Embark Group continues to monitor the Coronavirus to support our clients and ensure the safety of our employees. Embark Investments Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 628981). Five multi-asset portfolios designed to align with your chosen risk profile, Strategic Asset Allocation (SAA) provided by EV, Active investment management from Columbia Threadneedle Investments. It has grown through a string of major acquisitions, including that of Zurich's investment and retail platform last year. The Horizon Multi-Asset fund range has received independent industry recognition at the Investment Week Specialist Investment Awards 2020 where they were named Best Specialist Risk Targeted Fund / Range. Sterling ISA Managers Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 191278). Embark platform The Embark platform offers access to a Personal Pension, Junior Pension, Stocks and Shares ISA, Junior Stocks and Shares ISA, General Investment Account (GIA) and a Third-Party Investment Account (TPIA). Our capabilities span all types of pension, platform, investment research and consulting, property investment administration, ⦠You will have all of the essential components to build a compelling centralised investment proposition or a bespoke client strategy. Embark Investments is governed by a Board comprising of five Senior Executives and two Non-Executive Directors, with the daily running of the business overseen by the Management Committee led by the Chief Executive Officer, supported by the Chief Commercial Officer, Head of Fund Group Relationships, Head of Investment Operations and Head of Compliance. The market average platform fee is 0.29%* for pot sizes of £500,000 which equates to £1,450. Introducing our adviser hub on managing investment risk including articles, client aids, webinars, and more for professional financial advisers. Cheapest investment platform for £50,000 invested in funds. The company's services portfolio includes consulting, retirement planning and investments, for retired employees to access a wide range of services for better living and forthcoming financial challenges. Embark platform does not give investment advice or recommendations in respect of any product or fund range. It enables advisers to view and manage all of a clientâs investments, online, in one place. As the UK demographic changes, a greater proportion of private wealth is held by those clients approaching or at retirement. Selects the right mix of underlying funds for each risk profile. Overlays its own views on asset allocation on those produced by EV. Oversees the management of all five funds. Sign-up to our Embark Adviser newsletter for regular insights, updates and event invites. The range of underlying funds are managed by Columbia Threadneedle Investments, with Embark Investment Limited, trading as Horizon by Embark, overseeing the overall management of five portfolios. The Embark Group acquired Horizon, the authorised corporate director of the fund range, as part of its deal with Zurich when it took over the Zurich platform, now named Advance by Embark. It is further testament as to why we have supported you and the Platform and will continue to do so in the future.â. It is aligned to risk profile 3, meaning it aims to deliver growth through assets that may demonstrate moderate to large price fluctuations. If we change or add to these charges in the future, we will provide you with confirmation of the new charges. The Embark platform delivers a varied range of funds to support both capital and income requirements, with coverage across the risk spectrum. You can find out more information at the Embark Group website or download our Group Due Diligence guide. A platform by experts, for experts ... Advance by Embark is a trading name of Sterling ISA Managers Limited, a wholly owned subsidiary of Embark Group. Embark recognised as one of the worldâs leading WealthTech companies for third year in a row, Pandemic deals blow to unadvised investor confidence, with retirement confidence worryingly low, Advice firms face some hard choices on future ecosystem. The value of investments can go down as well as up, so your client could get back less than they invested. Registered Office: 100 Cannon Street, London, EC4N 6EU. The contents and information in this website is not for use by retail clients. Embark Group - Horizon multi-asset fund range has been added to the Embark platform Horizon multi-asset fund range has been added to the Embark platform By Suraj Shah, Embark Group Embark Adviser newsletter, General news, Press Release Investments in newer markets, smaller companies or single sectors offer the possibility of higher returns but may also involve a higher degree of risk. The calibration of the risk profile to a client’s preferred investment term can be reviewed using the EV risk assessor tool. From those still accumulating wealth, to those in the decumulation phase with a strong focus on taking retirement income while making their wealth last. Website design and development by Lyles Sutherland Limited. If you have any questions about our Horizon fund range, contact your Account Manager on 0345 607 2013. Horizonâs five risk-profiled funds have a unique investment process, benefitting from a ⦠The Horizon Multi-Asset fund range consists of five purpose-built funds designed to match five typical attitudes to risk or risk profiles. Nothing contained within this website should be construed as the giving of investment advice or a recommendation to invest. Horizon multi-asset fund range now on the Embark platform. The Embark story began in 2013 and we have grown to become one of the UK's largest retirement savings providers. Website design and development by Lyles Sutherland Limited. The five risk profiles, on a scale of 1 to 5, are built using EV’s long-term Strategic Asset allocation model, designed with a focus on delivering investment outcomes to meet specific investor needs. Embark Investments, as the Authorised Corporate Director (ACD) of the Horizon fund range, is a signatory of the United Nations supported Principles for Responsible Investment (UN PRI), a globally recognised benchmark for the consideration of Environmental, Social and Governance (ESG) issues. We Offer: Around 5,000 mutual funds Listed securities and investment trusts No one fund platform will be the cheapest for everyone. Their approach includes understanding