Building partnerships

Why T. Bailey?

We build effective partnerships with professional advisers. Whether you are a financial adviser, solicitor or accountant, this partnership approach means we provide specialist investment management expertise to complement your existing capabilities and to provide the very best possible outcomes for your clients. The structure of T. Bailey also means that our interests are aligned with those of your clients. We have an uncompromising focus on consistently delivering strong returns in real terms, which will allow our investors to achieve their objectives. The difference is in our DNA:

  • Family office heritage
  • Holistic, unconstrained investment looking beyond labels and indices
  • Construction of relevant investment solutions
  • Focused on consistent returns for investors, rather than asset gathering.

Benefits of our portfolios

  • Outcome focused, targeting consistently strong real returns for our investors, not relative performance versus an index or peer group.
  • Portfolios expertly constructed to achieve our investors’ objectives.
  • Risk management through diversification.
  • Efficient investment structure and economies of scale: access to a wide range of investment options that might be impossible or too expensive to access direct.
  • Flexibility: the fund structure is a highly liquid one, allowing investors to make redemptions simply.
  • Tax efficiency: Capital Gains Tax is not levied on transactions within our portfolios.
  • Simple administration: investments represent a single holding for administrative purposes, which means much less paper and much simpler tax reporting.
  • Transparency: your clients will know exactly who is managing their money, where it is being invested and the objective in terms of a real return. They will receive annual accounts, an interim report and monthly updates.

Videos

Introduction to T. Bailey

Here Peter Askew and Elliot Farley tell T. Bailey’s story and explain the benefits for your clients. They also offer an introduction to the T. Bailey Growth Fund and the T. Bailey Dynamic Fund.

T. Bailey Growth Fund

Before making an investment you should ensure that you have read and understood the relevant Key Investor Information document. For the most up-to-date performance figures please also see the growth fund factsheet.

T. Bailey Dynamic Fund

Before making an investment you should ensure that you have read and understood the relevant Key Investor Information document. For the most up-to-date performance figures please also see the fund factsheet.

asset management

Introduction to T. Bailey

T. Bailey Growth Fund

asset management

T. Bailey Dynamic Fund

Our partnership approach

We help you to provide an outstanding service for your clients by offering:

  • Regular access to fund managers
  • Clear, concise and relevant investment insights for your clients
  • Blog updates, reflecting latest investment views
  • Thought leadership events and articles.

T. Bailey, your investment partner

“I have recommended their funds for a number of years, and like their focus on CPI+ targets.”

Peter Gilbert – BALPA Financial Solutions Limited

“T. Bailey have constantly delivered the investment outcomes demanded by my clients over a number of years.”

Paul Bennett – Paul Bennett & Associates

“T. Bailey’s thematic approach has consistently delivered the returns desired within the risk parameters specified. The funds provide an ideal ‘core’ investment solution for clients.”

Lance Sharman – Premier Investment Management

How can we help you?

Contact Kevin Payne for more information.
Email me or telephone 0115 988 8233

Get in touch