WebApr 22, 2024 · He joins Embark Group from Alliance Trust Savings. With over 10 years of experience within life and pensions, investment administration, platforms and banking; Kirstie has specific experience in the application and on-going compliance with the FCA Client Asset Sourcebook (CASS). She also joins Embark Group from Alliance Trust … WebFeb 3, 2024 · By Imogen Tew Embark has completed the transfer of £7bn of advised assets to its platform following its acquisition of the client books of Alliance Trust Savings more than a year ago. The...
Embark fee change to see some ATS clients pay 300% more
WebFeb 3, 2024 · Embark platform will now host the savings and investments of over 41,000 additional clients and 30,000 accounts, having delivered on its migration plans set out at the time of acquisition. Over 100 ATS employees have … WebThe firm is a registered investment adviser with the states of Arizona, California, Florida, Georgia, Illinois, Maryland, Minnesota, Missouri, New Jersey, New York, North Carolina, … cornwall walmart ontario
Embark embarks on platform domination...
WebJan 10, 2024 · Peter Docherty had been CEO and managing director of Embark since December 2024. Before that, he was chief executive and chief risk officer at Alliance … WebJan 21, 2024 · One IFA using Embark, Future Life Capital, told FTAdviser the change will see 89 per cent of its clients experience an increase in fees. Of this client majority, 39 per cent will pay 100 per cent... WebJun 6, 2024 · Feetup Forumite. 10 Posts. My IFA is recommending Alliance Trust Savings as my savings 'platform', yet a search on here gives almost no information. I understand from press coverage at the time, that they were bought by Interactive Investor in July 2024 and sold on to Embark Group 3 months later. ATS lost £19.3m in 2024, but recovered to … fantasy\\u0027s 6h