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Embark bolsters team with James Hay and Coutts hires

Chris Smeaton joins as commercial marketing group head from James Hay


Embark Group has announced a raft of appointments, including hiring from James Hay and Coutts.

Michael McKelvey joins the business as senior programme manager having previously worked as an executive director at private bank Coutts.

Chris Smeaton joins as commercial marketing group head from James Hay where he spent 17 years.

Simon Smith has been appointed group head of client money operations. He joins Embark from FxPRo where he was operations director and research head.

Abbie Knight has been appointed digital marketing group head alongside her responsibilities as director of Discus, Embark’s discretionary investment research arm.

Embark Group chief executive Phil Smith: “[The appointments] are further evidence of our attractiveness to ‘hungry’ talent in this changing marketplace, and our ability to attract quality from within and without our competitor universe.”



Hornbuckle parent acquires DFM research business Discus

Embark Group, the owners of Sipp provider Hornbuckle and platform Avalon, has bought discretionary fund management research business Discus. The price of the deal was not disclosed. Discus will sit alongside The Adviser Centre and Scopic Research, Embark’s other investment research businesses. Embark said the move was targeted at helping advisers make better investment decisions. […]

Canada Life annual IHT survey results

75% of wealthy unaware of new residence nil rate band IHT allowance Just 4% were aware the new allowance will be up to £175,000 per individual Lack of awareness of IHT rules means families risk paying a bigger bill than they need 83% think the current inheritance tax rules are far too complex A remarkable […]


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