Evidence Based Investing

How behavioural biases can hinder client appetite for long term investing with James Fouche of ebi
2024-04-25 12:00 - 14:00 (Europe/London) | Guildford, Cozy Club, GU1 3QY, Cozy Club, Guildford, GU1 3QY, United Kingdom
How 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

Book your place

James Fouche

James is the passionate South African in the team. His love for rugby is closely rivalled by his interest in financial markets. He joined as a Business Development Manager in 2022. James is skilled at articulating complexity into simplicity and is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides their members.

Introduction to ebi's Impact Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi
2024-04-30 13:00 - 14:00 | Online
Introduction to ebi’s Impact Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi

James Fouche and Jonathan Griffiths, CFA, introduce ebi’s new Impact portfolio suite and how it fits into its product range.

Learning objectives:

Understanding how Impact fits within the spectrum of sustainable investing

Exploring equity impact investing methodologies, including as part of a passive rather than active approach

Exploring the Global Green Bond asset class, and how it fits into the wider sustainable fixed income landscape (Edited)

Structured CPD Applicable. For Financial Professionals Only

Book your place

James Fouche, Business Development Manager at ebi

James is the passionate South African in the team. His love for rugby is closely rivalled by his interest in financial markets. He joined as a Business Development Manager in 2022. James is skilled at articulating complexity into simplicity and is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides their members.

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan 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) and the CFA Institute Certificate in ESG Investing.

How to build a CIP with Debbie and Keaton from ebi, plus Sian Davies Cole from Plan Works
2024-05-15 12:00 - 14:00 | Manchester, Revolution, M1 5LH, Revolution, Manchester, M1 5LH, United Kingdom
How to build a CIP with Debbie and Keaton from ebi, plus Sian Davies Cole from Plan Works

Hosted by Debbie and Keaton plus Sian Davies Cole from Plan Works will discuss ‘How to build a CIP’.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Debbie Holmes

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

Keaton Jones

Keaton is Business Development Manager within ebi. Joining in 2022, his main responsibilities include actively managing client relationships, researching new business opportunities, leading sales and training meetings and taking responsibility for day to day project management.

Sian Davies

Sian spent several years working in independent financial planning firms, then changed tack and entered the world of outsourced paraplanning. Sian believes paraplanning works best a a collaboration between financial planner and paraplanner, and having a strong awareness of the skills and personalities involved in both roles is key.

ebi's Cash Plus Portfolio Product Launch
2024-05-15 13:00 - 14:00 | Online
ebi’s Cash Plus Portfolio Product Launch

Ashley Owen and Jonathan Griffiths, CFA, introduce ebi’s new Cash Plus portfolio and how it fits into its product range.

Topics include:

Understanding the Money Market asset class, and fund implementation frameworks

Understanding the Short Duration Bond asset class, and fund implementation frameworks

Exploring how sustainable investing is incorporated within the Cash Plus approach

Structured CPD Applicable. For Financial Professionals Only

Book your place

Ashley Owen, Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered. Ashley has a background in investments and wealth management, both in the channel islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan 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) and the CFA Institute Certificate in ESG Investing.

Cleaning the Green: Preparing for the FCA's green washing regulations with Rebecca Kowalski and Alan Whittle
2024-05-23 12:00 - 13:00 | Online
Cleaning the Green: Preparing for the FCA’s green washing regulations with Rebecca Kowalski and Alan Whittle

Debbie will discuss the FCA’s upcoming ‘Greenwashing’ regulations with Rebecca Kowalski of Overstory Finance and Alan Whittle of Unburdened Solutions.

Topics include:

Understanding the FCA anti-greenwashing rules.

Identify how these fit into wider consumer protection measures.

Recognise how advisers might be at risk of greenwashing or inadvertently break the anti-greenwashing rules themselves.

Identify the sustainability naming and marketing rules and align your investment communications with these.

