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Factor Investing for HNW GIA Clients: Why Structure Matters
On-demand webinar
This webinar has now taken place. Watch the recording below at a time that suits you.
About this webinar
Advisers working with higher net worth clients investing through General Investment Accounts (GIAs) often need to balance investment objectives with tax considerations.
In this recorded webinar, Jonathan Griffiths CFA, Head of Investment at ebi, explores factor investing, a unitised fund of funds structure, increasing concentration within global equity markets, and the client circumstances where the ebi Global Factor Fund of Funds may be appropriate.
What this webinar covers
• How factor investing differs from traditional market-capitalisation-weighted investing and the role of value, size, quality and momentum factors.
• How a unitised fund of funds structure operates and the potential tax considerations associated with investing through a General Investment Account.
• The implications of increasing concentration within global equity markets and why some advisers are considering factor-based investment approaches.
• The client characteristics and circumstances where the ebi Global Factor Funds may be appropriate.
Tax treatment depends on individual circumstances and may change in the future.
Download the Global Factor Fund of Funds Product Profile
Download the Product Profile to learn more about the investment approach, portfolio structure and key features of the ebi Global Factor Funds.
Learn more about the ebi Global Factor Fund of Funds
Explore how the Global Factor Funds is structured for higher net worth clients investing through a General Investment Account, including the potential tax considerations of a unitised fund of funds structure and the role of factor investing in addressing concentration within global equity markets.
Discuss the Global Factor Fund of Funds
If you’d like to discuss the topics covered in this webinar or explore whether the ebi Global Factor Fund of Funds may be appropriate for your clients, book a short introductory call with Dan Gregory, Business Development Executive.
Dan works with financial advisers across the UK and can answer questions about the Global Factor Funds, its investment approach and how it may support client conversations.
Presented by Jonathan Griffiths CFA, Head of Investment
Jon is Head of Investment at ebi Portfolios. Joining ebi in 2023, he has 14 years’ experience in the investment industry, including roles as an Investment Specialist within a fund manager and as an Investment Analyst within an investment consultancy.
Jon is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients.
Jon 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), CFA Institute Sustainable Investing Certificate, CFA UK Certificate in Climate and Investing, and the CFA UK Certificate in Impact Investing.
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This webinar was originally delivered as a structured CPD session. The recording is provided for information only and does not qualify for structured CPD.
This webinar was recorded on 23 July 2026. References to legislation, taxation and regulation reflect the position at the time of recording.