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 support@atebsuitability.co.uk / 0191 338 8177.