Understand the interaction with Consumer Duty.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Debbie Holmes

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

Rebecca Kowalski, Director at Overstory Finance

Rebecca decided to launch Overstory Finance to help IFAs embrace sustainable investing / financial planning and ensure that our profession fully plays its part in tackling nature, resource and climate challenges. Overstory delivers sustainable finance training, proposition building, due diligence and communications and collaborates with multiple stakeholders within finance, other professions, charities and business groups.

Alan Whittle, Director at Unburdened Solutions

Alan is a Chartered Financial Planner and Fellow of the Personal Finance Society, with an MSc (with Distinction) in Financial Planning and Business Management from Manchester Metropolitan University. Alan also holds specialist qualifications in Compliance and Sustainable Finance.

Alan splits his time providing Consultancy and Training to financial planning firms via Unburdened Solutions and Understanding Sustainability as well as between researching Behavioural Finance and Impact Investing for a PhD in Financial Planning with Manchester Metropolitan University, and lecturing in Sustainable Finance at Robert Gordons University in Aberdeen.

MPS Technology: Improving Client Engagement
2024-06-27 13:00 - 14:00 | Online
MPS Technology: Improving Client Engagement

ebi’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.

We will discuss:

Modernising conversations on client e.g. capacity for loss and risk appetite.

Tools to help client understanding of the active vs passive debate.

Discover how you can outsource investment due diligence and portfolio comparisons, at no extra cost.

All this and more within ebi’s technology suite, which has been designed by advisers for advisers.

No CPD. For Financial Professionals Only

Book your place

James Fouche, Account Manager at ebi

James is skilled at articulating complexity into simplicity and is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides their members.

ebi Quarter Two 2024 Update with Jonathan Griffiths, CFA of ebi
2024-07-22 13:00 - 14:00 | Online
ebi Quarter Two 2024 Update with Jonathan Griffiths, CFA of ebi

Jonathan Griffiths, CFA ebi’s Investment Product Manager will provide a macroeconomic overview, asset class review and ebi portfolio update.

We will discuss:

Quarter 2 macroeconomic overview

Asset class overview

Factor performance overview

All this and more within ebi’s technology suite, which has been designed by advisers for advisers.

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan 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) and the CFA Institute Certificate in ESG Investing.

MPS Technology: Improving Client Engagement
2024-08-21 13:00 - 14:00 | Online
MPS Technology: Improving Client Engagement

ebi’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. Watch James discuss what you can gain from attending the webinar here.

We will discuss:

Modernising conversations on client e.g. capacity for loss and risk appetite.

Tools to help client understanding of the active vs passive debate.

Discover how you can outsource investment due diligence and portfolio comparisons, at no extra cost.

All this and more within ebi’s technology suite, which has been designed by advisers for advisers.

No CPD. For Financial Professionals Only

Book your place

James Fouche, Account Manager at ebi

James is skilled at articulating complexity into simplicity and is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides their members.

ebi Quarter Three 2024 Update
2024-10-23 13:00 - 14:00 | Online
ebi Quarter Three 2024 Update with Jonathan Griffiths and James Fouche of ebi

Jonathan Griffiths CFA and James Fouche at ebi will provide a quarter 3 macroeconomic overview followed by an asset class review and ebi portfolio update.

We will discuss:

Qtr 3 macroeconomic overview

Asset class overview

Factor performance overview

ebi news

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan 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) and the CFA Institute Certificate in ESG Investing.

James Fouche, Account Manager

James is ebi’s Account Manager having joined 2022. James is skilled at articulating complexity into simplicity and is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides their members. He has an accounting undergraduate degree and an advanced Post Graduate Diploma in Investment Planning.

ebi Quarter Four 2024 Update
2025-01-15 13:00 - 14:00 | Online
ebi Quarter Four 2024 Update with Jonathan Griffiths, CFA and Debbie Holmes of ebi

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.

We will discuss:

Qtr 4 macroeconomic overview

Asset class overview

Factor performance overview

ebi news

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan 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) and the CFA Institute Certificate in ESG Investing.

Debbie Holmes, Business Development Manager

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

Beyond Active vs Passive: Is there a Goldilocks solution
2025-02-19 14:00 - 15:00 | Online
Beyond Active vs Passive: Is there a Goldilocks solution?

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.

