A simple theory is developed that accounts for many of the observed physical properties of micelles, both globular and rod-like, and of bilayer vesicles composed of ionic or zwitterionic amphiphiles. The main point of departure from previous theories lies in the recognition and elucidation of the role of geometric constraints in self-assembly. The linking together of thermodynamics, interaction free energies and geometry results in a general framework which permits extension to more complicated self-assembly problems.

A theory of self-assembly of surfactant molecules into micelles and bilayers is critically examined and extended to include vesicles and microemulsions. The notion of hydrophilic–lipophilic balance is quantified. The theory gives a unified account of type, size and shape of the aggregates which form under various conditions. Observed trends due to change in salt concentration, temperature and oil type, and due to the addition of cosurfactants, are correlated and emerge from a simple global framework.