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X-WR-CALDESC:Events for Evidence Based Investing
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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
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DTSTART;TZID=Europe/London:20260123T110000
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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
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