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.
ebi Quarter Three 2024 Update
OnlineJonathan Griffiths CFA and James Fouche at ebi will provide a quarter 3 macroeconomic overview followed by an asset class review and ebi portfolio update.
Beyond Active vs Passive: Is there a Goldilocks solution
OnlineJonathan works in the Client Relations team to assist clients with ongoing queries, and has also spent some time in the Investment Team where he helped create InSight reports and supported in writing market commentary.
ebi Quarter Four 2024 Update
OnlineJonathan Griffiths CFA and Debbie Holmes at ebi will provide a quarter 4 macroeconomic overview followed by an asset class review and ebi portfolio update.