Our Story

We created EBG International because we wanted to be different. We wanted to build an open, supportive business and offer our clients clear, meaningful financial advice to guide them on their way to a successful financial life.

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 and on bringing genuine financial well-being and a sense of control to our clients.

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 created EBG International because we wanted to be different. We wanted to build an open, supportive business and offer our clients clear, meaningful financial advice to guide them on their way to a successful financial life.

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 and on bringing genuine financial well-being and a sense of control to our clients.

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

We believe money is not a goal in itself but rather a tool to help you live an enjoyable and meaningful life. We will help you to develop a healthy understanding of money and to connect your finances with your life goals.

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 personal 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

EBG International are part of Blacktower Financial Management International, one of the world’s largest financial planning networks. This gives us access to a wide selection of highly regarded international financial institutions that are operated and regulated to the highest global standards.

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

EBG International are part of Blacktower Financial Management International, one of the world’s largest financial planning networks. This gives us access to a wide selection of highly regarded international financial institutions that are operated and regulated to the highest global standards.

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.

Qualifications & Regulation

EBG International are one of a select group of professional Financial Planning firms in Latin America who are regulated internationally. Whilst this is not a requirement to operate in the region, we have chosen to be a regulated business in order to clearly differentiate ourselves and to provide our clients with the reassurance that all advice provided by EBG International is certified against the most robust international standards.

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 around the world. 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.

www.blacktowerfm.com

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 of 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 EmmottDip 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 Insurance for Securities & Investment) and STEP (Society of Trust and Estate Practitioners).

Email: [email protected]
Phone: +56 9 9234 2617
Skype: chris.emmott.chile

Daniel BusmanDip 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]
Phone: +56 9 7723 1554
Skype: danielbusman

Fergus MillerACSI, BSc MBA – Country Manager Peru

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 committed to further professional qualifications from the CISI.

Email: [email protected]
Phone: +51 991 888 338
Skype: fergusmiller

Jude MorganCert 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]
Phone: +34 616 335 518
Skype: first.appoint