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T. Bailey is a 100% family owned group of companies, comprising: the parent company, T. Bailey Holdings Limited; and two separate FCA registered entities: T. Bailey Asset Management Limited and T. Bailey Fund Services Limited. These are sister companies, with separate operating boards, objectives and profit streams.

Expertise within the group, includes: investment management (along with all requisite risk monitoring functions associated with this activity), as well as the TBFS specialisms of Authorised Corporate Director (ACD)/ Authorised Fund Manager (AFM) and full service in-house fund administration.

Independent ownership ensures stable stewardship of the T. Bailey brand and its activities, with the family behind the brand, the Forman Hardys, committed for the long term.

This simple ownership structure reinforces our economic alignment with that of our partner clients. We have a long term vision for our combined businesses, making us compatible partners.

Our shared aims do not focus solely on profitability at the cost of maintaining our reputation through quality growth. Our family service standards are preserved and passed on to our clients, for mutual benefit.


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TB Amati Investment Funds  
Aptus Investment Fund  
The Discovery Fund  
TB Doherty Funds  
TB Elite Investment Funds  
TB Enigma Funds  
TB Evenlode Investment Funds  
TB Guinness Investment Funds  
Heriot Investment Funds  
Ocean Investment Funds  
TB Saracen Investment Funds  
T.Bailey Funds  
TB Wise Investment Funds