Bailey Gifford
An independent investment partnership known for long-term growth equity investing that faces SEC caps on private holdings.
First Mentioned
6/8/2026, 2:49:39 AM
Last Updated
6/8/2026, 2:57:54 AM
Research Retrieved
6/8/2026, 2:57:53 AM
Summary
Bailey Gifford (historically and commonly spelled Baillie Gifford) is a prominent British investment management firm founded in Edinburgh, Scotland, in 1908 by Colonel Augustus Baillie and T J Carlyle Gifford. Operating as an independent, unlimited-liability partnership, the firm manages substantial assets globally, with offices in Edinburgh, New York, and London. In the context of modern financial markets, Bailey Gifford is recognized as an institutional giant alongside firms like Fidelity and Wellington Management. These institutions navigate regulatory caps on private allocations, driving significant demand for future public listings as companies stay private longer. Baillie Gifford has historically been a major sponsor of cultural events, notably lending its name to the Baillie Gifford Prize for Non-Fiction, though it ended its literary festival sponsorships in 2024 following environmental campaigns.
Referenced in 1 Document
Research Data
Extracted Attributes
Industry
Investment management
Company Type
Private, unlimited-liability investment partnership
Headquarters
Edinburgh, Scotland, United Kingdom
Number of Employees (2025)
1,640 employees
Assets Under Management (AUM) as of 2025
£286.3 billion
Assets Under Management (AUM) as of March 2026
£179 billion
Timeline
- Baillie Gifford is founded in Edinburgh, Scotland, by Colonel Augustus Baillie and T J Carlyle Gifford, initially starting as a legal partnership before transitioning to investment management. (Source: Baillie Gifford - Wikipedia)
1908-01-01
- The founders establish Baillie Gifford & Co to manage investment trusts independently of their legal practice, completing the transition to a dedicated partnership. (Source: Our History | About Us | Baillie Gifford)
1927-01-01
- Baillie Gifford expands its portfolio by taking over the management of Monks Investment Trust and two other related companies. (Source: Baillie Gifford - Wikipedia)
1931-01-01
- The Samuel Johnson Prize is renamed the Baillie Gifford Prize for Non-Fiction after Baillie Gifford becomes its primary sponsor, restoring the winner's prize money to £30,000. (Source: Baillie Gifford Prize - Wikipedia)
2016-01-01
- Baillie Gifford extends its sponsorship of the non-fiction book prize until at least 2026, increasing the winner's prize money to £50,000. (Source: Baillie Gifford Prize - Wikipedia)
2019-01-01
- Over 50 authors sign an open letter threatening to boycott the Edinburgh International Book Festival due to Baillie Gifford's investments in fossil fuel companies. (Source: Baillie Gifford - Wikipedia)
2023-01-01
- The Edinburgh International Book Festival and the Hay Festival suspend their sponsorship deals with Baillie Gifford following intense pressure and boycott threats from campaigners. (Source: Baillie Gifford - Wikipedia)
2024-05-01
- Baillie Gifford officially ends all remaining sponsorship deals with literary festivals, withdrawing approximately £1 million in annual funding. (Source: Baillie Gifford - Wikipedia)
2024-06-01
Wikipedia
View on WikipediaUrquhart Castle
Urquhart Castle ( UR-kərt; Scottish Gaelic: Caisteal na Sròine) is a ruined castle that sits beside Loch Ness in the Highlands of Scotland. The castle is on the A82 road, 21 kilometres (13 mi) southwest of Inverness and two kilometres (1+1⁄4 miles) east of Drumnadrochit. The present ruins date from the 13th to the 16th centuries, though built on the site of an early medieval fortification. Founded in the 13th century, Urquhart played a role in the Wars of Scottish Independence in the 14th century. It was subsequently held as a royal castle and was raided on several occasions by the MacDonald Earls of Ross. The castle was granted to the Clan Grant in 1509, though conflict with the MacDonalds continued. Despite a series of further raids the castle was strengthened, only to be largely abandoned by the middle of the 17th century. Urquhart was partially destroyed in 1692 to prevent its use by Jacobite forces, and subsequently decayed. In the 20th century, it was placed in state care as a scheduled monument and opened to the public: it is now one of the most-visited castles in Scotland and received 466,420 visitors in 2025. The castle, situated on a headland overlooking Loch Ness, is one of the largest in Scotland in area. It was approached from the west and defended by a ditch and drawbridge. The buildings of the castle were laid out around two main enclosures on the shore. The northern enclosure, or Nether Bailey, includes most of the more intact structures, including the gatehouse, and the five-story Grant Tower at the north end of the castle. The southern enclosure or Upper Bailey, sited on higher ground, comprises the scant remains of earlier buildings.
