IBOSS LTD

www.ibossam.com

A boutique asset management company. Exclusively available to the financial adviser marketplace. IBOSS Ltd launched the Portfolio Management Service (PMS) in 2008, which as has now grown to administer over £1 billion of assets. In response to adviser demand, IBOSS Asset Management launched the OEIC Fund Range in February 2016 and discretionary Managed Portfolio Service in November 2018, bringing the total of assets under influence to approximately £1.5 billion. The IBOSS Managed Portfolio Service (MPS) offers four ranges of discretionary model portfolios – core, passive, income and sustainable. The MPS provides practical and cost-efficient ways 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 and demonstrate added value. Both factors are crucial if an adviser is looking to either attract new clients or retain their existing ones. This is what makes our white labelled client communication service a vital part of our proposition and can be included with any of our solutions at no additional cost. Our aim is to do everything we can to support and enhance the adviser-client relationship. Follow us on Twitter (@iboss_ltd) for updates on our performance, market updates and views on financial markets.

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A boutique asset management company. Exclusively available to the financial adviser marketplace. IBOSS Ltd launched the Portfolio Management Service (PMS) in 2008, which as has now grown to administer over £1 billion of assets. In response to adviser demand, IBOSS Asset Management launched the OEIC Fund Range in February 2016 and discretionary Managed Portfolio Service in November 2018, bringing the total of assets under influence to approximately £1.5 billion. The IBOSS Managed Portfolio Service (MPS) offers four ranges of discretionary model portfolios – core, passive, income and sustainable. The MPS provides practical and cost-efficient ways 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 and demonstrate added value. Both factors are crucial if an adviser is looking to either attract new clients or retain their existing ones. This is what makes our white labelled client communication service a vital part of our proposition and can be included with any of our solutions at no additional cost. Our aim is to do everything we can to support and enhance the adviser-client relationship. Follow us on Twitter (@iboss_ltd) for updates on our performance, market updates and views on financial markets.

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City (Headquarters)

Harrogate

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Employees

11-50

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Founded

2008

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Social

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  • Self Employed

    Email ****** @****.com
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