Investor’s Page – Who are ebi?

ebi are an award winning midlands based Discretionary Investment Manager serving Independent Financial Advisers

ebi are a multi award winning midlands based Discretionary Investment Manager serving Independent Financial Advisers.
Our team manage investment portfolios on behalf of financial advisers and their clients, like you!

A Discretionary Investment Manager builds and manages portfolios on behalf of their financial advice firms and their clients.
‘Discretionary’ refers to the fact they are authorised to make the ‘buy’ or ‘sell’ decisions.

Watch our ebi introduction video which explains what we do and covers our investment philosophy, highlighting evidence based investing, passive vs active investing, and ESG in a simple and easy to understand way.

ESG stands for Environmental Social and Governance, and refers to the three key factors when measuring the
sustainability impact of an investment in a business or company.

ESG criteria are used to screen investments for inclusion or exclusion within a portfolio1.


Awarded Best
Value for Money


Awarded Most Useful
Digital Interface


Awarded Most
Satisfactory Investment Outcome

Our awards are testament to the high levels of service we offer our clients, our innovative technology,
and the popularity of our award-winning model portfolios. Take a look at ebi’s industry awards by clicking below.

Our infographic helps explain some key investment terms and concepts.

¹ Online – Market Business News, ESG definition