A 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
Income
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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Portfolio Management Service

PMS

An active model portfolio service, consisting of 10 risk-rated portfolios, managed on an advisory basis

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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

Mark Perkins
This is where IBOSS really impresses; outperforming their peers while taking less risk than the benchmark and protecting the downsides.
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.
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.
Kate Pierce
"IBOSS clearly has excellent scalable processes, which means they consistently deliver. The system is robust and I’m confident it won’t break down".
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".
Sara Walker
“The relationship between ourselves and IBOSS is extremely strong. We have quarterly meetings with Chris Metcalfe and access at every level when we need it”.
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."
Matthew Wright
“Historically we ran our own portfolios. However, we rather became victims of our own success. The work involved became extremely time consuming."

View our latest news

IBOSS | Old Mutual Wealth MPS Now Available on Old Mutual Wealth 15th December 2020

It is with great pleasure that we can officially announce that the IBOSS Managed Portfolio Service (MPS) range is now available on Old Mutual Wealth. To satisfy increasing…

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