Cookie Settings

During the Coronavirus outbreak, we are taking precautions to protect the health of our colleagues and clients as well as working hard to ensure business as usual is maintained. We will continue to respond to all communications as quickly as we can. However, if your call is not urgent, please contact us via email and we will respond as soon as possible. If you are uncertain of a particular email address, please use one the following:

 

Alternatively, if your call is urgent, many of our staff are contactable on their direct lines. The Embark Group has full capabilities in place to enable all our staff to work remotely and we are doing our best to maintain our service levels, however please note response times may vary.

For useful tools and resources, to view our workplace risk assessments or to learn more about the market impact of Coronavirus, please visit our COVID-19 page.

latest insights from Rowanmoor.

Embark completes acquisition of Zurich Retail Investment Platform and the Zurich Horizon ‘ACD’

By Ross Fisher, Embark Group

Embark Group news, Press Release

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.

Read more

Market emergency survival

By Greg B Davies

Embark Adviser

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.

Read more

Meeting FCA expectations on SMCR

By Sara Wilson

COVID-19, Embark Adviser

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.

Read more

Diversification: The only free lunch?

By David Norman, TCF Investment

Embark Adviser

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.

Read more

COVID-19 crisis - scenarios for the next phase

By Peter Toogood, Embark Group

COVID-19, Embark Adviser

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.

Read more

The anatomy of a bear market

By Peter Toogood, Embark Group

COVID-19, Embark Adviser

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.

Read more

Be the first to hear news and insights from Rowanmoor

Our emails are designed to be topical and engaging, however if you don’t like what we send, you can unsubscribe at any time. We promise never to pass your details on to a third party.

  • This field is for validation purposes and should be left unchanged.