Join Ashley Owen and Jonathan Griffiths, CFA as they explore how a factor-based investing approach may provide a smoother, more resilient investment journey—capturing market opportunities while managing risk.

We will discuss:

1: Outline the difference between active and passive investing.

2: To describe the historical and academic evidence in support of factor-based investing.

3: To explain how ebi incorporates a factor-based approach with the aim of delivering the best possible outcomes for investors.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Ashley Owen Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered. Ashley has a background in investments and wealth management, both in the channel islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.

Jonathan Griffiths, CFA, Investment Product Manager

Jon is an Investment Product Manager at ebi Portfolios. Joining ebi in 2023, he has over 10 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 holds the CFA UK Investment Management Certificate (IMC), the CFA Institute Certificate in ESG Investing, the CFA UK Certificate in Climate and Investing, and the CFA UK Certificate in Impact Investing.

The Art of First Meetings: Turning Prospects into Clients with Melissa Kidd
2025-04-23 11:00 - 12:00 | Online
The Art of First Meetings: Turning Prospects into Clients with Melissa Kidd

Your first conversation with a potential client sets the tone for your relationship. How do you establish trust instantly? What key phrases build credibility and showcase your value effortlessly? Discover Turning Prospects into Clients.

Join us for this exclusive webinar and discover how to turn first meetings into lasting client relationships.

We will discuss:

1. Build trust by understanding how clients think.

2. Develop and confidently use powerful questions that foster trust.

3. Apply techniques that encourage prospects to open up, share, and gain clarity.

Structured CPD Applicable. For Financial Professionals Only.

Book your place

Melissa Kidd, Director at Motem

Melissa Kidd specialises in helping advisers communicate, so that clients love talking to them. She’s a certified coach, studied Neuro Linguistic Programming (masters) and been trained by the Plain English Campaign. Her clients include CISI, PFS, CII, Nucleus, Saltus, Rathbones, St James’s Place and many other financial services firms.

Debbie Holmes, Business Development Manager at ebi

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers. Debbie has a Certificate in Mortgage and Advice Practices (CeMAP) and in January 2021 gained the CFA UK Certificate in ESG Investing.

ebi Quarter One 2025 Update
2025-04-24 13:00 - 14:00 | Online
ebi Quarter One 2025 Update with Jonathan Griffiths, CFA and Debbie Holmes of ebi

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. Join ebi’s Quarter One 2025 Update.

We will discuss:

Qtr 1 macroeconomic overview

Asset class overview

Factor performance overview

ebi news

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan 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) and the CFA Institute Certificate in ESG Investing.

Debbie Holmes, Business Development Manager

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

The Science of Wellbeing and Financial Happiness with Chris Budd of The Institute of Financial Wellbeing
2025-05-21 11:00 - 12:00 | Online
The Science of Wellbeing and Financial Happiness with Chris Budd of The Institute of Financial Wellbeing

True financial success goes beyond wealth—it’s about wellbeing. How does money support or hinder it? And how can financial planning foster a more fulfilling life?

Join us for this exclusive webinar with Chris Budd to explore the key sources of wellbeing, the role of money in life satisfaction, and how to integrate wellbeing into financial planning. Plus, gain essential skills to help clients uncover their deeper goals.

We will discuss:

1. Gain an understanding of the sources of wellbeing

2. How money helps or hinders wellbeing

3. How to add wellbeing into the planning process

4. Learn basic listening and questioning skills to help clients to uncover objectives

Structured CPD Applicable. For Financial Professionals Only

Book your place

Chris Budd – Institute of Financial Wellbeing

Chris Budd founded financial planning company Ovation Finance Ltd in 2000. He sold a majority of Ovation to an Employee Ownership Trust (EOT) in March 2018.

He is the author of six books, the original Financial Wellbeing Book in 2016, and the latest is The Four Cornerstones Of Financial Wellbeing. He has also published three novels.

Chris writes The Financial Wellbeing Podcast. He founded the Initiative for Financial Wellbeing (IFW). The IFW aims to help advisers to help their clients to be happier, not just wealthier.

