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: