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DTSTART;TZID=Europe/London:20250715T140000
DTEND;TZID=Europe/London:20250715T150000
DTSTAMP:20260403T145442
CREATED:20250417T124811Z
LAST-MODIFIED:20260220T140828Z
UID:19071-1752588000-1752591600@ebi.co.uk
SUMMARY:Reimagining Wealth Through Simple Sketches
DESCRIPTION:Reimagining Wealth Through Simple Sketches\n\n\n\nJoin 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. \n\n\n\nThrough 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. \n\n\n\nLearning Objectives: \n\n\n\nPurpose vs. Goals – Aligning financial plans with what truly matters. \n\n\n\nPrecision vs. Adaptability – Helping clients navigate uncertainty. \n\n\n\nFacts vs. Emotions – Building deeper trust in adviser-client relationships. \n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\nCarl Richards – creator of The Sketch Guy column in The New York Times\n\n\n\nCarl 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. \n\n\n\n\n\n\n\nAshley Owen – Head of Business Development at ebi\n\n\n\nAshley 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.
URL:https://ebi.co.uk/events/reimagining-wealth-through-simple-sketches/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/04/website-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250814T130000
DTEND;TZID=Europe/London:20250814T140000
DTSTAMP:20260403T145442
CREATED:20250731T084748Z
LAST-MODIFIED:20250813T101742Z
UID:19295-1755176400-1755180000@ebi.co.uk
SUMMARY:Responding to the FCA’s Mandatory Information Request: What Advisers Need to Know
DESCRIPTION:Responding to the FCA’s Mandatory Information Request: What Advisers Need to Know\n\n\n\nThe 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. \n\n\n\n\n\n\n\nLearning Objectives: \n\n\n\n\n\n\n\n• Gain an understanding of the FCA’s new mandatory information request and what are some key considerations. \n\n\n\n\n\n\n\n• Transparency of information – the importance of information sharing across the distribution chain. \n\n\n\n\n\n\n\n•  Strengthening your business – ebi case study of how to use the information request as an opportunity to make improvements that benefit your clients. \n\n\n\n \n\n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\nJohn Reynolds – Consumer Duty Manager at ebi\n\n\n\nJohn 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. \n\n\n\n\n\n\n\nAshley Owen – Head of Business Development at ebi\n\n\n\nAshley 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.
URL:https://ebi.co.uk/events/responding-to-the-fcas-mandatory-information-request-what-advisers-need-to-know/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/06/website-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251016T130000
DTEND;TZID=Europe/London:20251016T140000
DTSTAMP:20260403T145442
CREATED:20250922T150116Z
LAST-MODIFIED:20260219T144757Z
UID:19240-1760619600-1760623200@ebi.co.uk
SUMMARY:Data Not Date: Exploring Approaches to Portfolio Rebalancing
DESCRIPTION:Data Not Date: Exploring Approaches to Portfolio Rebalancing\n\n\n\nJoin 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. \n\n\n\nLearning Objectives: \n\n\n\n1. Understand the differences between calendar-based rebalancing and tolerance-based rebalancing. \n\n\n\n2. Gain knowledge of the results of ebi’s long-term rebalancing study\, comparing a range of different approaches to rebalancing. \n\n\n\n3. Understand how a tolerance-based rebalancing approach can potentially lead to superior returns over the long-run. \n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\nTom Ranft – Business Development Manager\n\n\n\nTom 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. \n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Head of Investment\n\n\n\nJon 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.
URL:https://ebi.co.uk/events/data-not-date-exploring-approaches-to-portfolio-rebalancing/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/05/website-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251023T130000
DTEND;TZID=Europe/London:20251023T140000
DTSTAMP:20260403T145442
CREATED:20250909T121053Z
LAST-MODIFIED:20260220T135823Z
UID:19500-1761224400-1761228000@ebi.co.uk
SUMMARY:ebi Quarter Three 2025 Update
DESCRIPTION:ebi Quarter Three 2025 Update with Jonathan Griffiths\, CFA and Tom Ranft of ebi\n\n\n\nJonathan 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. \n\n\n\nWe will discuss: \n\n\n\n\nQtr 3 macroeconomic overview\n\n\n\nAsset class overview\n\n\n\nFactor performance overview\n\n\n\nebi news\n\n\n\n\n45 Structured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Head of Investment\n\n\n\nJon 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. \n\n\n\nJon is responsible for investment research and analysis\, communicating information on ebi’s portfolio suite\, and providing investment solutions to clients. \n\n\n\nJon 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. \n\n\n\n\n\n\n\nTom Ranft\, Business Development Manager\n\n\n\nTom 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.
