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.

Learn more

Portfolio Management
Service

(PMS)

Model portfolios, research and administration for financial advisers.

Learn more

Managed
Portfolio Service

(MPS)

The IBOSS ethos with the benefits of discretionary management.

Learn more

Passive Managed
Portfolio Service

(Passive MPS)

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

Learn more

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 Performance June 2020 Monthly Performance Update June 2020

May saw the continuation of the very strong rebound from the March equity lows. The markets over the recent past are again characterised by bad news being dismissed…

Read more
Client Feedback in a Crisis Client Feedback in a Crisis

It’s all about the adviser I am sure, like us, you are being inundated with things to read and watch but this blog is all about you –…

Read more
IBOSS Performance May 2020 Monthly Performance Update May 2020

Pretty much every global equity market saw a strong bounce in April as some of the absolute worst-case Covid-19 scenarios appeared less likely. The trifecta of better news…

Read more