The Portfolio Management Service (PMS) is provided by IBOSS Ltd, which is not regulated by the Financial Conduct Authority.

The contents of this website are aimed at professional financial advisers and not investors. If you are an investor please click here for more information about how to access our services.

Portfolio Management Service

Our multi-asset investment proposition is designed to support our partner firms and in turn deliver their client’s objectives.

We conduct in-depth quantitative and qualitative research to create a series of model portfolios:

  • Growth
  • Income
  • Ethical

These are available across a range of risk outcomes.

Our unique, white-labelled, quarterly review service, keeps you in contact with your clients and ensures their portfolios are regularly maintained, switched and re-balanced, in line with ever changing market conditions.

Correspondence carries your brand, not ours, and is sent via email. The client is directed to a secure website where they will find a market summary and an overview of the changes we have recommended.

The client can also log in to see up-to-date valuations and has the option to re-confirm their attitude to risk or alert the adviser to changes in their circumstances.

Detailed management information is sent out at various stages throughout the switching period, enabling advisers to keep track of any non-respondents, as well as maintain a log of return rates.

We know this service is valuable to advisers and clients alike. Advisers love it because it increases the exposure clients have to their brand and it adds value to their relationship. Clients value it because it keeps them fully informed with interesting and relevant information.

To prove the point, our latest Portfolio Management Service Quarterly Update, covering February to April, achieved an impressive positive engagement rate of 96%.