We are delighted to announce that the IBOSS team have been commended in the highly competitive Discretionary Fund Manager category at the 2024 Moneyfacts Investment Life and Pensions Awards. This recognition is a testament to the dedication of our team and the ongoing trust placed in us by our financial advisers.
“The DFM category included some well established and strong competitors so to be commended is a huge achievement for the team.
We are also very appreciative of the financial advisers who recognised our efforts and put us forward for the award with whom it would not have been achievable. This commendation inspires us to continue raising the bar, ensuring that our advisers continue receiving the highest levels of service.”
– Chris Metcalfe, IBOSS CIO
The selection process to get this recognition is determined through a rigorous two-part process. From January to April, financial advisers across the industry were invited to submit testimonials for their preferred providers, without being constrained by a predetermined shortlist. This allowed advisers to nominate providers freely.
For IBOSS to be recognised without firstly being put into a predetermined shortlist means we have been organically recognised for our hard work and this has not gone unnoticed by the financial advisers we support.
The second part of the process involves the submitted testimonials being handed over to an expert research team, who thoroughly analysed the features of each nominated provider’s products over the past 12 months which then determined the final decision.
This thorough and detailed process shows the impressive achievement being commended for best Discretionary Fund Manager means and the hard work the IBOSS team continuously puts in, all year round.
The full ‘Best Discretionary Fund Manager’ 2024 shortlist:
EQ Investors
IBOSS Asset Management – Commended
Investec Wealth & Investment
LGT Wealth Management
Parmenion
PortfolioMetrix
Quilter Cheviot
Rathbone Investment Management – Winner
RBC Brewin Dolphin
Tatton Investment Management – Highly Commended
For further information on how to access our DFM MPS portfolios please speak to your IBOSS Business Development Manager or email enquiries@ibossltd.co.uk.