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


Model portfolios, research and administration for financial advisers.

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Portfolio Service


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

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 –…

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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…

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Focussing on the Investment Horizon Focussing on the Investment Horizon

Inevitably, we have been asked more questions than at any time since the Global Financial Crisis regarding whether advisers and/or at least some of their clients should remain…

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