IBOSS Asset Management

Award-winning investment solutions created by advisers, exclusively for professional financial planners. IBOSS was founded in 2008 and has a total assets under influence of £2.1bn. The IBOSS Discretionary Managed Portfolio Service (DFM MPS) offers four distinct ranges across 32 risk-rated model portfolios; Core, Passive, Decumulation and Sustainable. Each range provides a practical and cost-efficient way to outsource the management of clients’ investments, whilst aligning them to their long-term investment goals, appetite for risk and desired investment style. We firmly believe in the value advisers add to their clients, that is why our services and products are not directly available to retail clients. We are well aware that advisers are constantly under pressure to justify fees, demonstrate added value and adhere to evolving regulations, factors that are crucial in attracting new clients and retaining existing ones. Our aim is to do everything we can to support and enhance the adviser-client relationship through our award-winning services.