Investment approach

Our investment approach

When it comes to investments, we endeavour to ensure our clients’ financial objectives and future aspirations are met.

Whether you are planning for the future or managing your existing wealth, we aim to instil peace of mind in each and every one of our clients. We are experts in ensuring your needs are understood, managed to your expectations and maintained in line with your requirements and attitude to investment risk. We strive to achieve the best service standards and have many long-standing client who stand testament to our investment strategy and philosophy when it comes to achieving your goals.

Since the outset we have used the Portfolio Management Service (PMS) service which provides an actively managed quarterly review process for the majority of our clients. Our close relationship with the team which provides the PMS service means we felt confident in restricting our advice to make this our primary recommendation for investments.

The PMS investment process has been running over nine years, creating successful asset allocation models and model portfolios. Using multiple funds in a sector, with a complementary investment approach, the portfolios are re-balanced and reviewed quarterly.

The PMS was established by IBOSS Limited in 2008. The Investment team have earned a reputation for building and maintaining successful model portfolios, while running a close team to ensure they maintain their professional high standards and deliver an exceptional service.

In 2016 the same team, led by Chris Metcalfe, launched OEIC, provided by IBOSS Asset Management Limited (who are associated by Directors and shareholders). The product has the same investment philosophy and investment process behind it, as well as the same investment team.

The benefit the OEIC offers is access to the same diversification, multi-asset and multi-fund investment strategy, with proven management expertise; the OEIC has a solution for each core risk profile. Each is actively managed within this legal and regulated framework on an ongoing basis, and so does not require client agreement to any fund changes.

Philosophy

The success of our strategy has come from an open and pragmatic approach to investment. We firmly believe that different styles of management, tools and research work in different parts of the investment cycle. We therefore maintain a flexible investment process.

The same investment philosophy runs through both our OEIC and the Portfolio Management Service. Our philosophy is:

  • A commitment to holding no more than 4% in any single fund
  • A fixed strategic asset allocation with tactical overlay
  • Completely independent fund selection
  • A robust quantitative and qualitative process
  • An emphasis on consistency of returns, relative to benchmark
  • A desire to avoid restrictions, which may hamper investment performance

Please remember:

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.

Novus Financial Services Limited and IBOSS Limited are both wholly owned subsidiaries of IPN Partners Limited. IPN Partners Limited is also an associated company of IBOSS Asset Management Limited. All four companies have some employees, shareholders and directors in common; which means that employees, shareholders and directors of Novus Financial Services Limited have a vested interest in IPN Partners Ltd, IBOSS Limited and IBOSS Asset Management Limited, and therefore in the business we transact for you through our own solutions.

What our clients have to say

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