Web Search Results
- Baillie Gifford Prize - Wikipedia
The Baillie Gifford Prize for Non-Fiction, formerly the Samuel Johnson Prize, is an annual British book prize for the best non-fiction writing in the English language. It was founded in 1999 following the demise of the NCR Book Award. With its motto "All the best stories are true", the prize covers current affairs, history, politics, science, sport, travel, biography, autobiography and the arts. The competition is open to authors of any nationality whose work is published in the UK in English. The longlist, shortlist and winner is chosen by a panel of independent judges, which changes every year. Formerly named after English author and lexicographer Samuel Johnson, the award was renamed in 2015 after Baillie Gifford, an investment management firm and the primary sponsor. Since 2016, the [...] From its inception until 2001, the prize was independently financed by the founding benefactor. In 2002, it was taken over by the BBC and re-named the BBC Four Samuel Johnson Prize and managed by BBC Four. In 2009, the name was amended to the BBC Samuel Johnson Prize for Non-Fiction and managed by BBC Two. The new name reflected the BBC's commitment to broadcasting coverage of the Prize on the BBC2 programme, The Culture Show. In 2016, the name was changed to the Baillie Gifford Prize for Non-Fiction, after its new primary sponsor, the Edinburgh-based investment management company Baillie Gifford. [...] Prior to the 2009 name change, the winner received £30,000, and each finalist received £2,500. After 2009, the award was £20,000 for the winner, and each finalist received £1,000. In February 2012, the steering committee for the prize announced that a new sponsor had been found for the prize, an anonymous philanthropist, enabling the prize money to be raised to £25,000. In 2015, funding for the prize was arranged by the Blavatnik Family Foundation, while the organisers sought new primary sponsors from 2016 onwards. In 2016, under new sponsors Baillie Gifford, the prize money was restored to £30,000 for the winner. In 2019, following the announcement that Baillie Gifford will sponsor the award until at least 2026, the prize money was increased to £50,000.
- Baillie Gifford - Wikipedia
Wikipedia # Baillie Gifford Baillie Gifford & Co is a British investment management firm which is wholly owned by partners, all of whom work within the firm. It was founded in Edinburgh, Scotland, in 1908 and still has its headquarters in the city. It has corporate offices in New York and London. Baillie Gifford & Co | | | --- | | | | | Company type | Private | | Industry | Investment management | | Founded | 1908; 118 years ago (1908) | | Founders | Augustus Baillie Carlyle Gifford | | Headquarters | Edinburgh, Scotland, UK | | Key people | Andrew Telfer, Senior Partner | | AUM | £286.3 billion (2025) | | Number of employees | 1,640 (2025) | | Website | bailliegifford.com | ## Contents ## History [...] Baillie Gifford was a long-standing sponsor of literary festivals around the UK. However, in 2023, an open letter signed by over 50 authors threatened to boycott the 2024 Edinburgh International Book Festival because of the firm's investments in "corporations that profit from fossil fuels". In May 2024, both the Edinburgh Book Festival and the Hay Festival announced that they would suspend their sponsorship deals with Baillie Gifford in response to these threats, with Hay referring to "claims raised by campaigners and intense pressure on artists to withdraw". In June, Baillie Gifford announced that it had ended all of its remaining sponsorship deals with literary festivals, funding that amounted to approximately £1M per year. The winner of the 2024 Baillie Gifford prize, Richard Flanagan, [...] The Straits Mortgage and Trust Company Limited was renamed The Scottish Mortgage and Trust Limited in 1913, and this was followed by the introduction of several other investment trusts. Baillie Gifford’s clients and staff emerged relatively unscathed from the First World War, and the ‘Roaring Twenties’ gave Gifford many opportunities to expand the firm’s investment business. By 1927, the transition of Baillie & Gifford WS from a firm of solicitors conducting institutional investment business to a partnership managing investment trusts was completed with the creation of Baillie Gifford & Co. Baillie Gifford took over the management of Monks Investment Trust and two other related companies in 1931. The firm continued to grow steadily until the outbreak of the Second World War.
- Baillie Gifford - Independent global investment managers since 1908.
