IBOSS ASSET MANAGEMENT

Award-winning investment solutions created by advisers,

exclusively for professional financial planners

Discover our range

Our services

Innovative and adaptive, cost-effective investment solutions. Constructed to suit a wide range of client requirements.

Managed Portfolio Service

DFM 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

IBOSS Weekly Market Update | September 9, 2024 Market Update | Week 37 9th September 2024

Global equities fell 3.8% in both local currency and sterling terms last week, bringing back memories of the short but sharp market correction in early August. The latest…

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IBOSS Weekly Market Update | September 2, 2024 Market Update | Week 36 2nd September 2024

Markets were quietish last week, leaving investors undisturbed for the most part to enjoy the last of the summer holidays. Global equities were up 0.5% in local currency…

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Top 5 Common Investment Mistakes to Avoid Top 5 Common Investment Mistakes to Avoid 27th August 2024

The French writer Voltaire observed, “Uncertainty is an uncomfortable position, but certainty is an absurd one.” This quote perfectly encapsulates the emotional and behavioural challenges that investors often…

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