Chris lives in Somerset with his family and too many guitars.

Debbie Holmes, Business Development Manager at ebi

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers. Debbie has a Certificate in Mortgage and Advice Practices (CeMAP) and in January 2021 gained the CFA UK Certificate in ESG Investing.

The Great Wealth Transfer with Vanguard
2025-06-10 13:00 - 14:00 | Online
The Great Wealth Transfer with Vanguard

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.

Learning Objectives:

1. Understand the extent of the intergenerational wealth transfer expected in the UK and globally

2. Gain ideas on how to approach the topic of legacy in client conversations

3. Develop a framework for how to approach the Great Wealth Transfer with your clients

Structured CPD Applicable. For Financial Professionals Only

Book your place

Sebastian Lewis Senior Strategist, Advisory Research Centre, Vanguard

Sebastian Lewis, CFA, is a senior strategist in Vanguard’s Advisory Research Centre. He worked at Morgan Stanley in equity sales from 1999-2003 and then joined Sanford Bernstein in New York where he spent 15 years covering asset managers, hedge funds and sovereign wealth funds. From 2018-2022 he was Director of European Research at Sanford Bernstein in London. Sebastian joined Vanguard in January 2024.

Keaton Jones, Business Development Manager

Keaton is a Business Development Manager within ebi. Joining in 2022, his main responsibilities include introducing new firms to ebi’s model portfolio suite and advisory technology, maintaining current client relationships and providing training sessions to keep users up to date with the evolution of the proposition. Keaton holds a 1st class BA in Financial Management as well as the CISI Level 4 Diploma in Investment Advice.

Communicate Like A Comic
2025-06-19 11:00 - 12:00 | Online
Communicate Like A Comic – with Sam Carrington

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.

Learning Objectives:

1. Mentally prepare to deliver with clarity, confidence, and control.2. Manage nerves using techniques borrowed from professional performers.3. Read the room and adapt your delivery to maximise engagement.4. Use body language and stagecraft to communicate authority and trust.5. Bounce back from mistakes and assess your performance to keep improving.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Sam Carrington – Founder of Smirk Experience

Sam Carrington began in comedy 15 years ago. To date he’s done around a 1,000 gigs around the world including 3 runs at the Edinburgh Fringe.When he began this journey he was a Sales Controller at ITV. Certain parts of his day job began getting easier and easier, due to the tips, tricks, techniques and mindsets he was learning from the world of comedy.

Ashley Owen – Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered.Ashley has a background in investments and wealth management, both in the Channel Islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.

ebi Quarter Two 2025 Update
2025-07-08 13:00 - 14:00 | Online
ebi Quarter Two 2025 Update with Jonathan Griffiths, CFA and Tom Ranft of ebi

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 2 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Two 2025 Update.

We will discuss:

Qtr 2 macroeconomic overview

Asset class overview

Factor performance overview

ebi news

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan 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) and the CFA Institute Certificate in ESG Investing.

Tom Ranft, Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise.

Reimagining Wealth Through Simple Sketches
2025-07-15 14:00 - 15:00 | Online
Reimagining Wealth Through Simple Sketches

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.

Through a blend of humour, insight, and signature hand-drawn sketches, Carl brings to life the emotional side of money and reframes how financial advisers can communicate with clarity and empathy.

Learning Objectives:

Purpose vs. Goals – Aligning financial plans with what truly matters.

Precision vs. Adaptability – Helping clients navigate uncertainty.

Facts vs. Emotions – Building deeper trust in adviser-client relationships.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Carl Richards – creator of The Sketch Guy column in The New York Times

Carl Richards is a Certified Financial Planner™, author, and internationally renowned speaker known for his insightful work on the emotional side of money. He is the creator of The Sketch Guy column in The New York Times, where his simple hand-drawn sketches have helped thousands of financial professionals and clients understand and navigate complex financial behaviour. Carl is the author of The Behavior Gap and The One-Page Financial Plan, and is widely regarded for his ability to communicate behavioural finance concepts with clarity, empathy, and impact.

Ashley Owen – Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered.Ashley has a background in investments and wealth management, both in the Channel Islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.

