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

IBOSS Election Update Keep Calm and Carry On

We have a landslide Tory majority of the greatest magnitude since Margaret Thatcher’s heyday, so now what? This majority should mean Boris Johnson can push through the UK’s…

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IBOSS Performance December 2019 Monthly Performance Update December 2019

The backdrop to November was the US Federal Reserve’s (not QE) Repo market intervention, which continued to pump liquidity into markets unabated. We say ‘not QE’ because the…

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IBOSS Market Update December 2019 This is Not a Rerun of Q4 2018

The line from President Trump “In some ways, I like the idea of waiting until after the election for the China deal, but they want to make a…

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