The IBOSS investment approach used in its Portfolio Management Service is designed to outperform benchmarks with lower volatility at all risk levels. It is billed as “alleviating the administration burden with demonstrable client satisfaction”.
“The arrangement with IBOSS enables advisers who want to outsource their investment making decisions, both the building and the maintaining of investment portfolios, to do so in a way that enables them to retain a direct relationship with their clients, via the white labelling facility,” said Novia sales director Paul Boston.
“The service offered by IBOSS portfolios enables advisers to not only access a strong performance track record but also incorporates an invaluable client review service taking the strain of the ongoing client investment reviews”.
