WebNov 20, 2024 · Embark has acquired Zurich’s wrap platform in a deal which brings across £11 billion of assets and 130,000 customers, New Model Adviser® can reveal. Following the acquisition, for an undisclosed amount, the Zurich platform will be rebranded as Advance and operate as a separate wrap to Embark’s existing FNZ platform. Webpreferentially priced terms for over 100 funds on the platform. Charges information document A Charges information document will be produced from the Platform to give the details of the charges applicable to your client each time a disclosure point is triggered. Disinvestment strategy Where there is insufficient available cash to meet a charge

Exclusive: Embark buys Zurich’s £11bn adviser platform

WebEmbark Group Aug 2024 - Present9 months Edinburgh, Scotland, United Kingdom abrdn 11 years 4 months Head of Platform Propositions Development Jul 2024 - Aug 20241 year 2 months Edinburgh City,... WebEmbark Group is a fast growing, diversified, financial services business and one of the largest retirement solutions providers in the UK. We operate successfully in both the advised and institutional areas of the retirement market through our leading range of pension, wrap platform, research and consultancy services. intro editing apps

Embark Pensions Self-invested personal pensions, made simple

WebADVANCE BY EMBARK PLATFORM EASY TO UNDERSTAND CHARGES – AT A GLANCE PLATFORM CHARGES We understand that it’s important to keep things … WebOur platform integrates technology, infrastructure and investment operations and is fully compliant with local regulations. This is time and resources that can be invested back into better serving and improving financial outcomes for end-investors. WebFeb 9, 2007 · Advisers suggest full-scale wrap platforms are suitable for investors with £100,000- £1m in assets as many wraps impose annual fixed charges which can make … new paris dachshund rescue