able to take with that actually being taken. This is part two of the series.

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Re-thinking the role of the ACD

By Thomas Rostron, CEO, Embark Investments

Embark Adviser newsletter

With the authorised corporate director (ACD) back in the media spotlight again in relation to Woodford, now is a good time to explore how it's been one of the most overlooked components of asset management, with the fund management firm, individual fund managers and sometimes the asset allocator taking the limelight.

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