# Baillie Gifford Independent global investment managers since 1908. Financial Services • Edinburgh • 58,241 followers • 1,001-5,000 employees ## Overview We are an independent investment manager founded over a century ago in Edinburgh, owned and run by 59 partners. A lot has changed in our 117 years, but our focus on seeking superior, long-term investment returns for our clients has stayed constant. Our mission is to find game-changing companies that can sustain growth and provide returns for our clients for decades to come. As of March 2026, funds under management and advice totalled more than £179bn, a sizeable figure achieved by steady organic growth rather than by merger or acquisition. For enquiries please contact: enquiries@bailliegifford.com ### Website ### Crunchbase [...] Baillie Gifford (1w): Partner Gary Robinson on the BBC Today programme: . Capital at risk. He covers the anticipated SpaceX IPO and exciting AI listings like Anthropic and xAI . #ActualInvestors [Likes: 35, Comments: 0]; Baillie Gifford (1w): Congratulations to Anthropic on one of the most sought-after private funding rounds in venture history. Anthropic’s full statement: #ActualInvestors [Likes: 285, Comments: 4]; Baillie Gifford (1w): Vietnam vs the middle income trap: Roderick Snell explores how after an upgrade from ‘frontier’ to ‘emerging’ market, new leadership is making reforms designed to attract investors by encouraging private sector growth. How could reforms made by Vietnam’s new leader help avoid stagnation between wealth and competitiveness? #ActualInvestors [Likes: 7, [...] ### Website ### Crunchbase ### LinkedIn N/A ### Industry Financial Services ### Company Size 1,001-5,000 employees 1594 associated members (LinkedIn members who've listed Baillie Gifford as their current workplace on their profile) ### Founded 1908 ### Funding Last Round Date: 2021-03-24T00:00:00.000Z Last Round Type: Secondary market Total Rounds: 1 Last Round Raised: N/A ### Investors N/A ### Specialties Investment management , Asset management , ESG, Equity investing, Multi asset and fixed income investing, and long-term investing
- Our History | About Us | Baillie Gifford
## Introduction Baillie Gifford’s story is one of enduring independence, global ambition and a commitment to innovation. From our beginnings in Edwardian Edinburgh to our role as long-term partners to some of the world’s most forward-thinking companies, we’ve stayed true to our values: thinking far ahead, acting with conviction and building lasting relationships. ### 1908-1919: #### A bold beginning The Baillie Gifford legal partnership began in 1908 when Colonel Augustus Baillie and the younger ambitious T J Carlyle Gifford, spotted an opportunity in the booming rubber industry. They launched an investment trust just as the Ford Model T took off, driving demand for rubber tyres. [...] Scottish Mortgage thrived in this environment, delivering strong returns and expanding its reach, and the business launched new investment trusts to build on this momentum. In 1927, the founders created Baillie Gifford & Co to manage the trusts independently of their legal practice, which laid the foundations for the firm as it exists today. But the good times didn’t last. In October 1929, the Wall Street Crash abruptly ended the decade’s boom. ### 1930s-40s: #### Resilience through crisis Amid the turmoil created by the Wall Street Crash, Baillie Gifford’s business continued to grow, expanding by taking on the management of three new trusts and opening its first office in London. [...] We’ve also expanded into private markets, launched funds with sustainability goals, and partnered with leading thinkers to help us anticipate long-term trends. Despite challenges such as the financial crisis, the pandemic and rising inflation, we’ve stayed true to our long-term investment approach. As of 31 March 2025, we manage over £197bn in assets and remain the UK’s only large-scale independent, unlimited-liability investment partnership. Putting our clients’ interests first, we remain committed to independence, innovation and long-term thinking. ## Long-term vision We understand that the proper aim of the investment business is to direct capital to creating the goods and services that improve everyone’s lives. LinkedIn Logo YouTube Logo Baillie Gifford & Co
- Investment Managers
Find out more ## Important information Baillie Gifford Overseas Limited is wholly owned by Baillie Gifford & Co. Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK clients. Both are authorised and regulated by the Financial Conduct Authority. The information provided does not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. Any general enquiries regarding Baillie Gifford should be directed to the relevant individual as noted in the Contact Us section.
Location Data
Inner Bailey, Winterbrook, Wallingford, Crowmarsh Gifford, South Oxfordshire, Oxfordshire, England, United Kingdom
Coordinates: 51.6030349, -1.1208611
Open Map