IBOSS Asset Management is a leading provider of investment solutions designed exclusively for the financial planning community. Founded in 2008 by a team of financial advisers, our extensive experience drove the creation of a company that could offer advisers more time to focus on client relationships by simplifying portfolio management and taking the complexity of investment management off their shoulders.
Our offerings include four distinct Discretionary Fund Management (DFM) MPS ranges—Core, Passive, Decumulation, and Sustainable—comprising 32 portfolios that cater to all risk profiles and investment objectives. Guided by a philosophy that emphasises diversification, risk management, and long-term stability, we have consistently delivered strong, low-volatility, risk-adjusted returns for over 15 years.
In today’s fast-paced environment, traditional approaches to financial planning and investment management are no longer sufficient. That’s why IBOSS stands out. Beyond investment management, we offer superior service levels and support advisers with white-labelled client communications, direct access to our investment team, and compliance assistance designed to strengthen client relationships in line with consumer duty. With a multi-award-winning track record, IBOSS is dedicated to making decisions in the best interest of the client, helping advisers achieve exceptional outcomes in today’s complex financial landscape.
