Embark Investment Services Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 737356). UK-based retirement solutions provider Embark Group has completed its M&A deal with insurer Zurich; which saw it buy the Swiss insurer’s retail and investment platform (Sterling Isa Managers), and its authorised corporate director (ACD) and investment management (Zurich Investment Services UK) … Advance by Embark is the former Zurich Intermediary Platform, which was purchased by Embark in 2020. Visit The Website. Embark Group is a fast growing, diversified, financial services business and one of the largest retirement solutions providers in the UK. Embark Group rebrands Zurich platform. Embark Group is pleased to announce that it has agreed to acquire Zurich’s Investment and Retail Platform business (Sterling ISA Managers Limited) and its Authorised Corporate Director (ACD) and Investment Management business (Zurich Investment Services (UK) Limited) for an undisclosed consideration, as it further increases its presence in the UK … Advance by Embark. Meanwhile, Embark’s chief executive, Phil Smith, was happy to rule out the company as a buyer, suggesting Zurich’s IFA platform would appeal to “blue chip” market participants instead. 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. 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). As a fundamental part of any successful adviser business, platforms need to be versatile, dependable and easy to use. Embark Group is pleased to announce that it has agreed to acquire Zurich’s Investment and Retail Platform business (Sterling ISA Managers Limited) and its Authorised Corporate Director (ACD) and Investment Management business (Zurich Investment Services (UK) Limited) for an undisclosed consideration, as it further increases its presence in the UK … Investment Management (Zurich Investment Services (UK) Limited) businesses, as it continues to build its presence in the UK retirement and investment savings sector. The Advance platform delivers on all three of these, giving you more time to spend towards great client outcomes. Embark has been growing rapidly after its purchase of Zurich’s £11bn adviser platform in 2019. Advance by Embark is a trading name of Sterling ISA Managers Limited, a wholly owned subsidiary of Embark Group. Advance by Embark is the retail platform for the Embark group. It has grown through a string of major acquisitions, including that of Zurich's investment and retail platform last year. Embark to acquire Zurich Retail Investment Platform and Zurich Investment Services October 2019. Both the Retail Investment Platform, and the Investment Services business will now operate under new brands; Advance by Embark and Horizon by Embark, respectively. Embark agrees to acquire the Adviser and Partnership businesses of Alliance Trust Savings Embark Group appoints Lawrence Churchill CBE to its Board of Directors July 2019. We are excited by our new retail protection partnership with

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