DFM MPS for financial advisers

IBOSS ASSET MANAGEMENT

Award-winning investment solutions created by advisers,

exclusively for professional financial planners

Discover our range

Our services

Innovative and adaptive, cost-effective investment solutions. Constructed to suit a wide range of client requirements.

Managed Portfolio Service

DFM MPS

Five ranges of discretionary managed model portfolios:

Core
Blended
Passive
Decumulation
Sustainable

OEIC Fund
Range

OEIC

Four open ended risk-rated multi asset funds, with fees capped at 1% OCF.

Decumulation Investing

Decumulation Investing

The IBOSS Decumulation range can help advisers build or refine their CRP and aims to support regular withdrawals, while managing sequencing, longevity, and inflation risks for clients in retirement.

Why choose us

We firmly believe in the value advisers add to their clients, that is why our services and products are not directly available to retail clients.

We are well aware that advisers are constantly under pressure to justify fees and demonstrate added value. Both factors are crucial if an adviser is looking to either attract new clients or retain their existing ones.

This is what makes our white labelled client communication service a vital part of our proposition and can be included with any of our solutions at no additional cost.

The perfect investment partner requires more than this though, here's why we think you should choose us…

View our case studies

Tom Barnes

Excellent communication! Not only in respect to the IBOSS ranges, but their broader market commentary is excellent too and keeps our clients well informed.

Rob Barron

The whole IBOSS team is very accessible. They aren’t sat in their ivory towers and they are always available for us to contact them.

Sue West

They listen to us and make us feel like individuals. It's a relationship you don't get with larger propositions, where you feel like just a number.

Andrew Cook

The main benefit has been the establishment of a very robust investment proposition, which has led to huge amounts of time saving.

Andrew Peters

The single largest benefit to our relationship with IBOSS is the ongoing compliance and the ability to demonstrate the value we are adding for clients for the fees being charged.

Steve Pritchard

From our perspective it’s the level of client satisfaction with the IBOSS service; both the results and the communications.

Alan Tytherleigh

After concluding our due diligence and deciding to adopt IBOSS as an investment partner, we can honestly say we’ve not looked back. Over the past eight years IBOSS has ticked all these boxes and more.

View our latest news

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