IBOSS Asset Management

IBOSS is proud to announce that we have won the 2024 FT Adviser 5-Star Award in the DFM category—for the fifth consecutive year! 🏆 This milestone makes us the most-awarded DFM provider in the history of the awards. “We are deeply honoured to receive the 5-Star Award for the fifth consecutive year. This achievement wouldn’t be possible without the unwavering support of our adviser community, who have once again rated us so highly. A huge thank you also goes to our incredible team at IBOSS, whose commitment to delivering exceptional service standards is the foundation of this success. This recognition reflects your hard work, passion, and drive to exceed expectations year after year. Together, we remain committed to setting the benchmark for excellence in the DFM space." - Chris Metcalfe, Managing Director & CIO A huge thank you to all the advisers who voted for us. We’re proud to continue putting you and your clients at the centre of everything we do. 🙌 #FASA2024 #Investing #FinancialPlanning

🎙️ In the latest episode of the Back of the NAV podcast, our Investment Analyst, Kate Townsend, joins Adam Lewis and Julian Marr to share how she’s applying key investment principles—rooted in the IBOSS philosophy of deep diversification, long-term planning, and avoiding emotional decision-making—to build and manage her FPL squad. Kate has been making waves both in investment management and in Fantasy Premier League this year, currently ranked 327,900 overall with a total of 984 points this season. She’s also leading the IBOSS Premier League and sits 2nd in the Back of the Network league—an incredible achievement in just her second season of playing FPL! Whether it’s allocating budget across premium and differential players or staying focused amidst the highs and lows, Kate’s approach is a must-listen for anyone looking for tips to refresh their FPL team over the festive period. Take a listen below ⚽ 👇 #FPL #Investing https://lnkd.in/etZGX5Ah

𝐇𝐞'𝐬 𝐜𝐨𝐦𝐢𝐧𝐠 𝐭𝐨 𝐭𝐨𝐰𝐧! ...but not until after Christmas. Whether you love him, loathe him, or just try to ignore him, one thing is certain: Trump is coming back! Despite not officially starting his second term until his inauguration on January 20, 2025, it feels for all the world as though Donald Trump is already behind the wheel and firmly directing US policy both economically and geopolitically. So, while it is still very early, what do we think we know, and what could this mean for the investing landscape? Our Investment Manager, Chris Rush, shares his views in our last Investment Team Insight for 2024. #Investing #USeconomy #FinancialPlanning 👉 https://lnkd.in/gyERh6BF

🆕 As we approach the end of the year, markets find themselves at a pivotal juncture. From renewed trade tensions following Donald Trump’s re-election to China's aggressive economic policy shifts, the global landscape is as dynamic as ever. November brought surprising gains in developed markets, steady returns for UK equities, and emerging opportunities in active bond management. With geopolitical uncertainty, central bank decisions, and inflation trajectories shaping the outlook, how should investors position themselves for the road ahead? Our Investment Manager, Chris Rush, shares more in our December Investment Update. #Investing #FinancialPlanning #WealthManagement 👉 https://lnkd.in/eWYfWDak

The US dollar acts as international reserve currency, so countries around the world need lots of it. But with Donald Trump soon back to the White House, experts are bracing for a world where dollars could become scarcer. Matteo Anelli at Trustnet asks our CIO, Chris Metcalfe, for his view on how a strong dollar could affect investment portfolios? 💵 🗞️ 👉 https://lnkd.in/grBvKWyz #Dollar #FinancialPlanning #Investing

Still riding high from our record-breaking award win two weeks ago, we’re thrilled to keep the momentum going with more fantastic news! 🎉 We are delighted to announce that IBOSS Asset Management has been shortlisted for the Best Discretionary Fund Manager category at the prestigious Professional Adviser Awards 2025. As the 2024 holders of this award, it is an honour to be recognised once again by the judging panel for our commitment to delivering exceptional service and value for advisers and their clients. The winners will be announced on 19 March 2025 at The Brewery in London, where we will join an exceptional lineup of providers in our category. Discover the full shortlist here 👉 https://lnkd.in/e-xbE-vj #PAAwards25 #Investing #FinancialPlanning

Gold prices hit a record high of $2,800/oz in October, traditionally rising during economic and geopolitical uncertainty. However, some analysts believe gold may no longer follow its usual patterns with real interest rates and the U.S. dollar, hinting at a shift in investor perception. Join us for a our Sector Spotlight Webinar where we will be covering all things gold and how it fits into IBOSS's strategy. The webinar will also feature guest speaker George Cheveley, Portfolio Manager of the Ninety One Global Gold Fund. Don’t miss this chance to explore gold’s market dynamics and how it can enhance your clients’ portfolios. Register Now ✍ 👉 https://lnkd.in/eucyGXBB #investing #gold #financialplanning

Global equities gained 1.4% in local currency terms last week, reversing the bulk of their decline the previous week. UK investors fared even better due to a further weakening in the pound with markets up 2.2% in sterling terms. Equity markets had a quietish week, in part down to the Thanksgiving holiday in the US. Global equities gained 0.7% in local currency terms but were down 0.4% in sterling terms due to a modest rebound in the pound to $1.27. Bonds had a good week with UK gilts and US Treasuries returning 1.1% and 1.4% respectively, on the back of a 0.15-0.20% fall in yields. 10-year Treasury yields are rather surprisingly now slightly below their level before the election despite the worries over the inflationary impact of Trump’s plans to hike tariffs and cut taxes. But will Trump follow through with his promise to hike tariffs or is his bark bigger than his bite? Our Chief Economist, Rupert Thompson, has the latest in our Week 48 Market Update 👉https://lnkd.in/e3bNvDEQ #investing #financialplanning #economy #marketupdate

Yesterday we held our investment seminar in Leeds. It was a great day filled with insightful talks and discussions on the current market. The day featured some great guests including George Godber from Polar Capital, our chief economist Rupert Thompson and our very own Chris Metcalfe and Chris Rush. Thanks again to those who attended and stay tuned for more events like this in the future. #investing #financialplanning #financialadvisers

The debate between active and passive investing is one of the most contentious topics in financial markets. While some advisers swear by the simplicity and cost-effectiveness of passive funds, others advocate for the strategic opportunities provided by active managers. Find out what our Investment Manager, Chris Rush's approach is in this months investment team insight. ⚖👉https://lnkd.in/eQ88kdBx #investing #financialplanning #activeinvesting #passiveinvesting