It is with great pleasure that we can officially announce the IBOSS discretionary Managed Portfolio Service (MPS) range is now available on Nucleus.
Nucleus
Nucleus is an award winning online wrap platform, launched in 2006 by a group of seven financial adviser firms who set out to create a platform with a difference. Similar to our own ethos at IBOSS, Nucleus put the adviser and client at the heart of the process, focusing on a client-aligned approach rather than a product-led one and are committed to transparency and banishing complexity.
Today they work with over 900 adviser firms and continue to be driven by advisers to develop a platform that meets your needs.
IBOSS MPS
Built specifically for the financial adviser marketplace, our discretionary offerings provide practical and cost-efficient ways to outsource the management of your clients’ investments, whilst aligning them to their long-term investment goals, appetite for risk and desired investment style.
The same IBOSS investment philosophy is consistent across all of our solutions; we place an emphasis on diversification, risk-adjusted returns and defensive characteristics, enabled by rigorous quantitative and qualitative research.
Included within the extensive support offered by the MPS, we also provide an optional white labelled client communication service at no extra cost. These quarterly updates are sent to clients on your behalf, including your own branding and keeping them informed of current economic and market conditions, as well as any changes to their portfolios.
Contact
If you would like more information regarding our discretionary range or to discuss any specific queries, then please do not hesitate to contact a member of our Business Development Team;
Kevin Morrison – 07891814345 / kevin@ibossltd.co.uk
Tracey Atkin – 07719327524 / tracey@ibossltd.co.uk
Tanya Legge – 07902307277 / tanya@ibossltd.co.uk
This communication is designed for Professional Financial Advisers only and is not approved for direct marketing with individual clients.