URL:https://ebi.co.uk/events/ebi-quarter-three-2025-update/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/09/WEBSITE-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251105T110000
DTEND;TZID=Europe/London:20251105T120000
DTSTAMP:20260403T145442
CREATED:20251016T095804Z
LAST-MODIFIED:20251020T081944Z
UID:19660-1762340400-1762344000@ebi.co.uk
SUMMARY:Introducing ebi's Global Factor Fund of Funds: Smart Factors\, Sustainable Focus
DESCRIPTION:Introducing ebi Global Factor Funds: Smart Factors\, Sustainable Focus  \n\n\n\nJoin 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. \n\n\n\n \n\n\n\nWe will discuss: \n\n\n\n1. Gain an understanding of the broad multi-asset / fund of funds universe \n\n\n\n2. Develop knowledge in relation to ebi’s Global Factor Funds\, including investment philosophy\, portfolio construction\, and fund allocations \n\n\n\n3. Gain an understanding of how the Global Factor funds will operate\, and the types of clients they may be suitable for \n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Head of Investment\n\n\n\nJon 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. \n\n\n\nJon is responsible for investment research and analysis\, communicating information on ebi’s portfolio suite\, and providing investment solutions to clients. \n\n\n\nJon 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.
URL:https://ebi.co.uk/events/introducing-ebi-global-factor-funds-smart-factors-sustainable-focus/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/10/website-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251125T130000
DTEND;TZID=Europe/London:20251125T140000
DTSTAMP:20260403T145442
CREATED:20251008T112121Z
LAST-MODIFIED:20251017T152719Z
UID:19644-1764075600-1764079200@ebi.co.uk
SUMMARY:Bitcoin & Beyond
DESCRIPTION:Bitcoin & Beyond: an introduction to the cryptocurrency asset class\, and the FCA’s recent regulatory changes\n\n\n\nJoin 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. \n\n\n\nWe will discuss: \n\n\n\n1. 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 \n\n\n\n60 Structured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Head of Investment\n\n\n\nJon 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. \n\n\n\nJon is responsible for investment research and analysis\, communicating information on ebi’s portfolio suite\, and providing investment solutions to clients. \n\n\n\nJon 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.
URL:https://ebi.co.uk/events/bitcoin-beyond/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/10/Crypto-Website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251210T130000
DTEND;TZID=Europe/London:20251210T140000
DTSTAMP:20260403T145442
CREATED:20251125T131050Z
LAST-MODIFIED:20260227T165256Z
UID:19795-1765371600-1765375200@ebi.co.uk
SUMMARY:AI Boom or Bubble? Navigating Market Exposure
DESCRIPTION:AI Boom or Bubble? Navigating Market Exposure\n\n\n\nJoin 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. \n\n\n\nWe will discuss: \n\n\n\n1. 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. \n\n\n\n60 Structured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Simpson MSci\, Investment Oversight Analyst\n\n\n\nJonathan 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.
URL:https://ebi.co.uk/events/ai-boom-or-bubble-navigating-market-exposure/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/11/WEBSITE.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260122T130000
DTEND;TZID=Europe/London:20260122T140000
DTSTAMP:20260403T145442
CREATED:20260106T122744Z
LAST-MODIFIED:20260220T134629Z
UID:19909-1769086800-1769090400@ebi.co.uk
SUMMARY:ebi Quarter Four 2025 Update
DESCRIPTION:ebi Quarter Four 2025 Update\n\n\n\nJonathan 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. \n\n\n\nWe will discuss: \n\n\n\n•  Qtr 4 macroeconomic \n\n\n\n•  Overview Asset class \n\n\n\n•  Overview Factor performance \n\n\n\n•  Overview ebi news \n\n\n\nStructured CPD Applicable. For Financial Professionals Only. \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Head of Investment\n\n\n\nJon 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. \n\n\n\nJon is responsible for investment research and analysis\, communicating information on ebi’s portfolio suite\, and providing investment solutions to clients. \n\n\n\nJon 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. \n\n\n\nTom Ranft\, Business Development Manager\n\n\n\nTom 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.
URL:https://ebi.co.uk/events/ebi-quarter-four-2025-update/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2026/01/Website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260123T110000
DTEND;TZID=Europe/London:20260123T120000
DTSTAMP:20260403T145442
CREATED:20251202T114800Z
LAST-MODIFIED:20260220T141048Z
UID:19820-1769166000-1769169600@ebi.co.uk
SUMMARY:Supporting Vulnerable Clients A Practical Relational Approach with Emma Boardwell
DESCRIPTION:Supporting Vulnerable Clients A Practical Relational Approach with Emma Boardwell\n\n\n\nFormer 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. \n\n\n\nWe will discuss: \n\n\n\n1. 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. \n\n\n\n60 Structured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nEmma Boardwell\, Founder of Emotional Finance\n\n\n\nAs 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. \n\n\n\nDebbie Holmes\, Business Development Manager\n\n\n\nDebbie 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.
