Meet the Team
CEO & CIO
Craig Burgess is Chief Executive Officer of EBI Portfolios. Craig has been involved in financial services since 1992, with experience in the wealth management industry both as a financial adviser and serial entrepreneur. An early adopter of evidence based investing, Craig founded EBI Portfolios as the first ‘Turnkey Asset Management Program’ (TAMP) in the United Kingdom, to supply advisers with an outsource facility for investment management. In 2014, Craig launched Vantage, a Discretionary Fund Management (DFM) service to supply low-cost balanced fund management. Previously, Craig founded and sold Blackstone Wealth Management, a successful financial adviser practice. Craig holds the Investment Management Certificate, is a Certified Financial Planner, Chartered Financial Planner and is a Fellow of the Personal Finance Society.
Guzz Burgess is a Director of EBI Portfolios. Guzz has been involved in financial services since 1991, both as a financial adviser and business owner. Previously, together with husband Craig, Guzz founded and sold Blackstone Wealth Management, a successful Wealth Management practice. Guzz was one of the early adopters of fee-only advice (implemented in 2002, long before it became mandatory in 2013), wrap platform technology (shortly after it became available in 2001), and evidence based investing, now one the fastest growing forms of fund management in the UK, in small part due to the influence of EBI. Guzz is one of the key driving forces behind EBI, having a passion for building a business of resources designed to help advisers deliver a robust investment proposition to their clients.
Samuel Adams joined EBI’s board as a Non-Executive Director in September 2020, bringing a wealth of experience as a senior manager in the financial services sector, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike. Previously, Sam started Dimensional’s Financial Advisor business in the UK & Europe, leading it for 10 years. In 2016 he founded Vert Asset Management, a dedicated ESG investment manager that is focused on making sustainable investing easier for financial advisers and their clients. Sam is leading EBI’s charge into the adoption of sustainable and ESG investing, and aiding in delivering this philosophy to advisers and investors.
Chief Operating Officer
Harry Hitchcock is Chief Operating Officer at EBI. Joining the company in 2019, Harry is responsible for overseeing the day-to-day administrative and operational functions of the business, coordinating between departments to manage and control diverse business operations and functions crucial for EBI’s growth. Harry has a background in digital marketing and systems management within the pharmaceutical and medical research industry, holds the CIM Professional Diploma in Marketing, and is working towards the ISM Diploma in Strategic Sales Management.
Head of Business Development
Ashley Owen is Head of Business Development at EBI Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing EBI and presenting the solutions offered. Ashley has a background in investments and wealth management, both in the channel islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships. Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.
Head of Client Relations
Nick Walker is Head of Client Relations at EBI Portfolios. Joining in 2016, Nick has oversight of all client relations for EBI’s core activities, providing advisers with evidence based portfolio construction and all associated resources they might need to help them advise and manage their clients. Nick also works closely with wrap platforms and is responsible for portfolio rebalancing and platform integration. Nick has over 10 years’ experience in financial services and since joining EBI, has completed the following qualifications; R01 Financial Services, Regulation and Ethics, R02 Investment Principles and Risk and R03 Personal Taxation.
Amun Burgess works within the Client Relations team at EBI, supporting the Sales Team and assists in maintaining the company’s day to day activities. Alongside Claire, Amun provides support and deals with any queries new and existing EBI members may have, as well as other members of the team at EBI. Amun has completed the CII’s R01 Financial Services, Regulation and Ethics qualification as well as holding the CFA UK Level 4 Certificate in ESG Investing.
Business Development Manager
Debbie Holmes is Business Development Manager at EBI Portfolios. Joining in 2017, Debbie is responsible for introducing EBI Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials EBI provides it’s members. Debbie also works closely with the EBI team to provide feedback and development ideas from advisers. Debbie has over 17 years’ experience in financial services, holding a BA (Hons) Business Management, 2:1 from Wolverhampton University, a Certificate in Mortgage and Advice Practices (CeMAP) and in January 2021 gained the CFA UK Certificate in ESG Investing.
Business Development Manager
Tony is a Business Development Manager who joined EBI Portfolios in 2021 and brings over 20 years’ experience both as a Financial Planner and business development manager within the intermediary sector. Tony understands the ever evolving regulatory challenges and how technology and contemporary portfolio construction can respond to these. Tony has a particular interest in practice development and contemporary, dynamic and robust Centralised Investment Propositions. He has a broad awareness of the spectrum of adviser tech which can support scalability and superior client outcomes and engagement. Tony holds the Diploma in Professional Financial Advice (Dip PFA) and the Investment Management Certificate (IMC).
