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.

Our Events

Open Ended
Investment Company (OEIC)

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

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Portfolio Management
Service

Model portfolios, research and administration for financial advisers.

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Managed
Portfolio Service

The IBOSS ethos with the benefits of discretionary management.

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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 Twitter Our Tweets: Your Benefits

At IBOSS we are always looking to help advisers and planners succeed in their professional environment. This can be through an enhancement in our services, our communications or…

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Monthly Performance Update May 2019

April was another month of generally positive returns led by Equities, with an average return of 3.5% (MSCI World). Equities across all major geographies performed well but US…

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