Cookie Settings

Insights

Client segmentation: is yours fit for purpose?

By Ben Peele, PortfolioMetrix

Embark Adviser newsletter

With the nation slowly returning to some sort of normality, now is a good time for advisers to dust off their ‘to do’ lists and make sure they are in a healthy place when it comes to satisfying the regulator.

Read more

Investment portfolio stress-testing

By Dr Quintin Rayer, P1 Investment Management

Embark Adviser newsletter

Recent events have demonstrated to advisers, clients, and wealth managers that risk remains ever-present. Beyond the challenges and implications of Brexit negotiations, one approach is to stress-test investment portfolios.

Read more

Value investing: dead or alive?

By Peter Toogood, CIO, Embark Group

Embark Adviser newsletter

Growth continues to trounce value, and the fear of a deep recession resulting from the pandemic has only reinforced the belief that economic growth remains elusive and that, therefore, corporate earnings will be scarce.

Read more

A Manager’s quarterly review of 2020

By Asim Javed, Alpha Beta Partners

Embark Adviser newsletter

Quarter two began with the financial markets in distress, triggered by the economic implications of Coronavirus. Equities and commodities were registering extreme volatility readings not seen since the 2008 Global Financial Crisis. Looking ahead, are the consequences far from over?

Read more

Building clients’ trust through Investment Philosophy

By David Norman, TCF Investment

Embark Adviser newsletter

In a world of ever increasing complexity, clients can take comfort from knowing that their investments are under the stewardship of professional advisers and managers.

Read more

Because you’re worth it: articulating the value of advice

By Ben Peele, PortfolioMetrix

Embark Adviser newsletter

Do you struggle to quantify the value clients gain from engaging with you? Many aspects of the service provided by financial advisers can’t be measured in monetary terms, so it can seem like a daunting exercise.

Read more