Responding to the FCA’s Mandatory Information Request: What Advisers Need to Know
2025-08-14 13:00 - 14:00 | Online
Responding to the FCA’s Mandatory Information Request: What Advisers Need to Know

The FCA’s mandatory information request, issued on 1 July, DEADLINE is a key part of its strategy to monitor consumer outcomes and as part of an adviser’s Consumer Duty regulatory obligations.Join ebi and Mel Holman of Compliance and Training Solutions as we share practical guidance to help advisers and intermediaries respond confidently, clearly, and on time.

Learning Objectives:

• Gain an understanding of the FCA’s new mandatory information request and what are some key considerations.

• Transparency of information – the importance of information sharing across the distribution chain.

• Strengthening your business – ebi case study of how to use the information request as an opportunity to make improvements that benefit your clients.

Structured CPD Applicable. For Financial Professionals Only

Book your place

John Reynolds – Consumer Duty Manager at ebi

John is a seasoned financial services professional with over 25 years of experience, specialising in regulatory change and customer-centric transformation. Most recently, he served in KPMG’s Risk & Regulation Change practice, where he led initiatives as a subject matter expert in Consumer Duty, Product Governance, and the treatment of Vulnerable Customers. John now works shoulder-to-shoulder with firms as an independent contractor, helping them navigate complex regulatory landscapes while delivering meaningful outcomes for customers and stakeholders.

Ashley Owen – Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered.Ashley has a background in investments and wealth management, both in the Channel Islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.

Data Not Date: Exploring Approaches to Portfolio Rebalancing
2025-10-16 13:00 - 14:00 | Online
Data Not Date: Exploring Approaches to Portfolio Rebalancing

Join us for this webinar where Business Development Manager Tom Ranft and Head of Investment Jonathan Griffiths will provide an overview of the different approaches to portfolio rebalancing, and the results of ebi’s long-term rebalancing data study.

Learning Objectives:

1. Understand the differences between calendar-based rebalancing and tolerance-based rebalancing.

2. Gain knowledge of the results of ebi’s long-term rebalancing study, comparing a range of different approaches to rebalancing.

3. Understand how a tolerance-based rebalancing approach can potentially lead to superior returns over the long-run.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Tom Ranft – Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise. Other than his interest in financial markets Tom has a keen interest in Rugby still playing for local teams in London where he is based.

Jonathan Griffiths, CFA, Head of Investment

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) and the CFA Institute Certificate in ESG Investing.

ebi Quarter Three 2025 Update
2025-10-23 13:00 - 14:00 | Online
ebi Quarter Three 2025 Update with Jonathan Griffiths, CFA and Tom Ranft of ebi

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 3 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Three 2025 Update.

We will discuss:

Qtr 3 macroeconomic overview

Asset class overview

Factor performance overview

ebi news

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

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.

Tom Ranft, Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise.

Introducing ebi's Global Factor Fund of Funds: Smart Factors, Sustainable Focus
2025-11-05 11:00 - 12:00 | Online
Introducing ebi Global Factor Funds: Smart Factors, Sustainable Focus

Join us for our Fund of Funds webinar, where ebi’s Head of Investment Jonathan Griffiths will introduce ebi’s new Global Factor funds.As part of this, we’ll provide an overview of the multi-asset / fund of funds universe and how ebi’s Global Factor funds offer a unique combination of factor exposure combined with ESG screening.We’ll then explore ebi’s Global Factor funds in more detail, outlining their investment philosophy, portfolio construction, and fund allocations.

We will discuss:

1. Gain an understanding of the broad multi-asset / fund of funds universe

2. Develop knowledge in relation to ebi’s Global Factor Funds, including investment philosophy, portfolio construction, and fund allocations

3. Gain an understanding of how the Global Factor funds will operate, and the types of clients they may be suitable for

Structured CPD Applicable. For Financial Professionals Only

Book your place

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.

