Best DFM Professional Adviser UK

Professional Adviser Awards

IBOSS has been honoured with the ‘Best DFM’ award at the esteemedJosh Folgado IBOSS PA Awards 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.



IBOSS FTAdviser Awards Best DFM MPS

FTAdviser Service Awards

FTAdviser created the DFM category in 2020, and IBOSS has exemplified superior service in this category by winning the five star award in each year since it launched; making us the only provider to achieve this feat. Not only that, but we placed top out of all the DFM providers in the category for three consecutive years, with a consistently high number of scores.

Because of this, FT Adviser awarded us the ‘Outstanding Achievement’ award in 2022.

We believe our adviser roots are integral to our success in understanding the needs of advisers, planners and their clients.

The FTAdviser’s Service Awards highlight the very best in service provision as they are voted for by financial advisers and planners, with results being calculated by scoring industry peers against each other.

Read more about these awards here.

Citywire Adviser Choice AwardsIBOSS Wins Citywire awards 2023

IBOSS won both ‘Best Reporting’ & ‘Best Communication in a Crisis’IBOSS Citywire Adviser Choice Awards 2022 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 been shortlisted in three other categories, meaning we ranked within the top 5 DFM providers in the ‘Best Value for Money’, ‘Best Digital Interface’ and ‘South & South East’.





Citywire Wealth Manager’s Top 100

Citywire Top 100 IBOSS Chris Metcalfe

IBOSS Chief Investment Officer, Chris Metcalfe, has been included in Citywire Wealth Manager’s Top 100 for the past two 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.

Defaqto Ratings


The IBOSS MPS range is 5 Star rated by Defaqto, this shows it provides one of the highest quality offerings on the market. Our Core MPS range has also achieved the 5 Diamond Rating, meaning it offers excellent propositions relative to the peer group across charges and other fund manager features.

The IBOSS OEIC Fund 2 has been 5 Diamond rated in the Multi-Manager Return Focused category and funds 1, 4 and 6 have a 4 Diamond rating.

Unlike consumer reviews, Defaqto ratings are based on facts, not opinions.