Client Relationship Manager
Claire Rudge is Client Relationship Manager at EBI Portfolios. Claire was originally employed by EBI’s previously owned advisory firm Blackstone Wealth Management as Office Manager, supporting the in-house adviser and looking after the firm’s clients. Towards the end of 2019, Blackstone Wealth Management was sold and Claire moved across to join the EBI team to apply her knowledge of working within an advisory practice, providing support to both its existing/new members and the team at EBI. Claire holds a Certificate in Financial Administration and Para-planning (CeFAP) and since joining Blackstone/EBI has successfully completed the following qualifications; R01 Financial Services, Regulation and Ethics and R02 Investment Principles and Risk.
Client Relationship Manager
Zayn Baroo works within the Client Relations Team as Client Relationship Manager, joining the team in May 2021. Zayn has over 8 years private banking/Wealth Management experience and is currently working towards his MSc in Wealth Management. Zayn has also completed the following qualifications; CII R01Financial Services, Regulation and Ethics, Professional Bankers Certificate, Bloomberg Market Certificate and has experience using the Bloomberg software.
Raj is an Investment Analyst at EBI Portfolios. Joining in 2020, Raj has responsibility for the Q² reports helping advisers better understand their portfolios as well as assisting with performance reporting and analysis resources. Raj also writes the monthly and quarterly market commentaries as well as conducts fund research and analysis. Previously a financial analyst at npower, he holds a BSc in Economics with Accounting, 2:1 from Loughborough University, and an MSc in Investment Analysis, with Merit from Aston Business School, and is a CFA candidate.
Josh Clarke is an Investment Analyst at EBI Portfolios. Joining in 2018, Josh is responsible for EBI’s evolving performance and analysis resources, trading and rebalancing, as well as helping develop EBI’s ESG integrated portfolios. Josh is a BSc Economics and Finance graduate with first class honours and obtained a diploma in European Business Administration through Erasmus. He holds the Investment Management Certificate, CFA UK’s Diploma in ESG Investing and is a CFA Level 1 candidate.
Amar joined EBI Portfolios in 2021 as an Investment Analyst. He is responsible for portfolio construction and management, performance reporting, fund research and analysis using Morningstar and Style Analytics, and is the Secretary of the Investment Committee. Amar holds a BSc in Financial Economics, 1st from University of Leicester, and an MSc in Investments, from Birmingham Business School where he was awarded the MSc Investments prize and MSc Investments Dissertation prize for the highest overall scores on the 2020/21 programme.
Ben Hadley-Evans is the IT Manager at EBI Portfolios. Ben joined the company in 2014, primarily focusing on the EBI website and its many member-only features. He maintains critical IT infrastructure within the EBI office and in the cloud. Ben holds a BSc in Computer Science from the University of Wolverhampton.
Ryan Aspinall is a C# Developer at EBI Portfolios, working closely alongside Mitchel to maintain and develop the company’s adviser tools and product offering, including Turnkey and the Vault. After graduating from Loughborough University in 2017 with a BSc in Computer Science, Ryan has focused on specialising in .NET and Oracle development frameworks.
Iain Brazendale joins as a Senior Developer, focusing on EBI’s digital product offering; the Vault, Turnkey and Members Area. He has over 30 years of software development experience ranging from embedded systems to cloud projects. As well as qualifications in software development, Iain also holds a BA in Business Management from Stafford University.
Catalina Luchian-Placinta is an IT Support Engineer at EBI Portfolios. Catalina joined EBI in 2021 just after graduating from an IT Technician Traineeship specialising in troubleshooting hardware and software issues. She holds a CompTIA A+ certification and a MSc Project Management from the Bucharest Academy of Economic Studies. With over 10 years work experience she is able to successfully provide technical solutions to non-technical team members.
Scott Waistell is the Marketing Manager at EBI Portfolios. Scott joined in June 2021 and brings with him 15 years’ marketing experience. He is responsible for campaign management, digital advertising, content production and CRM. Scott has recently achieved a CIM Professional Diploma in Digital Marketing.
Digital Marketing Executive
Arun Burgess is a Digital Marketing Executive at EBI portfolios. Arun joined in October 2020 and holds a BSC Business with Marketing from University of Brighton and a MSC Digital Marketing from Kings College London. Arun has responsibility for CRM database maintenance and communications, social media advertising and reporting.
Graphic Designer & Content Creator
Jason Murphy is a Graphic Designer and Content Creator at EBI Portfolios. Jason joined in 2020 and brings with him 8 years’ experience working in the creative industry, since graduating in Graphic Design (Ba Hons 2:1) from Staffordshire University. Jason maintains and develops the look and feel of the EBI brand and brand assets across web, email, digital, social and print media.