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
Decumulation
Sustainable

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OEIC Fund
Range

OEIC

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

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Sustainable Investing

Sustainable Investing

A service that caters to clients who wish to invest in companies and organizations that commit to generating measurable social and environmental goals, alongside a financial return.

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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…

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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

Santa is Ahead of Schedule 5th December 2023

The Santa rally continued last week with global equities rising a further 0.7%. More impressively, equity markets chalked up in November their largest gain for three years, returning…

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IBOSS Further Portfolio Cost Reductions Further Portfolio Cost Reductions 29th November 2023

IBOSS is delighted to announce further OCF reductions to our MPS portfolios for the second consecutive quarter. Since the beginning of Q4, 30 out of the 32 portfolios…

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IBOSS Guest Insight | Christian Markwick talks FCA thematic review Christian Talks FCA Thematic Review 29th November 2023

Retirement income advice is a hot topic within the financial planning community at the moment, with the FCA due to release a report focusing on this complex area…

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