linkages between sustainability opportunities on the one hand, and growth and competitive advantage on the other. There is also an extensive selection of UK investment trusts, shares, Exchange Traded Funds and gilts which can be accessed through our independent stockbroking service. They have been a signatory to the UK Stewardship code since 2010. Through the Advance by Embark Platform we make available a broad range of investment funds. Liontrust UK Ethical Fund, Liontrust SF European Growth Fund and Liontrust SF UK Growth Fund invest geographically in a narrow range and has a concentrated portfolio of securities, there is an increased risk of volatility which may result in frequent rises and falls in the Fundâs share price. Each fund aims to grow investments through a combination of income and capital growth over the medium to long term, five or more years, whilst remaining within its respective risk profile. The model portfolios combine the asset allocation skills of EValue and the fund selection expertise of Morningstar. With thousands of funds to choose from, it is easy to become overwhelmed. Clients can invest in the Embark Horizon Multi-Asset Funds through products available on the Advance by Embark Platform. Nothing contained within this website should be construed as the giving of investment advice or a recommendation to invest. The higher the risk profile of the Horizon fund, the higher risk of the underlying funds it invests in. Embark Investments Limited is compliant with the CFA Institute Asset Manager Code of Conduct. A platform by experts, for experts. Embark Group is a fast growing, diversified, financial services business. The funds invest in a number of underlying funds which in turn invest in a mix of assets including equities, bonds, property and cash. A number of discretionary-managed model portfolios are available through the Advance by Embark Platform within the Investment Account, Retirement Account, ISA and Junior suite products. This information is correct as at 14 May 2021. The fund aims to grow your clients’ investment over the medium to long term, five years or more and to keep the fund within a designated risk profile. The fund aims to grow your clients’ investment over the medium to long term, five years or more, and to keep the fund within a designated risk profile. Stewart Bicknell BA (Hons), Dip PFS, EFA, See the funds mapped to other attitude to risk profiles, Horizon by Embark named Best Specialist Risk Targeted Fund / Fund Range, Horizon by Embark’s Rostron: Long-term growth potential of the UK has weakened, Horizon multi-asset fund range has been added to the Embark platform, High-yield bonds: set for success, selectively…. Weightings are aligned to five risk profiles. Horizon multi-asset fund range has been added to the Embark platform We are pleased to announce that the Horizon fund range is now available on the Embark platform. Embarkâs long-term vision is for OEMs to integrate Embark's technology with their truck platforms, which the OEMs will then sell with the maintenance and warranty support carriers demand. Horizon by Embark is the trading name of Embark Investments Limited which is the Authorised Corporate Director of the Embark Investment Funds ICVC. Formerly part of AXA, the Elevate platform is now a Standard Life proposition. Actively monitors each portfolio to ensure it is managed in accordance with its investment strategy and investment limits. 998606) and a wholly owned subsidiary of Embark Group Limited, with its registered office at 5th Floor, 100 Cannon Street, London EC4N 6EU. Nothing contained within this website should be construed as the giving of investment advice or a recommendation to invest. Embark Investments Limited does not give investment advice or recommendations in respect of any product or fund range. The information in this website is not directed at any US Person. The EV risk assessor is available in the Financial Advisor section of the Advance by Embark platform. Actively manages the underlying funds to reflect where they believe the best opportunities lie. Embark Pensions is a trading style of EBS Pensions Limited. The Model Portfolio Analyser tool provide by FE, plots the risk and return of a fund/portfolio of funds and offers the ability to compare this against one or more model portfolios (including your own) that are available for investment on the Advance Platform. For more information, tools and resources please visit our COVID-19 page. The full range of permissible charges are Based on market leading FNZ technology the platform has high levels of automation with no wet signatures required. Latest market views and outlook from Alex Lyle at Columbia Threadneedle Investments. It is aligned to risk profile 4, meaning it aims to deliver growth through assets that may demonstrate moderate to large price fluctuations, with greater exposure to equity and some fixed income securities and property. The Model Portfolio Analyser tool provided by FE plots the risk and return of a fund/portfolio of funds and offers the ability to compare this against one or more model portfolios (including your own) that are available for investment on the Advance Platform. By clicking the acceptance button below, you are confirming that (i) you are an institutional investor (Professional Client) OR (ii) you are a Financial Adviser AND (iii) that you have read the terms and conditions and you agree to be bound by them. Embark Investments are committed to the integration of fundamental ESG principals into the Horizon Multi Asset Fund range and continue to evolve the Horizon Funds in line with changing investment markets and client needs. ... Embark Platform is a trading name of Embark Investment Services Limited (EISL) which is a wholly owned subsidiary of Embark Group, a company incorporated in England and Wales (company number 09955930). If you have any questions about the Advance by Embark platform, contact your Account Manager on 0345 607 2013. For you personally and your fellow colleagues to work so tirelessly and go way beyond the call of duty at such a difficult and trying time is humbling beyond my wildest expectations. Through the Advance by Embark Platform we make available a broad range of investment funds. Embark Group General Information Description. mbark platform Client Charges uide for inancial Solutions imited dvised Clients 1 USING THIS GUIDE This guide outlines