Bitcoin & Beyond
2025-11-25 13:00 - 14:00 | Online
Bitcoin & Beyond: an introduction to the cryptocurrency asset class, and the FCA’s recent regulatory changes

Join us for our cryptocurrency webinar, where ebi’s Head of Investment Jonathan Griffiths will provide an update on the FCA’s recent lifting of its ban on crypto exchange-traded notes (cETNs), and the impact of this on the UK investment industry. As part of this, we’ll provide an introduction to the crypto asset class, with a focus on Bitcoin We’ll explore the current state of the Bitcoin network, and share ebi’s views on this emerging asset class.

We will discuss:

1. Gain an understanding of the FCA’s recent changes as it relates to crypto exchange traded notes2. Develop knowledge in relation to the first cryptocurrency Bitcoin, including the its origins, operation, evolution3. Gain awareness of ebi’s view in relation to this emerging asset class

60 Structured CPD Applicable. For Financial Professionals Only

Book your place

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.

AI Boom or Bubble? Navigating Market Exposure
2025-12-10 13:00 - 14:00 | Online
AI Boom or Bubble? Navigating Market Exposure

Join us for our AI exposure webinar, where ebi’s Investment Oversight Analyst Jonathan Simpson will discuss the possibility of a bubble in the equity markets, what this could mean for investors, and how ebi’s portfolios can help decrease exposure to a potential downturn.

We will discuss:

1. To understand why bubbles, appear in markets, and why they can lead to sudden downturns.2. To develop knowledge of how ebi’s use of market factors decreases exposure the potential AI bubble.3. To gain insight into the current boom in AI valuations, and why the behaviour of giant technology corporations has caused concern for some analysts.

60 Structured CPD Applicable. For Financial Professionals Only

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Jonathan Simpson MSci, Investment Oversight Analyst

Jonathan is ebi’s Investment Oversight Analyst. He works closely with the investment team and ensures that the governance of ebi’s product range is maintained to a high standard. He is also responsible for maintaining ebi’s blog’s, and writing market commentaries.

ebi Quarter Four 2025 Update
2026-01-22 13:00 - 14:00 | Online
ebi Quarter Four 2025 Update

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 4 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Four 2025 Update.

We will discuss:

• Qtr 4 macroeconomic

• Overview Asset class

• Overview Factor performance

• Overview ebi news

Structured CPD Applicable. For Financial Professionals Only.

Book your place

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 Charter holder, 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.

Tom Ranft, Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise.

Supporting Vulnerable Clients A Practical Relational Approach with Emma Boardwell
2026-01-23 11:00 - 12:00 | Online
Supporting Vulnerable Clients A Practical Relational Approach with Emma Boardwell

Former psychotherapist and Emotional Finance founder Emma Boardwell explores a practical relational approach to supporting vulnerable clients. Learn what vulnerability looks like in real conversations and how to respond with empathy and confidence to build trust, engagement, and better outcomes.

We will discuss:

1. Understand what vulnerability means within both the FCA framework and a relational context.2. Recognise how relational intelligence supports better Consumer Duty outcomes.3. Identify and avoid approaches that create distance or appear compliance-only.4. Gain practical tools and language for having sensitive or emotionally charged conversations.5. Reflect on their own communication style and understand how it influences trust, disclosure and engagement.

60 Structured CPD Applicable. For Financial Professionals Only

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Emma Boardwell, Founder of Emotional Finance

As a former psychotherapist now working within financial services, she brings relational intelligence into the heart of the profession.She supports financial professionals and firms in leading the industry’s shift toward more human, connected, trust-centred financial advice—strengthening client relationships and driving better outcomes for clients and businesses alike.

Debbie Holmes, Business Development Manager

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

Making Value Visible to Clients with Melissa Kidd
2026-02-04 11:00 - 12:00 | Online
Making Value Visible to Clients with Melissa Kidd

Join communication expert Melissa Kidd as she reveals research-led insights to help advisers clearly articulate their value.Learn how to avoid common pitfalls, apply proven communication ground rules, and create stronger, more confident first meetings with clients from the outset.

