🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Amid all the market noise, give your clients reassurance and perspective with the help of our market volatility infographics. For Financial Professionals Only. Capital at Risk.

Another Exam in the bag for Jonathan, who has passed the CFA UK Certificate in Impact Investing – joining two other ebi investment team members with this specialist qualification. For Financial Professionals Only. Capital at Risk.

We’re thrilled to share that three of our colleagues have been nominated in Investment Week’s Women in Investment Awards 2025. These nominations celebrate their talent, leadership, and the positive impact they bring to ebi firm and the wider industry.

We’re thrilled to share that ebi achieved a Net Promoter Score (NPS) of 76.74 in our latest survey! An NPS above 70 is considered 'Excellent' and reflects the trust and satisfaction of the financial advisers we work with. For Financial Professionals Only. Capital at Risk

Our April 25 Market Review covers President Trump's 'Liberation Day' and the impacts of that including US-China trade tensions escalating and increased volatility in financial markets. For Financial Professionals Only. Capital at Risk.

Next up in our Soft Skills webinar series is Chris Budd who will explore key wellbeing drivers, money's role in fulfilment and how to integrate wellbeing into financial planning. May 21st @ 11 AM. For Financial Professionals Only. Capital at Risk.

Members of the ebi team stepped away from their desks & got stuck in at a local community garden. From fencing ponds to prepping a new boules area, they spent the day future-proofing a space for all to enjoy. A great day of teamwork & laughter to brighten up the local community.

This weekend, our Lead Developer Iain is cycling 143 from Whitehaven to Tynemouth to raise money for clean water in Sub-Saharan Africa. He's riding with World Vision, supporting a project to bring safe, sustainable water to a community in need.

Are your clients overexposed to the Magnificent 7? Through factor-based investing, ebi help advisers offer clients a globally diversified strategy that reduces reliance on the largest U.S. tech stocks. For Financial Professionals Only. Capital at Risk.

Gill Wadsworth talks to ebi Portfolios ' Jonathan Griffiths about how their firm is bucking the #esg outflow trend. Read more here: institutionalassetmanager.co.uk/bucking-the-es…

Join our webinar with Chris Budd for tips on how you can help your clients understand how their relationship with money can be one which makes them happier. May 21st @ 11AM. For Financial Professionals Only. Capital at Risk.

Gain an understanding of the sources of wellbeing and money's role in fulfilment with Chris Budd. May 21st at 11AM. For Financial Professionals Only. Capital at Risk.

Join ebi and Chris Budd tomorrow at 11 AM. This will be a chance for you to learn more about financial wellbeing and how you can talk about wellbeing with your clients aiming to not only make them wealthier, but also happier. For Financial Professionals Only. Capital at Risk.

The largest intergenerational wealth transfer in history is coming, are your clients ready? Join ebi and Vanguard for a strategic session on navigating legacy, inheritance and client conversations. For Financial Professionals Only. Capital at Risk.

Want to pitch like a pro? Learn how top comedians master the stage and how you can apply the same skills to client meetings, presentations and pitches. Join Sam Carrington, 19th June at 11AM. For Financial Professionals Only. Capital at Risk.