Introduction to ebi’s SRI Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi
OnlineAshley Owen and Jonathan Griffiths, CFA, introduce ebi's new SRI portfolio suite and how it fits into its product range.
Join Verve and ebi to talk about adviser blind spots when building a CIP
OnlineJoin Verve and ebi to talk about adviser blind spots when building a CIP.
Building a better business proposition with ebi and The Verve Group
Birmingham, Revolución de Cuba, B2 5BN Revolución de Cuba, Birmingham, West Midlands, United KingdomBuilding a better business proposition with ebi and The Verve Group
ebi Quarter One 2024 Update with Daniel Phillips of Northern Trust and Jonathan Griffiths of ebi
OnlineDaniel Phillips, Director, Asset Allocation Strategy at Northern Trust will provide a macroeconomic overview followed by an asset class review and ebi portfolio update from Jonathan Griffiths, CFA, ebi’s Investment Product Manager.
How behavioural biases can hinder client appetite for long term investing with James Fouche of ebi
Guildford, Cozy Club, GU1 3QY Cozy Club, Guildford, United KingdomHow behavioural biases can hinder client appetite for long term investing with James Fouche of ebi James will discuss how behavioural biases a can hinder client appetite for long term investing. Plus, retiree bond market lessons from South Africa. Join us from 11am for coffee. Structured CPD Applicable. For Financial Professionals Only James Fouche James is the passionate South African in the team. His love for rugby is closely rivalled by his interest in financial markets.…
Introduction to ebi’s Impact Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi
OnlineJames Fouche and Jonathan Griffiths, CFA, introduce ebi's new Impact portfolio suite and how it fits into its product range.
How to build a CIP with Debbie and Keaton from ebi, plus Sian Davies Cole from Plan Works
Manchester, Revolution, M1 5LH Revolution, Manchester, United KingdomHow to build a CIP with Debbie and Keaton from ebi, plus Sian Davies Cole from Plan Works
ebi’s Cash Plus Portfolio Product Launch
OnlineAshley Owen and Jonathan Griffiths, CFA, introduce ebi's new Cash Plus portfolio and how it fits into its product range.
Cleaning the Green: Preparing for the FCA’s green washing regulations with Rebecca Kowalski and Alan Whittle
OnlineDebbie will discuss the FCA’s upcoming ‘Greenwashing’ regulations with Rebecca Kowalski of Overstory Finance and Alan Whittle of Unburdened Solutions.
MPS Technology: Improving Client Engagement
Onlineebi’s James Fouche takes a broad look at ebi’s multi-award-winning technology stack, and how it’s been designed and built around facilitating client engagement.
ebi Quarter Two 2024 Update with Jonathan Griffiths, CFA of ebi
Onlineebi Quarter Two 2024 Update with Jonathan Griffiths, CFA of ebi
MPS Technology: Improving Client Engagement
Onlineebi’s James Fouche takes a broad look at ebi’s multi-award-winning technology stack, and how it’s been designed and built around facilitating client engagement.