We are pleased to announce that the IBOSS MPS portfolios are now fully risk rated by Oxford Risk, further strengthening our presence across the UK’s leading third-party risk profiling tools.
Oxford Risk is a recognised leader in behavioural finance technology, providing cutting-edge tools that empower financial planners to deliver more personalised, objective, and emotionally aware advice. Their sophisticated methodology considers both the evolving circumstances of individual investors and the changing dynamics of global markets. This gives advisers enhanced confidence when aligning investment portfolios with their clients’ long-term financial goals.
The addition of Oxford Risk to our suite of risk rating partners reflects our ongoing commitment to supporting advisers with the tools they need to achieve consistently positive outcomes for clients. It also reinforces our aim to make our portfolios accessible and adaptable across a wide range of financial planning journeys.
For more information, or to request a copy of our latest risk profile summary, please get in touch with us here.
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.
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, incorporated in Guernsey (registered number: 42316).
Registered Office is: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.