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


Model portfolios, research and administration for financial advisers.

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Portfolio Service


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

IBOSS Charges Performance O&M MPS Portfolios Now on O&M Systems

We are delighted to announce that the IBOSS Asset Management, discretionary Managed Portfolio Service (MPS) range is now available on the O&M Systems research tool. The comparison of…

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IBOSS Benchmarks Benchmarks, Biases & Balance

What’s the purpose of a Benchmark? As many of you are aware the IBOSS investment team has a borderline obsession with benchmarks. We use benchmarks to assess the…

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