ebi’s Cash Plus Portfolio Product Launch

ebi’s Cash Plus Portfolio Product Launch

Ashley Owen and Jonathan Griffiths, CFA, introduce ebi’s new Cash Plus portfolio and how it fits into its product range.

Topics include:

• Understanding the Money Market asset class, and fund implementation frameworks
• Understanding the Short Duration Bond asset class, and fund implementation frameworks
• Exploring how sustainable investing is incorporated within the Cash Plus approach

Structured CPD Applicable. For Financial Professionals Only

Ashley Owen, Head of Business Development at ebi 

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. 

Jonathan Griffiths, CFA, Investment Product Manager at ebi 

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan is a CFA Charterholder, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.