Our Story
We were tired of an industry that was built to serve itself over the needs of the people it claimed to serve. An industry built on salesmanship, hidden charges and over-complication. We wanted to bring a fresh approach, to focus on educating our clients on financial issues, to bring them a sense of control and genuine financial wellbeing.
We wanted to create a business we could be proud of a business we would want to be clients of and that our family and friends would recommend.
Our Story
We wanted to create a business we could be proud of a business we would want to be clients of and that our family and friends would recommend.
Our Philosophy
No single person is the same and each has unique circumstances and objectives for their life. We therefore believe it is essential that each person has a customised plan in place to reflect their own situation and aspirations – the key to financial wellbeing is living the life YOU want.
Most companies focus on simply telling you how to invest your money. At EBG we believe in first understanding why you are investing and only then do we design your plan and investment strategy to achieve it. We will help you make better long term financial decisions that allow you to spend less time worrying about money.
We believe our clients deserve the very best quality planning and advice. We insist our advisers meet the highest global qualification standards and have ongoing development plans in place to ensure these standards are maintained. We are committed to bringing world-leading standards and client-focused advice at a reasonable price.
Global Focus
This international focus reflects our globally dispersed client footprint and enables us to match the right solution to each person’s unique circumstances. Most importantly, we are able to provide our clients with fluidity and continuity in their financial planning regardless of where they live now and in the future.
Global Focus
Qualifications & Regulation
EBG International are members of the Nexus Global IFA Network which is one of the world´s most respected advisor networks with over 20 associate practices. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI) which is licenced and regulated by CIMA (Licence No 896523) as well as in the EU, the UK, and the US.
Nexus Global insist on the highest of professional standards and our use of their third party regulated compliance officers ensures excellent consumer protection. In addition, as members of a global network, we benefit from access to the broadest possible range of service providers and financial institutions and the ability to support our clients across the globe.
EBG International are committed to providing the highest quality advice to our clients and we put strict qualification requirements on each of our advisers. As part of this commitment we insist that all staff, as well as having several years advisory experience, hold qualifications with globally respected professional bodies and each follow a continued personal development plan which ensures that their knowledge is fully up to date.
Each of our advisers are members of either the UK Chartered Insurance Institute or the Chartered Insurance and Securities Institute and we align ourselves with the ethics and standards required by these highly respected professional institutions. More information can be found in each staff member’s biography.
Meet the Team
Meet the Team
Chris Emmott – Dip PFS, EFA, ACSI – Partner
Chris is from the UK and qualified as a regulated financial planner through the Chartered Insurance Institute (CII) in 1999. Chris worked in the City of London for Standard Life, Aegon Scottish Equitable and Barclays Wealth Management as well as personal financial planners TEBC Ltd.
Chris has been advising clients in Latin America since 2008 and is a founding partner of EBG International.
Chris is also a qualified European Financial Adviser through the European Financial Planning Association (EFPA). As part of his commitment to personal development Chris has achieved further professional qualifications from the CII, CISI (Chartered Institute for Securities & Investment) and STEP (Society of Trust and Estate Practitioners).
Email: [email protected]
Daniel Busman – Dip PFS, EFA, ACSI – Partner
Daniel is from the UK and qualified as a regulated financial planner through the Chartered Insurance Institute (CII). Daniel has broad financial services experience and worked for Lloyds Banking Group in the City of London for a number of years prior to moving to Latin America.
Daniel has been advising individual and corporate clients in Latin America since 2011 and is a founding partner of EBG International.
Daniel is also a qualified European Financial Adviser through the European Financial Planning Association (EFPA) and holds additional qualifications in International Wealth & Investment Management through the Chartered Institute for Securities & Investment (CISI).
Email: [email protected]
Fergus Miller – ACSI, BSc MBA – Regional Manager LATAM
Fergus is from the UK and qualified in International Wealth & Investment Management through the Chartered Institute for Securities & Investment (CISI). Fergus holds an MBA in Finance and Economics and has a broad experience in asset and wealth management from working in the city of London as an Investment Consultant since 2002.
Fergus is based in Peru and has been advising individual and corporate clients in Latin America since 2012.
As part of his commitment to professional development Fergus is working towards further professional qualifications from the CISI.
Email: [email protected]
Jude Morgan – Cert PFS – Client Services Manager
Jude is from the UK and qualified for Financial Planning Certificate 3 through the Chartered Insurance Institute (CII) in 2000. Jude spent many years in the UK working for companies such as Northern Rock (Legal & General) and Friends Provident specialising in Client Services.
Jude is the Client Services Manager at EBG International.
Email: [email protected]
Paola Vega – Corporate Services Manager
Paola is from Chile and joined EBG International with more than 20 years of experience working in communications and public affairs. She has worked with international organizations from the diplomatic sector, NGOs, education and environment. She holds a Bachelors degree in Social Communications with English, German and Spanish languages and a has an International Masters degree in Communications from Universidad Diego Portales and Universität Pompeu Fabra (Spain).
Paola enjoys working with people of different cultures and developing long term relationships with stakeholders, business partners and clients, and she always aims to deliver a excellency of service.
Email: [email protected]
Adam Cornish – Financial Planner
Adam is from the UK and joined EBG International with 13 years of financial services experience in the City of London. He has a Masters degree from Leeds University Business School, and a broad experience working in both retail and wealth client segments for Lloyds Banking Group, developing long term financial plans for the business and leading key strategic initiatives.
Adam believes in simplifying the complex, working closely with clients and focusing on achieving defined long term goals.
Email: [email protected]
Shabbar Kassam – Dip PFS – Business Development Middle East & Africa
Shabbar is from the UK and is a qualified Financial Advisor with both the Chartered Insurance Institute (CII) and the London Institute of Banking and Finance (LIBF). He has been advising clients since 2005, spending 7 years with Lloyds Banking Group before setting up his own Financial Planning practice. He is Equity Release qualified with the CII and currently studying towards being STEP qualified.
Shabbar loves helping clients to achieve financial independence through a simple, no nonsense approach to financial planning. He believes in simplicity over complexity and wants to ensure that clients always receive value for money when receiving advice.
Shabbar overseas the development of EBG’s business in Africa and the Middle East where he has strong local knowledge.
Email: [email protected]
María José Araya – Administrator
María José is from Santiago de Chile and has been with EBG since our founding. She has a degree in administration and has worked in bilingual client service rolls for many years with the last decade spent in financial services administration. María José works closely with our financial planners and their clients to ensure that the client experience is always smooth and organized.
Email: [email protected]