ebi Quarter Four 2024 Update

Online

Jonathan Griffiths CFA and Debbie Holmes at ebi will provide a quarter 4 macroeconomic overview followed by an asset class review and ebi portfolio update.

Beyond Active vs Passive: Is there a Goldilocks solution

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The rapid rise of AI-driven innovation has reshaped markets, but with it comes significant volatility. How can investors navigate these turbulent waters without getting caught in the extremes of active vs passive investing.

ebi Quarter One 2025 Update

Online

Jonathan Griffiths CFA and Debbie Holmes at ebi will provide a quarter 1 macroeconomic overview followed by an asset class review and ebi portfolio update.

The Great Wealth Transfer with Vanguard

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Join us for our latest webinar, where ebi will be teaming up with industry leader Vanguard, to present on the Great Wealth Transfer. Set to be an exciting session, ebi and Vanguard will provide a summary of the significant intergenerational transfer in wealth we will soon see in the UK and globally, tips on how to approach the at times challenging topic of legacy, and how best to approach this with your clients.

Communicate Like A Comic

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Discover what professional comedians do before, during, and after a performance to engage their audience and deliver with impact—and how to apply the same techniques to your client conversations, pitches, and presentations. These tools will help transform your communication.

Reimagining Wealth Through Simple Sketches

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Join us for an exclusive session with Carl Richards bestselling author, and creator of The Sketch Guy column in The New York Times—as he explores how simple visuals can dramatically improve how you engage with clients.