IBOSS launches discretionary management service

Nine risk-rated portfolios

Beth Brearley
clock • 1 min read

IBOSS has launched a new discretionary management service comprising of nine risk-rated portfolios.

The Managed Portfolio Service will sit alongside their existing advisory and OEIC offerings, which launched in 2008 and 2016 respectively, and administer over £1.2bn of assets. The new service will be white-labelled for advisers in keeping with the firm's other propositions, with advisers and financial planners the sole focus of IBOSS. IBOSS AM's Metcalfe: We expect US economic data to weaken sooner than many expect IBOSS investment director Chris Metcalfe said that they will "never deal directly with investors" as it "creates a conflict of interest". He added: "We launched the ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Two-thirds of Aviva preference shareholders accept insurer's buy-back plan

Two-thirds of Aviva preference shareholders accept insurer's buy-back plan

Retail investors have been warned about buyback consequences

Professional Adviser
clock 14 April 2025 • 2 min read
JP Morgan Chase CEO Jamie Dimon warns of tariffs' inflationary impact as he stands by 'innovative' US

JP Morgan Chase CEO Jamie Dimon warns of tariffs' inflationary impact as he stands by 'innovative' US

Annual letter to shareholders

Eve Maddock-Jones
clock 07 April 2025 • 3 min read
Berkshire Hathaway denies Buffett's endorsement of Trump's tariffs

Berkshire Hathaway denies Buffett's endorsement of Trump's tariffs

Omaha oracle went cash heavy ahead of stock market fall

Eve Maddock-Jones
clock 07 April 2025 • 2 min read
Trustpilot