Our history

Founded in 2008, we have one aim: to provide innovative investment solutions to financial advisers and planners.

Our first proposition was the Portfolio Management Service (PMS). It remains a popular outsourced investment solution and has grown to administer over £900 million*.

In response to adviser demand, we then launched our Open-Ended Investment Company (OEIC).

At every stage of our growth we’ve had needs of advisers, planners and their clients at the forefront of our mind.

That’s because our founders all previously held senior positions in advisory firms, where they had grown frustrated with the available investment solutions. Out of this frustration, coupled with a desire to innovate and disrupt, IBOSS was born.

Unlike similar businesses, we only deal with professional financial advisers. We firmly believe clients benefit from financial advice when making long term investment decisions, and therefore we don’t deal directly with retail investors.

*Figure correct as of November 2017

Open Ended
Investment Company (OEIC)

A range of independent risk-rated multi-asset fund of funds.

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Portfolio Management

Model portfolios, research and administration for financial advisers.

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Portfolio Service

The IBOSS ethos with the benefits of discretionary management.

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