We are proud to celebrate 16 years since the launch of IBOSS, marking a milestone in our journey of delivering on the promises we made back in 2008. From day one, our mission has been clear: to provide advisers with investment solutions that achieve above-benchmark returns while maintaining lower-than-benchmark volatility, paired with top-level service to support the financial planning community.
In an ever-changing industry, IBOSS has built a long-term track record of performance—one that now spans 16 years, longer than most in the MPS space. This consistency reflects not only our rigorous approach to diversification and long-term investing but also our commitment to always putting the client first.
Built by Advisers, for Advisers
IBOSS was founded by advisers, for advisers, with the aim of addressing the challenges advisers face and supporting their vital role in serving clients. Over the years, we’ve remained true to these roots, constantly evolving our services and solutions based on adviser feedback. In recent times, this has included the ongoing development of our decumulation MPS range, designed to support advisers in a space that is increasingly under scrutiny. Whether it’s refining our investment strategies, enhancing service delivery, or expanding our offerings, our focus has always been on supporting the adviser and planner community.
Premium Service and Client-First Philosophy
At IBOSS, we believe that strong investment performance is only part of the equation. What truly sets us apart is the premium level of service we provide, consistently recognised throughout the industry. We’re here to make advisers’ lives easier, ensuring they can rely on us as a dependable partner while focusing on delivering value to their clients.
Above all, we remain steadfast in our client-first philosophy. Every decision we make prioritises long-term client outcomes over short-term gains, ensuring we stay aligned with the goals and values of the advisers and planners we work with.
A Heartfelt Thank You
This milestone wouldn’t have been possible without the trust and support of the adviser and planner community. We want to extend our deepest gratitude to every adviser who has partnered with us over the years. Your continued support drives us to uphold our values and push boundaries to deliver even greater results.
As we look to the future, we remain as committed as ever to helping you achieve success for your clients, navigating the challenges and opportunities that lie ahead together.
Here’s to the next 16 years of partnership, innovation, and delivering on our promise.
Thank you for being a part of the IBOSS journey.
This communication is designed for professional financial advisers only and is not approved for direct marketing with individual clients. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser. Investments are intended to be held over a medium to long term timescale, taking into account the minimum period of time designated by the risk rating of the particular fund or portfolio, although this does not provide any guarantee that your objectives will be met. Please note that the content is based on the author’s opinion and is not intended as investment advice. It remains the responsibility of the financial adviser to verify the accuracy of the information and assess whether the discretionary fund management model portfolio is suitable and appropriate for their customer.
Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested.
IBOSS Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866.
IBOSS Asset Management Limited is owned by Kingswood Holdings Limited, an AIM Listed company incorporated in Guernsey (registered number: 42316).
Registered Office is the same: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.