written by Natalie Holt
Tuesday, 18 October 2022
IBOSS is the latest MPS provider which is now available to assess and compare in Analyser.
The number of new MPS providers on Analyser is growing all the time, with 24 providers in total now on the system.
IBOSS was formally set up in 2008 and launched its discretionary Managed Portfolio Service in November 2018. As at 31 July 2022, its MPS ranges hold a total of £767.3m in assets under management.
There are four ranges:
- Core MPS (which is actively managed)
- Passive MPS
- Income MPS
- Sustainable MPS
Alongside its MPS, other services include white-labelled communications advisers can use with clients, annual investment days and the opportunity for on-site visits.
IBOSS head of business development Kevin Morrison says: “Not many people will know that IBOSS was founded by a small group of advisers who all worked together. This included our chief investment officer Chris Metcalfe, who has led the investment team ever since.
“Because of our history, and where we have grown from, we believe we have a great understanding of what advisers require. We also firmly believe in the value advisers add to their clients, which is why our services and products are not directly available to retail clients.
“To ensure we are as transparent as possible, we strive to be available on all the leading tools for the growing MPS marketplace. For this reason, we were eager to be part of Analyser as soon as we heard of its launch, due to the lang cat’s reputation for providing the adviser and planner community with expert research.”
You can find out more about IBOSS on Analyser’s MPS directory