Most of my clients are senior executives or founders who’ve already built their wealth.
The new risks aren’t investment returns - they’re cross-border estates, tax traps, succession questions, and decisions that are hard to reverse.

I help international executives & families in Vietnam & Southeast Asia bring clarity to three big questions:

• When can we safely slow down or stop, and where? How can our wealth best support our future?
• What happens to our family and assets if something happens to me here?
• Are we creating tax or legal problems across countries without realising it?

I sit on your side of the table, make sense of the cross-border stuff, and help you make decisions that hold up across countries.

Background: US & UK qualified, with a decade in institutional & family office finance (supporting ~3.5B USD in secured assets).

Today, I work with a small number of globally mobile families who value privacy, good structure, and peace of mind.

If you want a quiet second opinion, send a message. One conversation.

Robin Copley

IBOSS ASSET MANAGEMENT LIMITED

Business Development Manager

Business Development Executive

Chase De Vere

Paraplanner

Red Planet Financial Solutions 

Senior Paraplanner

A highly professional Financial Services individual with 20+ years working in the sector. 
The early days were spent gaining a good grounding of the industry with AXA in Business Support and a Business Development role.  
10 years followed this, paraplanning with a small IFA Firm and a large National IFA Firm, gaining industry qualifications along the way. 

2018, the time came for a change of direction, without wasting the vast years of experience and qualifications gained an opportunity presented itself following a chance meeting with an ex colleague and friend. Being asked to join the already successfully growing Asset Management team at IBOSS, was a privilege. 
Having had the pleasure of being a client of IBOSS in the paraplanning days, experiencing first hand their exceptional investment expertise and superior service offered, it was an easy decision to accept the opportunity to become part of the Business Development team.

Having a wealth of industry experience and an understanding of the ongoing challenges Financial Planning firms continually face, not least the ever changing regulatory demand on businesses puts me in the perfect position of being able to support both our existing firms grow and prospect firms receive a seamless onboarding experience at the beginning of their partnership with us.   

Outsourcing investment decisions to IBOSS enables Financial Planners to free up their valuable time to do what they do best, financial planning/coaching their clients and running their businesses in the way they wish, safe in the knowledge that their clients investment research and decisions are in capable hands, being managed by established and highly respected industry experts with an excellent 15+ year track record of delivering exceptional results for clients. 

If you are interested in hearing more about the multiple award winning IBOSS proposition which consists of 32 Multi Asset MPS portfolios available via 15+ platforms or the established Multi Asset OEIC Fund Range with an 8 year track record, we’ve a solution suitable for all client need whether it be active, passive, Decumulation or sustainable, let’s see if we have some crossover in what we are both doing.  I’d be delighted to hear from you here or visit www.ibossam.com.

taplio

The Battle

Robin Copley

Tracey Atkin

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