We will discuss:

1. Recognise Melissas’s research findings on first meetings

2. Avoid 4 common mistakes when communicating value

3. Understand three ground rules for effective communication

60 Structured CPD Applicable. For Financial Professionals Only

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Melissa Kidd, Motem Director | Soft skills specialist in finance sector

Melissa Kidd specialises in helping advisers communicate so that clients love talking to them. She’s a certified coach, studied Neuro Linguistic Programming (masters) and been trained by the Plain English Campaign. Her clients include CISI, PFS, CII, Nucleus, Saltus, Rathbones, St James’s Place and many other financial services firms.

Debbie Holmes, Business Development Manager

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

Preparing Your IFA Business for Sale
2026-03-10 13:00 - 14:00 | Online
Preparing Your IFA Business for Sale: What to Do 3–5 Years Before Exit, with Giles Dunning

Giles Dunning, Joint Head of Corporate at Stephens Scown, shares practical guidance on preparing an IFA business for sale — from building value and choosing an exit route to avoiding deal risks and managing the post-sale transition. Giles has completed over £900m in recent transactions

We will discuss:

1. How and when to start preparing an IFA business for sale – and why early planning materially impacts value.

2. How advisory firms are typically valued and the practical steps that can strengthen that valuation.

3. The main succession and exit routes available to IFAs, including EOTs, MBOs and family buyouts.

4. Common transaction risks and pitfalls – and how to avoid unpleasant surprises during a sale.

5. What happens after completion, including earn-outs, payment timing, tax considerations, and the impact on clients and staff.

60 Structured CPD Applicable. For Financial Professionals Only

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Giles Dunning | Joint Head of Corporate at Stephens Scown

Giles Dunning is a partner and joint head of our Corporate team having joined the firm in 2006. Recent highlights include the disposal of a financial services intermediary to Fidelity International and also the disposal of an independent financial planning business to Paradigm Norton.

Giles has consistently acted on sell-side disposals of IFA practices since 2013, representing in excess of 25 vendors over 13 years. Our most recent completed transaction was a disposal to Shackleton involving £900m of AUM, where he acted for the vendors of the Chetwood Group.

Ashley Owen, Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered. Ashley has a background in investments and wealth management, both in the Channel Islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.

Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.

ebi Quarter One 2026 Update
2026-04-21 13:00 - 14:00 | Online
ebi Quarter One 2026 Update

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.

We will discuss:

• Qtr 1 macroeconomic review

• Overview Asset class

• Overview Factor performance

• Overview ebi news

Structured CPD Applicable. For Financial Professionals Only.

Book your place

Jonathan Simpson, MSci, Investment Oversight Analyst

Jonathan is ebi’s Investment Oversight Analyst. He’s responsible for market commentary, supporting the team with fund selection and analysis, oversight of ebi’s existing products and answering advisor queries. He has been with ebi a little over two years, during which time he has passed the CFA program and is working towards the work experience required to become a charterholder.

Tom Ranft, Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise. Other than his interest in financial markets Tom has a keen interest in Rugby still playing for local teams in London where he is based.

Creating a Centralised Retirement Proposition: Reducing Risk Through Design
2026-04-30 13:00 - 14:00 | Online
Creating a Centralised Retirement Proposition: Reducing Risk Through Design

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

We will discuss:

This webinar with Sian Davies Cole explores how a well-designed Centralised Retirement Proposition can reduce risk, improve consistency, and support better client outcomes through smarter design.Learning Objectives:

1. What are the core components of a CRP?

2. What question does a centralised retirement proposition try to solve?

3. How do risk profiling questionnaires and CRPs fit together?

60 Structured CPD Applicable. For Financial Professionals Only

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Sian Davies Cole, Founder & Paraplanner at Snazzify

Sian is the Founder & Paraplanner at Snazzify, an outsourced paraplanning and consultancy firm which she set up in 2025. She specialises in complex financial planning and projects such as CIPs, CRPs and bespoke research. After more than two decades in financial services, completing the CFP certification and working with real Financial Planners for the past six years – she has a well rounded experience blending practical compliant financial advice with client friendly communication.

Ashley Owen, Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered. Ashley has a background in investments and wealth management, both in the Channel Islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.

Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.
