As you will know, the majority of the portfolios our clients access through their pensions and investments are managed by ebi (ebi is an acronym that stands for ‘evidence based investments.’) and I am delighted to report that they have recently been recognised with a number of awards from industry bodies Professional Adviser and Defaqto (see below).
Professional Adviser
ebi won Best Model Portfolio Service at the Professional Adviser Awards 2024.
Defaqto
Two of the Vantage Earth Managed Portfolio Service (MPS) Portfolios were recognised by Defaqto, an independent financial product and market intelligence firm, at the inaugural MPS Comparator Award Winners event.
MPS Comparator Growth - Highly Commended - ebi Vantage Earth 80
MPS Comparator Adventurous - Highly Commended - ebi Vantage Earth 90
The Defaqto MPS Comparator Awards are given to individual MPS portfolios that exhibit market-leading risk-adjusted performance over five years to March 31st, 2024. Leading model portfolios within each comparator peer group achieve an award, either as the absolute winner or as one of the next four highly commended models.
I am obviously delighted that our investment partners have been recognised in this way, as it demonstrates to our clients that their investments are in good hands.
I hope you found the above interesting. As always, if you have any questions about this piece or any other finance-related matter, please do not hesitate to contact me.
Yours sincerely,
Graham Ponting CFP Chartered MCSI
Managing Partner
