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 £1 Billion*.

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 October 2019

Open Ended
Company (OEIC)

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

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Model portfolios, research and administration for financial advisers.

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The IBOSS ethos with the benefits of discretionary management.

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Passive Managed
Portfolio Service

(Passive MPS)

Primarily passive & index funds, managed on a discretionary basis.

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