ebi Press Releases

Here, you will find ebi’s press releases, covering all of the latest news and announcements about ebi’s products and services.
ebi are always working to innovate and improve, and are excited to share their progress with you.

We encourage you to check back often for new information, and please feel free to contact ebi if you have any questions.


Awarded Best
Value for Money 2025


ebi’s Earth Suite Awarded Best
Sustainable/ESG Investment Portfolio 2025


Awarded Best
Outsourced Investment Manager 2025


13TH NOVEMBER 2025

ebi Global Factor Fund of Funds

ebi Portfolios has announced the launch of its new Fund of Funds range, adding to its product lineup alongside its popular model portfolio suites.



29TH SEPTEMBER 2025

ebi calls for investment industry to modernise its approach to portfolio rebalancing

In its rebalancing whitepaper Tolerance-Based Rebalancing: Data Not Date, ebi challenges the dominance of traditional calendar-based rebalancing where portfolios are adjusted on fixed dates such as quarterly or annually. ebi believes this approach is outdated, inefficient and can lead to unnecessary trading costs and inconsistent performance.



25TH SEPTEMBER 2025

ebi Earth portfolios win at Investment Week Sustainable Investment Awards 2025

ebi Portfolios, the £4.7bn discretionary fund manager has won Best Sustainable / ESG Investment Portfolio Range at the Investment Week Sustainable Investment Awards 2025.



16TH SEPTEMBER 2025

ebi scoops Best Outsourced Investment Manager at the Money Marketing Awards for second year running

ebi Portfolios is today delighted to announce it has won the award Best Outsourced Investment Manager at the Money Marketing Awards 2025.



14TH JULY 2025

ebi announces new board and executive structure

ebi, the award-winning discretionary fund manager and industry innovator, is pleased to announce the appointment of new members to its Board and Executive team.



14TH FEBRUARY 2025

Citywire Awards

ebi Portfolios secured three award wins at this year’s Citywire Adviser Choice Awards,



9TH SEPTEMBER 2024

ebi launches index-tracking impact MPS range

ebi, the award-winning discretionary fund manager, today unveils a new index-tracking impact portfolio range designed to generate positive real-world environmental and social outcomes.




18TH JULY 2024

ebi hits £3bn milestone

ebi Portfolios, the award-winning discretionary fund manager, announces its assets under management (AUM) has hit the £3bn milestone. This represents an impressive 50% AUM increase over the past year, achieved through prioritising growth. Since the start of the year, the business has increased headcount by 16%, mainly in development roles as it kickstarted several key technology projects. 




21ST MARCH 2024

ebi wins Best Model Portfolio Service at the Professional Adviser Awards 2024 

ebi, the discretionary fund manager and innovative disruptor, scooped Best Model Portfolio Service at the Professional Adviser Awards 2024 held in London on 20 March. 




22ND FEBRUARY 2024

ebi and Amundi launch Socially Responsible Investing (SRI) index-based MPS range

ebi Portfolios, the award-winning discretionary fund manager, and Europe’s largest asset management firm, Amundi unveil a new socially responsible investment solution, the SRI portfolio range. 




28TH NOVEMBER 2023

ebi in major tech upgrade

ebi, has upgraded its online portal The Vault, as it continues to invest in its adviser-facing technology.




18TH JULY 2023

ebi gains B-Corp status

ebi, the award-winning discretionary fund manager and innovative disruptor, today is pleased to announce it has achieved B-Corp status.





7TH APRIL 2022

ebi launches Affinity service

ebi announce the launch of their matchmaking service, Affinity. The new service enables advisers to register interest in selling their business, or acquiring other financial advice firms.




28TH FEBRUARY 2022

Reliance On Others

 ebi have announced it now offers Reliance on Others contracts to its members. This sits alongside its existing Agent as Client option, providing advisers with a choice depending on their business requirements. 




4TH FEBRUARY 2022

Dan Solin Partnership

ebi have partnered with NYT bestselling author, Dan Solin. Dan’s coaching & digital marketing services are available to UK based advisers. 




9TH JULY 2021

ebi’s Vantage Portfolio Service launches on Fundment Platform

ebi announced that its Vantage Managed Portfolio Service (MPS) is now available on the Fundment platform.‎