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Services

Comprehensive, in-house, fund service provision:

Relationship Management
Risk & Compliance
Transfer Agency
Client Service
Pricing & Valuations
Financial Reporting
Platform Liaison

Full service operational and compliance support for investment managers.

In addition to the support that we provide for clients on a daily basis, we also have a dedicated projects team, happy to discuss and explore ideas with existing or prospective clients.

So whether you’re looking for a new ACD for your established fund range, considering launching a new OEIC to meet identified demand, struggling to keep pace with regulatory change as an independent ACD or trying to identify ways to improve operational efficiency within your organisation, do get in touch.

To get in touch call us on 0115 988 8200

Alternatively, request a call back

Request a callback

Funds

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