*01/03/2025 to 28/02/2026. Net of fund ongoing charges and ebi’s discretionary management fee, but gross of any platform or advisory fees. Source: Morningstar Direct.
Important Information The value of investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.
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.
Supporting Client Communication
Plug and play support to keep your clients informed. ㅤ
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.
Providing a passively managed investment solution employing unique, tolerance based rebalancing, factor based investing and an ultra low cost 0.12% DIM fee. ㅤ ㅤ
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.
“I have been working with ebi for around 5 years and had some great support over that period. Their proposition has evolved alongside our own investment philosophy. Their ability to work really well with some of the best advisory platforms is a real benefit to us. I have recommended their investment services to my peers and will continue to do so.”
Richard, Bristol
“We have been outsourcing our centralised investment proposition to ebi Portfolios for over 10 years. ebi provide us with a future proofed investment solution, combining ESG screening and passive, factor based investing. All whilst driving down costs wherever possible to provide clients with a low cost, well diversified portfolio. We feel reassured that clients are in safe hands with ebi.”
Tina, Lincoln
“We now have a robust investment proposition that has helped to de-risk the business and totally simplify what we do. The back-up and technical support is outstanding. It also helps when you passionately believe in something too.”
Matthew, Leicester
“The support from all the team has been a key component in the development of my firm. Endless enthusiasm matched by a can do attitude. Great stuff, guys.”
Gary, Consett
“ebi’s assistance and helpful attitude has been instrumental in creating a robust approach for our clients’ needs. ebi also provided a hefty ‘snowball’ which enabled us to pick up even more for our own professional development and knowledge.”
David, Isle of Wight
“We originally chose ebi as their investment approach mirrored our in-house investment philosophy. Over the last few years, they enhanced the original offering by removing a UK bias and more recently introduced ESG portfolios. The discretionary service with its auto re-balancing has helped create extra efficiencies within our business and clients have responded positively to the lower carbon and sustainability of the new funds.”
Brian, Shrewsbury
“Partnering with ebi has enabled us to focus on what we as a firm do best, delivering a high-class Financial Planning service to our clients. The support materials provided by ebi are impressive, they enable us to explain the seemingly complex world of investments to clients in a way they can understand. I have no hesitation in recommending ebi to clients and other advisers alike.”
Graham, High Wycombe
We are delighted to be an Affiliate Member of the Consumer Duty Alliance
As an Affiliate Member of the Consumer Duty Alliance, we are committed to supporting the financial services sector in delivering excellent outcomes for consumers.
We contribute to the Alliance’s mission of promoting best practices, sharing expertise, and fostering a customer-centric approach in line with the FCA’s Consumer Duty.
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