Peter has led global fixed income teams at T. Rowe Price, Flemings and JP Morgan. Over the past decade he has held senior roles at a fund of hedge funds and Standard Life Investments. Previously he worked with a multi-family office and ran his own investment consultancy business.
Elliot is Co-Manager of the T. Bailey Growth Fund and the T. Bailey Dynamic Fund, he has worked with the T. Bailey funds since 2000. Elliot has been instrumental in refining and improving the investment process upon which the T. Bailey funds are built. Elliot was previously an ACA with Deloitte & Touche and is a Warwick University Mathematics graduate.
Victoria’s responsibilities include fund research, quantitative and qualitative analysis covering mainly open ended funds, investment trusts and alternative investment products with a strong emphasis on managers who perform consistently. Victoria, who joined T. Bailey in 2007, is a King’s College London Mathematics and Management Studies graduate, holds the CertIM (IMC), PCIAM and is a Chartered Fellow of the CISI (Chartered FCSI).
Tom is responsible for developing our institutional and family business relationships as well as being a key input into the investment team’s thinking. Tom was previously at Aberdeen Asset Management and Cazenove Capital Management. Tom has a BA honours degree in Accounting and Finance and holds the CertIM (IMC).
Siobhon joined T. Bailey in 2008 and has been an investment analyst responsible for the research and fund selection of funds across a number of dedicated sectors and asset classes since 2011. In 2017 she became Assistant Fund Manager of the T. Bailey funds. Siobhon has previously studied Law and Business Administration and holds the IAQ, CertIM (IMC) and is an Associate of the CISI.
David joined T. Bailey after graduating with a First Class Honours Degree (BSc) in International Management with American Business Studies from the University of Manchester. David’s responsibilities include the provision of research with an emphasis on quantitative research. David also hold the CertIM (IMC).
Dawn joined T. Bailey in 1999, the year T. Bailey’s flagship fund was launched. Originally team PA, Dawn has held a number of roles within the organisation and therefore has a depth of knowledge of the business. Currently Investment Team Coordinator, Dawn is responsible for coordinating, maintaining and documenting all internal processes within the Investment Team.
0115 988 8211
Kevin has worked for T. Bailey since 2007. He has over ten years’ experience in Financial Services, previously working for Standard Life in their IFA Support Division. He graduated from the University of Glamorgan in 1999.
0115 988 8233
Laura joined T. Bailey in 2016 having previously worked in a client support function with a local IFA. Working closely with Kevin Payne, supporting IFAs, Laura’s responsibilities include client management, presentational material, processing and analysing MI data and maintaining existing and developing new relationships with IFAs.
Laura Graduated from the University of Derby with a Degree in Film and Video Production.
0115 988 8264
A member of the T. Bailey team almost since its inception in 2000, Richard is an integral part of the management team and runs the company’s compliance function. This combines compliance oversight and risk management with a proactive compliance culture and ongoing education, which creates a combined sense of corporate responsibility. Richard is ACA qualified and a graduate of Warwick Business School.
The T. Bailey Asset Management team outside their historic offices - once the home of the Sheriff of Nottingham!
Quentin Baer has been a Non-Executive Director of T. Bailey since February 2007. He originally worked in investment banking with Samuel Montagu and HSBC and subsequently founded an operations management consulting firm which grew to more than $50 million of revenues. He is now Chairman or Director of a number of private companies in the technology and professional services sectors.
Peter joined T. Bailey as Chief Executive Officer in 2009, bringing with him a wealth of operational and governance experience within the financial services industry, including senior positions at HSBC and CIBC. As Chair of the Risk Committee, Peter is accountable for oversight of the separate business functions, ongoing monitoring of and responsibility to our ACD Clients. Away from T. Bailey, Peter has served on boards of various charities including Housing 21, WPF Therapy, CIBC Children’s Foundation and is currently Chair at VoiceAbility.
The Forman Hardy family have owned and run businesses in the East Midlands for over 150 years; a tradition which Nicholas is keen to uphold. In addition to overseeing T. Bailey and a range of other businesses on behalf of the family, Nicholas is Chairman of Trustees of the Forman Hardy Holdings Pension Trust and of the Forman Hardy Charitable Trust.
Michael has been a T. Bailey Non-Executive Director since April 2009. He began his career in investment over 40 years ago, as an economist for the BP Pension Fund and has held roles at the most senior levels with BZW Securities, Barclays Capital and Baring Asset Management during his professional life. He continues to provide advisory support in a non-executive capacity for a range of financial and not-for-profit organisations and received a CBE for services to the financial industry in 1998.