FTAdviser Service Awards
IBOSS has been honoured with the prestigious FTAdviser 5-Star Award in the Discretionary Fund Manager category for five consecutive years, making us the most awarded provider in this category. This accolade, determined by financial advisers themselves, highlights our unwavering commitment to exceptional service, transparency, and adviser support.
In 2022, we were awarded the Outstanding Achievement Award, recognising our consistent excellence in the DFM category.
The FTAdviser Service Awards set the benchmark for outstanding service in the financial services industry. Winners are determined by advisers, making these awards a true reflection of the value and support we provide. Year after year, IBOSS has been recognised as a leader in the industry, reinforcing our dedication to making investing simpler, smarter, and more effective for advisers and their clients.
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Defaqto Ratings
Defaqto is one of the UK’s most trusted sources of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions.
Unlike consumer reviews, they are based on facts, not opinions.
The IBOSS MPS range is 5 Star rated by Defaqto, which shows that we provide one of the highest quality offerings on the market. Star ratings look at the comprehensiveness of features and benefits, rather than solely focusing on cost, and provide an expert assessment to see the quality of products or propositions at a glance.
In addition, the Core MPS range has also achieved a 5 Diamond Rating for the 5th consecutive year, meaning it offers an excellent proposition relative to the peer group across charges and other fund manager features including the business, team, and investment process.
Furthermore, the IBOSS OEIC Fund Range has been 4 Diamond Rated as a fund family, meaning they offer a good proposition relative to the peer group across charges, performance, risk shape and other features.
Professional Adviser Awards
IBOSS has been honoured with the ‘Best DFM’ award at the esteemed Professional Adviser Awards 2024.
Award winners were recognised by a panel of industry professionals to showcase their significant achievements and progress made in the industry over the past year.
This recognition is a testament to the hard work, dedication, and passion of every member of our team who show an unwavering commitment to serving the financial planning community.
From our investment team, who continuously strive for the best client outcomes in volatile market conditions, to our operations team, whose dedication to superior service for advisers sets the bar high for excellence.
Citywire Adviser Choice Awards
IBOSS won both ‘Best Reporting’ & ‘Best Communication in a Crisis’ at Citywire’s Adviser Choice Awards 2023 for the second consecutive year. Additionally, we also won ‘Best DFM North’ in the regional categories.
Providing good communication to advisers and clients is something we have always been focused on, so we are very proud to have been recognised for this, especially during some of the most challenging of times, such as the global Covid pandemic.
The audience, of professional financial advisers and planners, scored discretionary fund managers they work with across 10 different criteria to recognise who is leading the way in providing a stellar client experience.
We have also previously ranked within the top 5 DFM providers in other categories, including ‘Best Value for Money’ and ‘Best Digital Interface’.
Citywire Wealth Manager’s Top 100
IBOSS Chief Investment Officer, Chris Metcalfe, has been included in Citywire Wealth Manager’s Top 100 for the past three years; their annual showcase of the UK’s most influential fund selectors.
Citywire conduct an in-depth, quantitative, nationwide search not just for those who control the most assets, but also those who are reshaping the industry.