Changing How the UK Invests
Supporting a Community of Financial Advisers
Turnkey Asset Management Program – providing a comprehensive range of services that extend beyond managing money, at a significantly lower cost.
We offer Reliance on Others and Agent as Client contracts
ebi offers both Reliance on Others and Agent as Client contracts. These are the two main ways advisers may wish to contract with a Discretionary Investment Manager (DIM). The key difference between the two is who the DIM treats as their client.
The EBI Difference
Research, Tools & Analysis
At a fundamental level we support advisers in de-risking their business. We provide a compliance framework which documents why investment decisions have been made, supporting advisers in the process of implementing an investment solution, as well as a suite of investor friendly presentation tools
Creating an Adviser Community
EBI was built upon the foundation of a wealth management business, so we have the adviser experience in mind. We take as much administration away from the adviser as possible, so you can focus on doing what you’re best at – providing the best outcome for clients and building your business
