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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Our Events

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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 October 2019 Monthly Performance Update October 2019

September was another good month for investors, as multi asset portfolios produced positive returns following a tougher August. This leaves the tally at 7 positive and 2 negative…

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IBOSS Passive New Passive Solution Now Available

We are delighted to share with you our latest investment solution; the Passive Managed Portfolio Service (Passive MPS).  After the launch of our Managed Portfolio Service in November last…

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IBOSS Ethical Performance Ethical Performance Update

The IBOSS PMS Ethical portfolio continues to perform strongly relative to its benchmark – IA 40-85% Shares – now outperforming over all cumulative periods up to, and including,…

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