A discretionary
investment manager built for financial advisers
Evidence based investment solutions that simplify your proposition and free you to focus on clients.
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Why advisers choose ebi
ebi was founded by a financial adviser to help firms simplify investment delivery through disciplined portfolio management, adviser focused technology and long term partnership support.
Founded by an adviser,
built for advisers
We understand the operational, regulatory and client communication challenges advisers face because ebi was created specifically to support adviser firms.
Research-driven
investment methodology
Our evidence based investment process combines academic research, factor investing, tolerance based rebalancing, and disciplined portfolio construction.
Long-term partnership focus
We build lasting relationships with adviser firms through responsive support, strategic collaboration and investment consistency.
Investment Solutions
Three ways to access the same systematic investment philosophy.
Managed Portfolio Service (MPS)
A range of evidence based managed portfolio service solutions designed to meet a wide range of investor needs, including global diversification, factor tilting, ESG screening, and lower volatility investment strategies.
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Unitised Investment Solution
Our Global Factor Fund of Funds range delivers the same ESG screened, and factor tilted methodology behind our award-winning Earth portfolios1, now in a single, unitised structure designed for cost and tax efficiency*.
*Tax laws may be subject to future change.
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Bespoke Portfolio Solutions
We provide highly tailored and bespoke discretionary portfolio management strategies specifically engineered for established financial advisory firms that oversee substantial assets and require sophisticated, institutional-grade investment solutions.
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Technology & Support
We combine investment expertise, technology and support to help advisers deliver scalable investment solutions.
The Vault is ebi’s online portal providing interactive portfolio analysis, investment reporting and portfolio insights designed to support clearer client investment conversations.
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Our Partners
Industry Recognition
ebi is dedicated to achieving excellence, and our industry has acknowledged our efforts. Our awards are a testament to the high levels of service we offer our clients, our innovative technology and investment proposition.
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Helping advisers succeed
What our advisers have to say about us.
“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.”
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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.”
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Tina, Lincoln
Let’s talk
Talk to our team to discover how ebi could scale your investment proposition.
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Sources
1. Investment Week Sustainable Investment Awards 2025 – Best Sustainable/ESG Investment Portfolio Range
Disclaimer
The content on this site is created specifically for independent financial advisers and other professionals. Information contained on the following pages should not be used or relied upon by retail investors.
Capital at risk. The value of investments can go down as well as up, and you may not get back the amount you invested.
Past performance is not a reliable indicator of future results.