MPS Now Available on Old Mutual Wealth

IBOSS | Old Mutual Wealth

It is with great pleasure that we can officially announce that the IBOSS Managed Portfolio Service (MPS) range is now available on Old Mutual Wealth.

To satisfy increasing demand for the IBOSS MPS, we have been expanding platform availability in the second half of 2020 and we have already begun discussions with other platform providers to further increase the MPS availability as early as Q1 2021.

Kevin Morrison, our Business Development Manager said “Old Mutual Wealth have been on our radar for some time now, with quite a sizeable demand from advisers and planners that I have spoken to over the past 12 months. It’s fantastic that we have got the arrangement over the line and for our discretionary service to be made available before year end.

The IBOSS Managed Portfolio Service (MPS) offers four ranges of discretionary model portfolios – Core, Passive, Income and our brand new Sustainable 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.

All four MPS ranges follow the same IBOSS investment philosophy that is consistent across 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 these solutions, 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.

If you would like more information regarding our MPS 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.