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 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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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

Woodford Update IBOSS Liquidity & Star Managers

As many of you know, we do not have an allocation to the Woodford funds in any format, having removed the manager from our portfolios in 2011, but…

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IBOSS July 2019 Webinar July 2019 Webinar

In our third webinar of 2019 our Investment Director, Chris Metcalfe, provided an up to date run through of the performance of our three investment solutions, the OEIC…

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