New Content Integration with T. Bailey Asset Management

We have some exciting news on the latest upgrade to ATEB Suitability on 15th March 2024. This update comes at no additional cost and provides a new addition to our content integration library.



We have partnered with T. Bailey Asset Management to provide our customer firms with access to the following:

  • A description of their service
  • A description for each of their portfolios:
    • Multi-Asset Dynamic Fund
    • Multi-Asset Growth Fund
    • Global Thematic Equity Fund
    • UK Responsibly Invested Equity Fund

This functionality can be enabled by a Company Administrator via the Content Integrations screen.

Thematic investors since 1999, T. Bailey have an uncompromising focus on consistently delivering strong returns in real terms, to allow our investors to achieve their objectives. T. Bailey manage four funds – two multi-asset solutions and two equity solutions.

Key to what we believe investors seek, our aim is to preserve and grow investors’ wealth in real terms. To achieve this, we measure our returns against inflation. Instead of investing geographically, we focus on global themes that offer higher growth opportunities. Rather than comparing investments with a market index, T. Bailey is judged by the outcome it produces for investors.

A small team dedicated to building close personal relationships with all our clients and partners, simplicity is at the heart of everything we do. We speak in a jargon-free language everyone can understand.

Interested in exploring our key features and benefits? Click the link below:

Key-Features and Benefits

Please don’t forget we have a collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available on our Help & Support Portal.

Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have / 0191 338 8177.

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

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About the Author

Doug has over 14 years experience in the financial services industry and works as a Senior Product Consultant for ATEB Suitability. He provides training and support for our users and also looks after the content of our suitability report templates. He loves to catch up with customers and is always available for a friendly chat.

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