IBOSS Asset Management is delighted to announce that it has surpassed £2 billion in assets under influence (AUI).
According to Next Wealth’s latest ‘MPS Proposition Comparison Report’, IBOSS is the 6th fastest growing discretionary fund manager (DFM) by assets and percentage of assets over the past 12 months.
This milestone reinforces the company’s reputation as a trusted investment partner for professional financial advisers and planners, and reflects its commitment to delivering exceptional risk-adjusted returns for the end client. The impressive growth in AUI is a testament to our ability to navigate the ever-changing financial landscape. By consistently delivering strong investment performance and demonstrating a deep understanding of market dynamics, the company has attracted and retained clients seeking long-term investment preservation and growth.
In response to reaching this significant milestone, IBOSS’s CIO, Chris Metcalfe, expressed his enthusiasm and gratitude, stating, “We are thrilled to have surpassed the £2bn assets under influence. This achievement is a testament to our advisers’ trust in us and our talented team’s hard work and dedication. We remain committed to delivering exceptional investment outcomes and unparalleled service to our clients as we continue to grow.”
IBOSS became part of the Kingswood Group 18-months ago and is reaping the benefits of being part of a larger group. With the additional resources Kingswood offer, and the benefit of a larger team, IBOSS is well placed for further growth.
David Lawrence, Kingswood CEO commented: “Our purchase of IBOSS in December 2021 was a transformational step in widening our investment management reach. I am delighted with collective efforts across Kingswood and IBOSS to grow AUI and this milestone of £2bn for the business, but we are only just getting going, so there is a lot more to come”.
IBOSS remains at the forefront, employing a disciplined investment process that focuses on diversification, rigorous risk management, and the ability to identify and capitalise on investment opportunities. The company’s ability to adapt to changing market conditions while staying true to its core values has been instrumental in achieving this feat.
With a team of experienced investment professionals and a client-centric approach, we hope to continue our trajectory and cement the company’s position as a leading asset manager and DFM provider.
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 is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866.
IBOSS Asset Management Limited is ultimately owned by Kingswood Holdings Limited, an AIM Listed company incorporated in Guernsey (registered number: 42316).
Registered Office: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.
IAM 194.7.23
