IBOSS has been honoured with the ‘Best DFM’ (Discretionary Fund Manager) award at the esteemed Professional Adviser Awards 2024.
The ceremony, which celebrated its 19th year on 20 March, brought together a distinguished array of delegates from across the financial advisory landscape, as award winners were recognised by a panel of industry professionals. Held at The Brewery in London, the event showcased the significant achievements and progress made in the industry over the past year, recognising outstanding contributions across various categories, including advice propositions, ESG, Consumer Duty, and multi-asset solutions, among others.
IBOSS CIO, Chris Metcalfe, said: “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.”
At the heart of IBOSS’s investment philosophy is a steadfast commitment to constructing portfolios that offer a smooth investment journey with reduced volatility. This approach involves a deep commitment to diversification across asset classes and geographies, and a strategy that incorporates multiple funds within each sector to avoid concentration risk and recency bias. The ultimate measure of success for IBOSS is its ability to consistently outperform relevant benchmarks across all risk ratings, with lower volatility and drawdowns.
Impressively, 27 of 32 IBOSS MPS portfolios have outperformed their benchmarks since the market lows of late October 2022. This demonstrates that the portfolios are well-positioned to take advantage of a broad market rallies without take significant concentration risk.
Another key factor which led to our recent award success was our dedication to unparalleled support for the financial adviser marketplace. Priding ourselves on superior service levels, where no team member, including key individuals from the Investment Team, is off-limits to advisers or clients. This direct line of communication is invaluable for understanding the intricacies of portfolio construction and fast-paced market movements, with regular, clear, and transparent communication creating a pillar of the IBOSS service ethos.
IBOSS Business Development Manager, Josh Folgado, collecting the Professional Adviser Award 2024 for ‘Best DFM’.
The IBOSS MPS stood out in the ‘Best DFM’ category, with a total of 32 risk-rated portfolios across four distinct ranges: Core, Passive, Decumulation, and Sustainable. The proposition provides financial advisers with a comprehensive suite of options to meet diverse client needs and is available on 15 platforms, with many portfolios also rated by popular risk profilers, simplifying the selection process for advisers.
More information is available here or you can directly contact a member of the IBOSS Business Development Team below to discuss or request more details.
Business Development Team
Tracey Atkin: tracey@ibossltd.co.uk / 07719327524
Dawid Lesniowski: dawid@ibossltd.co.uk / 07907574921
Josh Folgado: josh@ibossltd.co.uk / 07458023166
Edward Daniell: edward@ibossltd.co.uk / 07811800777
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 OEIC fund or 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.
We provide the DFM MPS as both distributor and manufacturer. Details of our target market assessment can be found in our compliance investment procedures, available upon request. Each fund will be assessed independently, but it is highly unlikely that any one fund held in our portfolio will meet the target market in isolation—detail of why the inclusion collectively will be suitable is included within our research.
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: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 06427223.
