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Victoria Mortimer

Governance and Research Manager

Victoria joined the T. Bailey investment team in 2007 after relocating from London and now plays a key role supporting the fund managers across equity and fund research, analysis, and operational trading.

A Mathematics and Management Studies graduate with an analytical mind and a talent for organisation, she enjoys the variety her role offers — from carrying out essential administrative tasks (aka the boring stuff that needs to be done) to undertaking peer analysis and screening. As she puts it, “in this industry, every day is a school day – you are always learning.” It’s a sentiment that reflects her own values, having been appointed a governor at two local schools, along with holding the CertIM (IMC), CFA Certification in ESG Investing and the Private Client Investment Advice and Management (PCIAM) Level 6 CISI qualification. She is also a Chartered Fellow of the CISI (Chartered FCSI), demonstrating her commitment to integrity and professionalism within the investment industry.

Meet the team

Elliot Farley Elliot Farley
Fund Manager and CEO
Elliot Farley
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Ben Ridley Ben Ridley
Head of Equities
Ben Ridley
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Siobhon Becker Siobhon Becker
Assistant Fund Manager
Siobhon Becker
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Victoria Mortimer Victoria Mortimer
Governance and Research Manager
Victoria Mortimer
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Satveer Sokhi Satveer Sokhi
Investment Analyst
Satveer Sokhi
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Dawn Massingham Dawn Massingham
Office Manager
Dawn Massingham
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Ian Collett Ian Collett
Chief Operating Officer
Ian Collett
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Kevin Payne Kevin Payne
Relationship Manager
Kevin Payne
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Harry Forman Hardy Harry Forman Hardy
Client Portfolio Manager
Harry Forman Hardy
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Laura Emery Laura Emery
Operations Coordinator
Laura Emery
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Molly Lowton Molly Lowton
Trade and Operations Associate
Molly Lowton
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Tom Forman Hardy Tom Forman Hardy
Non-Executive Director
Tom Forman Hardy
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Noland Carter Noland Carter
Non-Executive Chairman
Noland Carter
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