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Zurich to Embark Group

by Nicola Crozier / Wednesday, 20 November 2019 / Published in Financial news

 

                     

Zurich to Embark Update – You may have picked up on the news that Zurich have announced that they intend to sell their wealth platform from Zurich to Embark Group. We wanted to update you as early in the process as we possibly can.

We want to start by saying that our commitment to a trusted investment platform to house your investments is a critical part of our promise to you and rest assured that this will not change.

The Zurich wealth platform is our chosen home for the day to day administration of your investments.

It has no impact on investment performance as performance is managed by our investment manager which is Omnis.

Omnis are part of the Openwork group and again, this situation will not change.

Right now nothing is changing and you can be assured that we will be overseeing this change of ownership very closely.

This will ensure that we continue to work with a trusted partner in managing the day to day running of your investments.

You do not need to do anything at the moment and we will keep you informed throughout the process and let you know of any future implications in good time and with clarity.

To summarise, there will be no changes for you during the Zurich – Embark Group changeover and I will continue to be your Financial Adviser along with my team of administration staff.

In the meantime, if you have any further questions, please do not hesitate to contact us using the link below:

https://vincentthrop.co.uk/contact-us/

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Important Information

The information on this website is subject to the UK regulatory regime and is therefore intended for consumers based in the UK.

Vincent Throp Limited is an appointed representative of Openwork Limited who are authorised and regulated by the Financial Conduct Authority.

West Lothian Address

Suite 3-5 Pinnacle House
Mill Road Industrial Estate, Mill Road
Linlithgow
West Lothian
EH49 7SF
United Kingdom

01506 848799

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Oxfordshire
OX28 4BH
United Kingdom

01865 587116

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Vincent Throp Limited is a financial planning consultancy with over two decades’ experience in financial planning and wealth management. Our office is based in Linlithgow, Scotland but we travel throughout the UK to meet with clients.

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