At IBOSS, we understand your world because we’ve lived it. We’re not just another MPS provider—we’re your investment partner.

We deliver a premium service that prioritises your clients’ goals, transparency, and no-nonsense communication.

All of our investment solutions have been specifically created for the financial adviser marketplace. We firmly believe in the value you add to your clients, that is why our services and products are not directly available to retail clients.

In a world where markets are often unpredictable, the IBOSS investment philosophy stands as a pillar of reliability. With an impressive 15-year track record, our Investment Team has consistently delivered returns while maintaining a strong focus on minimising risk.

By reducing volatility, even during the most challenging market conditions, we provide advisers and their clients with the reassurance they need to stay confident in their long-term financial plans. Our approach is built on rigorous analysis, a commitment to independence, and a dedication to delivering outcomes that truly align with the needs of advisers and their clients.

With IBOSS, you can rely on a proven strategy that offers stability and consistent performance, no matter how uncertain the conditions.

At IBOSS, we’ve built our reputation on delivering a first-class service designed to support advisers and their clients at every step of their financial journey. Our commitment to excellence is reflected in the glowing testimonials from advisers who value our personalised approach and unwavering dedication to their success.

We’re proud to be the only DFM provider to achieve the prestigious FTAdviser 5-star award for five consecutive years—a testament to our consistent delivery of exceptional service across all areas of our business. From our investment expertise to our operational efficiency, we strive to exceed expectations and set the standard for premium service in the industry.

We believe that outstanding service is about more than meeting expectations—it’s about redefining them. By partnering with IBOSS, you gain access to a team that’s as invested in your success as you are.

You can read the excellent reviews by advisers and planners who use the services of IBOSS on our Adviser Case Studies page, or watch some of our Adviser Video Stories where many complement our high-quality service levels.

At IBOSS, we prioritise transparency and collaboration, which is why we provide advisers with direct access to our Investment Team. This unique feature allows you to raise specific client queries and gain expert insights into our investment strategies, empowering you to address client concerns with confidence.

By engaging directly with our experienced team, you benefit from timely and reliable responses, enabling you to provide clear, informed advice to your clients, particularly during periods of market uncertainty.

This personalised support not only enhances your ability to deliver a high-quality service but also strengthens trust and confidence in your adviser-client relationships. At IBOSS, we see this direct connection as an essential part of building long-term partnerships and supporting you in delivering exceptional outcomes for your clients.

Since 2008, IBOSS has successfully navigated numerous challenging market conditions by maintaining complete independence in our fund selection process. This independence is at the heart of our investment philosophy, allowing us to make unbiased decisions that prioritise the best outcomes for advisers and their clients.

Unlike some competitors that heavily use in-house products, IBOSS does not rely on its own products in its MPS, enabling greater flexibility and independence in fund selection. We are also free from any external influences or restrictions imposed by third parties. This means we have access to the entire market when selecting funds, giving us the flexibility to choose the most appropriate solutions for our portfolios without being tied to specific fund houses, products, or strategies.

We believe that independence isn’t just a feature of our service—it’s a critical component of making better investment decisions. By staying true to this principle, we continue to deliver solutions that advisers and their clients can trust, no matter how challenging the market environment.

At IBOSS, our core philosophy is simple: the client always comes first. Every decision we make is guided by a commitment to prioritising clients’ long-term financial interests over fleeting short-term gains.

We design our investment strategies to deliver consistent, reliable outcomes that align with your clients’ goals. By avoiding over-concentration and market-chasing tactics, we mitigate unnecessary risk and ensure portfolios remain diversified, balanced, and resilient—even in volatile market conditions.

At IBOSS, we believe that exceptional investment solutions should be accessible to all advisers and their clients. That’s why we have no minimum investment requirements for individual clients or advisory firm AUM thresholds to start working with us.

Whether you’re advising high-net-worth individuals, clients with smaller portfolios, or just beginning to grow your advisory business, our flexible approach ensures that everyone benefits from the same expert management, proven strategies, and award-winning service.

By removing these barriers, we empower you to deliver tailored investment solutions to a broader range of clients while offering you the support and expertise needed to grow your business. Partner with a DFM that prioritises inclusivity and puts you and your clients first.

At IBOSS, we understand the importance of staying informed in a fast-changing financial landscape. That’s why we provide regular, comprehensive updates to keep advisers and planners ahead of the curve, enabling you to make confident decisions for your clients.

Our updates include:

Weekly Market Update: Stay up to date with concise and timely market updates that highlight key developments.

Monthly Webinars with Industry Experts: We host in-depth webinars every month, often spotlighting specific topics or areas of interest. These sessions frequently feature guest speakers, such as fund managers from industry-leading houses, offering exclusive insights and expertise.

Interactive Q&A Sessions: Each webinar includes a live Q&A, giving you the opportunity to ask our Investment Team or guest speakers specific questions to make the sessions as valuable and relevant to you as possible.

Performance & Product Updates: Our Investment Team provides regular updates on portfolio performance, along with news on the latest product and service developments across IBOSS investment solutions.

All our webinars are CPD accredited, ensuring that your participation not only keeps you informed but also supports your professional development.

Our commitment to providing consistent, high-quality updates ensures you’re always equipped with the knowledge and tools needed to deliver exceptional service to your clients.

At IBOSS, we don’t just provide information—we deliver actionable insights to support your success.

In an industry riddled with jargon, we’ll say it as we see it and give you an honest answer. You might not always like the answer, but you will know it is honestly given. Our Chief Investment Officer and Managing Director, Chris Metcalfe, is often described as straight talking at our seminars and webinars, something that advisers appreciate when it comes to investment and market updates.

Additionally, we are transparent in everything we do. Portfolio holdings and performance are readily available on our website and updated monthly/quarterly. Fund change rationale and market commentary is also always available to explain why we make the decisions we do.

We offer you and your colleagues the opportunity to have tailored investment updates with your Business Development Manager and a member of our Investment Team periodically. This can either be in the form of a site visit to our offices or we can attend your place of work. Alternatively, these updates can be done online, it’s really whatever suits you.

During these meetings we can give you company specific investment updates and focused insights into any investment topics you wish to cover in detail, as well as providing a macro update. We endeavour to give you considerable market backdrop information for you to share with your clients.

With over £2 billion in Assets Under Influence (AUI), IBOSS leverages its scale to deliver significant benefits to advisers and their clients. Our size and reputation enable us to negotiate preferential share classes with leading fund houses, resulting in reduced Ongoing Charges Figures (OCF) across our portfolios.

These cost savings are directly passed on to your clients, ensuring they benefit from lower fees without compromising on quality or performance. This commitment to maximising value allows us to provide competitive investment solutions that are accessible, efficient, and focused on achieving long-term financial goals.