the charges that could apply to your Embark account(s). We have been using the Horizon Funds as part of our Centralised Investment Proposition for clients since 2015. Their proprietary RI ratings tool provides insights into a company’s leadership, governance, culture and operational standards of practice, with a focus on issues that are material to its long-term performance. The Embark proposition. The Embark Horizon fund range is provided by Embark Investments Limited to give you and your financial adviser a simple, straightforward way to help you achieve your financial goals. This could mean there is a greater exposure in the underlying funds towards equities, lower exposure to fixed income securities and some exposure to property. Please be aware that if you disable cookies some functionality on the site will not work. There are 10 risk rated model portfolios available from Morningstar through the Advance by Embark Platform. For those enjoying retirement, it offers a wide range of income solutions, giving them added flexibility and control. If you plan to invest in funds (as most investors do then you can do this easily using our heatmaps. Built on proven FNZ technology, the platform provides advisers Experts representing the three layers of the Horizon process discuss the key issues that will affect advisers and their clients in 2021 and beyond. Asset Allocations are updated on a quarterly basis. A platform by experts, for experts. Let our impartial fund research specialists help you assess and select the right funds for your client. Please note that the funds are managed to the EV 1-5 scales, therefore the mapping to other tools could change over time. If your client decided to use an Embark Option SIPP with an Embark TPIA instead, the fees will be⦠£228 (£190 plus VAT) + £662.50 (TPIA fees) = £890.50. The tax position of any fund or product will depend on the personal circumstances of the investor and tax rules may change in the future. Due to fluctuations in the performance of individual investments, investing in a single asset class rarely meets investors’ objectives. Utmost Limited offer a range of offshore bonds through which the investments can be managed on the Advance by Embark Platform. The award-winning Horizon multi-asset fund range, part of the Embark Group, is now available on both the 7IM and Nucleus platforms. This website is for professional advisers only. Therefore you need to compare the charges of every investment platform provider taking the aforementioned factors into account. Access to a range of independent tools from EValue and Financial Express. In 2020 Columbia Threadneedle received an overall PRI assessment rating of A+, the highest rating possible which they have enjoyed for the sixth year running. No guarantee is given for the performance of any of the funds. The contents and information in this website is not for use by retail clients. But how seamless and streamlined the platform is, remains to be seen. Get a snapshot of what has happened over the past quarter in the Horizon funds. A saving of £559.50 per annum! Fund ideas from our experts. Let our impartial fund research specialists help you assess and select the right funds for your clients. Provides the investment framework with forward-looking asset allocations. Embark Investments Limited does not give investment advice or recommendations in respect of any product or fund range. Discover how our five risk-profiled multi-asset solutions can create better long-term outcomes to help you match your clients’ needs. Registered Office: 100 Cannon Street, London, EC4N 6EU. Through the Platform we make available a comprehensive choice of mutual funds and exchange traded assets, as well as providing access to a range of accounts and investment solutions giving you the flexibility you need to deliver to your clientsâ investment strategy needs. Horizon by Embark is a trading name of Embark Investments Limited, a company incorporated in England and Wales (company number 03383730). EBS Pensions Limited is a company registered in England (No. By continuing to use our website we will assume that you are happy to receive non-privacy intrusive cookies. Download application forms and literature for each of our schemes. Embark platform offers: ⢠Around 5,000 mutual funds ⢠Listed securities and investment trusts ⢠Around 3,000 exchange-traded investments ⢠We offer a ⦠The range of funds made available through our ISA and Investment Accounts are to help meet the needs and expectations of our customers. The value of funds can fall and rise purely as a result of exchange rate fluctuations. The five risk-profiled multi-asset funds available can be ⦠Meanwhile, Embarkâs chief executive, Phil Smith, was happy to rule out the company as a buyer, suggesting Zurichâs IFA platform would appeal to âblue chipâ market participants instead. The six principles for the PRI match the framework that Embark Investments employs to oversee the Horizon funds, helping us to embrace an international standard. © 2021 Horizon by Embark | All Rights Reserved. It is aligned to risk profile 5 – the highest in the range – meaning it aims to deliver growth through assets that may demonstrate large price fluctuations, with greatest exposure to equity and some exposure to property. Read our cookies policy to find out more about our cookie use and how to disable cookies. Embark Investments, as the Authorised Corporate Director (ACD) of the Horizon fund range, is a signatory of the United Nations supported Principles for Responsible Investment (UN PRI), a globally recognised benchmark for the consideration of Environmental, Social and Governance (ESG) issues. For a full list of the discretionary investment managers on the Advance by Embark platform, download the DFM list. © 2021 Advance by Embark | All Rights Reserved. This information is correct as at 1 June 2020. Your use of this website is subject to the terms of use set out in the website. The higher the risk profile of the Horizon fund, the higher risk of the underlying funds it invests in. The ACD monitors the funds through a number of ESG-related indicators on a monthly basis and proactively engages with the appointed investment manager, Columbia Threadneedle Investments. Clients can invest in the Embark Horizon Multi-Asset Funds through products available on the Embark Advance Platform.
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