Embark service issues sees advisers vote with their feet
Advisers have been moving millions of pounds off the Embark platform after increasingly poor levels of service and ‘misleading’ communication sent to clients.
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Advisers have been moving millions of pounds off the Embark platform after increasingly poor levels of service and ‘misleading’ communication sent to clients.
LV= and Embark Group are set to introduce an LV= branded service that will allow advisers to trade the provider's smoothed managed investment fund (SMF) range on Embark’s platform technology.
Canaccord Genuity Wealth today launches an Environmental, Social and Governance (ESG) portfolio range available on Embark Platform. Financial advisers using the Embark Platform will now be able to provide their clients with three new ESG-led portfolios that directly support the UN Sustainable Development Goals, following a surge in demand for ethical investment propositions since the Covid-19 pandemic and in recent years*. These Canaccord ESG portfolios will focus on positive impact programmes that actively benefit society and the environment, such as nutrition and sanitation initiatives. Th...
New Canaccord ESG offering launched on Embark Platform Focus on positive impact programmes Canaccord Genuity CEO David Esfandi Canaccord Genuity Wealth has launched a range of three ESG portfolios on Embark Platform, in response to the "ever-growing focus on ESG issues" amid the Covid-19 pandemic. ESG Cautious Balanced, ESG Balanced and ESG Growth will be managed by investment director, head of ESG investments Patrick Thomas, with a focus on positive impact programmes that actively benefit society... To continue reading... Tel: +44 (0)1858 438 427 Register Now Investment Week helps enlighten...