URL:https://ebi.co.uk/events/supporting-vulnerable-clients-a-practical-relational-approach-with-emma-boardwell/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2025/12/WEBSITE-10.47.30.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260204T110000
DTEND;TZID=Europe/London:20260204T120000
DTSTAMP:20260403T145442
CREATED:20260108T113502Z
LAST-MODIFIED:20260220T140150Z
UID:19928-1770202800-1770206400@ebi.co.uk
SUMMARY:Making Value Visible to Clients with Melissa Kidd
DESCRIPTION:Making Value Visible to Clients with Melissa Kidd\n\n\n\nJoin 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. \n\n\n\nWe will discuss: \n\n\n\n1. Recognise Melissas’s research findings on first meetings \n\n\n\n2. Avoid 4 common mistakes when communicating value \n\n\n\n3. Understand three ground rules for effective communication \n\n\n\n60 Structured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nMelissa Kidd\, Motem Director | Soft skills specialist in finance sector\n\n\n\nMelissa 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. \n\n\n\nDebbie Holmes\, Business Development Manager\n\n\n\nDebbie 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.
URL:https://ebi.co.uk/events/making-value-visible-to-clients-with-melissa-kidd/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2026/01/website-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260310T130000
DTEND;TZID=Europe/London:20260310T140000
DTSTAMP:20260403T145442
CREATED:20260210T122352Z
LAST-MODIFIED:20260220T140409Z
UID:20013-1773147600-1773151200@ebi.co.uk
SUMMARY:Preparing Your IFA Business for Sale
DESCRIPTION:Preparing Your IFA Business for Sale: What to Do 3–5 Years Before Exit\, with Giles Dunning\n\n\n\nGiles 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 \n\n\n\nWe will discuss: \n\n\n\n1. How and when to start preparing an IFA business for sale – and why early planning materially impacts value. \n\n\n\n2. How advisory firms are typically valued and the practical steps that can strengthen that valuation. \n\n\n\n3. The main succession and exit routes available to IFAs\, including EOTs\, MBOs and family buyouts. \n\n\n\n4. Common transaction risks and pitfalls – and how to avoid unpleasant surprises during a sale. \n\n\n\n5. What happens after completion\, including earn-outs\, payment timing\, tax considerations\, and the impact on clients and staff. \n\n\n\n60 Structured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nGiles Dunning | Joint Head of Corporate at Stephens Scown\n\n\n\nGiles 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. \n\n\n\nGiles 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. \n\n\n\nAshley Owen\, Head of Business Development at ebi\n\n\n\nAshley 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.  \n\n\n\nAshley 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. 
URL:https://ebi.co.uk/events/preparing-your-ifa-business-for-sale/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2026/02/website-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260421T130000
DTEND;TZID=Europe/London:20260421T140000
DTSTAMP:20260403T145442
CREATED:20260316T115505Z
LAST-MODIFIED:20260316T115600Z
UID:20150-1776776400-1776780000@ebi.co.uk
SUMMARY:ebi Quarter One 2026 Update
DESCRIPTION:ebi Quarter One 2026 Update\n\n\n\nJonathan 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. \n\n\n\nWe will discuss: \n\n\n\n• Qtr 1 macroeconomic \n\n\n\n•  Overview Asset class \n\n\n\n•  Overview Factor performance \n\n\n\n•  Overview ebi news \n\n\n\nStructured CPD Applicable. For Financial Professionals Only. \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Simpson\, MSci\, Investment Oversight Analyst\n\n\n\nJonathan 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. \n\n\n\n\n\n\n\nTom Ranft\, Business Development Manager\n\n\n\nTom 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.
URL:https://ebi.co.uk/events/ebi-quarter-one-2026-update/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2026/03/Website.png
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260430T130000
DTEND;TZID=Europe/London:20260430T140000
DTSTAMP:20260403T145442
CREATED:20260204T142553Z
LAST-MODIFIED:20260219T104819Z
UID:20002-1777554000-1777557600@ebi.co.uk
SUMMARY:Creating a Centralised Retirement Proposition: Reducing Risk Through Design
DESCRIPTION:Creating a Centralised Retirement Proposition: Reducing Risk Through Design\n\n\n\nWith rising regulatory pressure and complex client needs\, financial advisers need a clear and robust approach to client retirement planning. \n\n\n\nWe will discuss: \n\n\n\nThis 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: \n\n\n\n1. What are the core components of a CRP? \n\n\n\n2. What question does a centralised retirement proposition try to solve? \n\n\n\n3. How do risk profiling questionnaires and CRPs fit together? \n\n\n\n60 Structured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nSian Davies Cole\, Founder & Paraplanner at Snazzify\n\n\n\nSian 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.  \n\n\n\nAshley Owen\, Head of Business Development at ebi\n\n\n\nAshley 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.  \n\n\n\nAshley 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. 
URL:https://ebi.co.uk/events/creating-a-centralised-retirement-proposition-reducing-risk-through-design/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2026/02/Website.png
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END:VCALENDAR