Welcome to IBOSS...

We have been providing outsourced investment solutions to financial advisers & planners for over a decade. 

Our unique white-labelled investment proposition, and quarterly client review service, sets us apart from our peers.

The same investment philosophy runs through all our propositions, and our team led approach, coupled with our independence, leads to better investment decisions for the benefit of you and your clients.

Open Ended
Investment Company

(OEIC Fund Range)

A range of independent risk-rated multi-asset fund of funds.

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Portfolio Management
Service

(PMS)

Model portfolios, research and administration for financial advisers.

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Managed
Portfolio Service

(MPS)

The IBOSS ethos with the benefits of discretionary management.

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Passive Managed
Portfolio Service

(Passive MPS)

Primarily passive & index funds, managed on a discretionary basis.

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View our case studies

What our clients say

Who are IBOSS?

How did IBOSS start?

Where are we based?

and what services and products do we offer?

Find out more about who we are in this short video, with our Managing/Investment Director, Chris Metcalfe and Business Development Manager, Kevin Morrison.

View our latest news

Unwrapping ESG Unwrapping ESG

ESG investing has received a huge amount of attention this year. The heady combination of high-profile ethical causes in the form of the Extinction Rebellion and Greta Thunberg’s…

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IBOSS Cost Portfolio Management Service Cost Fall

Although cost has always been an important factor to consider when investing, there is little doubt that in recent times, consumers have rightly become ever more cost conscious….

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