Events

Jonathan Simpson and Tom Ranft at ebi will provide a quarter one macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter One 2026 Update.

With rising regulatory pressure and complex client needs, financial advisers need a clear and robust approach to client retirement planning.

Retirement planning has traditionally focused on financial readiness, but advisers increasingly recognise that psychological wellbeing may also play an important role in shaping outcomes.

Advisers are facing increasing complexity in sustainable investing, with greater scrutiny around ESG, ongoing regulatory developments, and growing client demand for clearer evidence of real-world outcomes.

Jonathan Simpson at ebi will provide a quarter one macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Two 2026 Update.

High net worth clients with significant General Investment Account assets often present advisers with unique investment challenges. In this session, ebi’s Jonathan Griffiths, CFA explores the case for a unitised fund of funds approach, including the role of factor investing, integrated ESG screening and the potential tax implications of Irish domiciled funds.

Jonathan Simpson at ebi will provide a quarter one macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Three 2026 Update.

Jonathan Simpson at ebi will provide a quarter one macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Four 2026 Update.