AN AWARD-WINNING BOUTIQUE ASSET MANAGEMENT COMPANY

EXCLUSIVELY AVAILABLE TO THE FINANCIAL ADVISER MARKETPLACE

Discover our range

Our services

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

Managed Portfolio Service

MPS

Four ranges of discretionary managed model portfolios:

Core
Passive
Income
Sustainable

Read more

OEIC Fund
Range

OEIC

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

Read more

Portfolio Management Service

PMS

An active model portfolio service, consisting of 10 risk-rated portfolios, managed on an advisory basis

Read more

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…

Read more

View our case studies

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.
Matthew Wright
“Historically we ran our own portfolios. However, we rather became victims of our own success. The work involved became extremely time consuming."
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
We know clients value the reassurance of quarterly updates. To be truthful they never mention it, which shows it’s doing what it was designed to do.
Steve Pritchard
"From our perspective it’s the level of client satisfaction with the IBOSS service; both the results and the communications."
Alan Tytherleigh
"We were also hugely impressed by IBOSS’s communications. The quarterly updates carry our branding and provide our clients with four additional touches per year, which we couldn’t replicate ourselves".

View our latest news

Murky Waters 27th March 2023

It was another quietish week for markets overall with global equities ending up around 1% or so. Meanwhile, government bond yields edged slightly lower following sharp declines the…

Read more
IBOSS Weekly Market Update | March 20, 2023 In the Eye of the Storm 20th March 2023

Look at the headline move in global equities last week and you would have no idea that the financial sector is facing its biggest test since the global…

Read more
IBOSS Wins 3 Awards at Citywire Award-Winning Communication II 17th March 2023

We are delighted to announce that IBOSS have won both ‘Best Reporting’ & ‘Best Communication in a Crisis’ at Citywire’s Adviser Choice Awards 2023 for the second consecutive…

Read more