Our AJ Bell Funds and MPS range are powered by AJ Bell Investments
With more than 60 years’ combined experience of managing funds for retail and institutional investors, this is the team that we trust to provide all of AJ Bell’s in-house fund management solutions.
In addition to their investment experience, several members of the team have also worked for and alongside independent advice firms, building centralised investment propositions and other investment management solutions for advisers. In other words, we don’t just understand investments, we understand your business too.
Kevin Doran - Managing Director – D2C and Investments
Kevin began his career in the financial services industry as an Investment Analyst, eventually progressing to become Chief Investment Officer at a major private bank. He then took on the position of Group Head of Research & Strategy for a Luxembourg-based private banking group, before moving into a number of consultant roles for various investment management and banking businesses. In October 2017, he joined AJ Bell Investments as Managing Director and CIO, and in 2022 took on the role of Managing Director – D2C and Investments.
Ryan Hughes - Investments Director
Ryan started his career in 1999 working for an independent financial adviser, progressing to become Head of Portfolio Management at an award-winning advisory firm. Moving on to a global asset management firm as a Fund Manager, he oversaw more than £10bn of multi-asset portfolios, and also sat on the Investment and Global Asset Allocation Committees. After seven years, Ryan joined a small multi-asset boutique managing portfolios for clients all around the world, before joining AJ Bell three years later to help establish our investment capability.
Samantha Andersen - Head of Investment Operations
Samantha joined AJ Bell Investments in 2021, bringing more than 15 years’ operations experience – including 11 years across a variety of financial services sectors. As well as managing departments helping vulnerable customers and investigating retail banking complaints, she’s also headed up the operations of an independent, asset finance company. She has a CMI Level 6 Diploma in Management and Leadership.
Terry McGivern - Senior Research Analyst
Terry’s career in financial services began in 2005 on the Settlements Team at a major bank. He later moved to an investment management company and then to a leading provider of financial services. In 2010, he took up a proprietary futures trading role at one of the world’s largest independent global commodities brokers. Prior to joining AJ Bell, Terry spent five years on the Investment Management Team at a discretionary investment manager in Liverpool, where he was also a member of the Asset Allocation Committee. Terry holds the CFA-UK Investment Management Certificate (IMC) and is currently studying towards the CFA Level 2 exam.
James Flintoft - Fund Manager
James has over a decade of experience running MPS and managed accounts for intermediaries. After graduating from Northumbria University with a first class degree in Finance & Investment Management, James joined a regional DFM, where he most recently served as Head of Investments. He joined AJ Bell Investments in 2023 as a Fund Manager. James is a CFA charterholder.
Tom McGoldrick - Fund Manager
Tom joined AJ Bell in October 2018, after graduating from Durham University with a master’s degree in Mathematics. He is now part of the Investment Management Team at AJ Bell Investments. Tom is a CFA charterholder and holds the CFA ESG certificate.
Alexandra Farrell - Product Manager
Alex first joined AJ Bell Securities in 2020 in the Client Services department and moved to join the Investments team in August 2021. She has a first class degree from the University of Leeds in Philosophy, Politics and Economics (International) and spent a year of this studying in Australia. She holds the Investment Management Certificate (IMC) and the PRINCE2 Practitioner Certificate in project management.
Alex Wickham - Research Analyst
Alex initially joined AJ Bell Securities in 2013 as part of the Dealing Team, where he worked as the Fund Dealing Manager, and moved to the AJ Bell Investments Team in 2022. He holds an Investment Advice Diploma (IAD), and is working towards the Investment Management Certificate (IMC).
Manan Goyal - Investment Analyst
Manan joined us after completing his Master's degree in Market and Quantitative Finance from Emlyon Business School. He initially joined as an Investments Intern in 2021, moving on to being a Junior Portfolio Analyst in the Investment Management Team, before being promoted to Investment Analyst in 2023. He holds the Investment Management Certificate (IMC)
Ruby Bollington - Junior Product Analyst
Ruby initially joined AJ Bell Investments as an Intern, during which time she helped to produce two whole-of-the-market overview reports on funds and MPSs. Following her internship she permanently joined the Investments Team as a Junior Product Analyst. She graduated from the University of Manchester with a first-class degree in International Business, Finance and Economics and holds the Investment Management Certificate (IMC).
Jack Shorrock - Junior Product Analyst
Jack first joined AJ Bell in March 2020 on the Customer Support Team, after obtaining a second-class degree in Business Economics from Leeds Beckett University. He spent 18 months on the team assisting customers, before joining the AJ Bell Investments Team in September 2022. Jack has completed the CISI Investment Operations Certificate (IOC) and holds the Investment Management Certificate (IMC).
Hassan Ali - Junior Business Analyst
Hassan joined AJ Bell Investments in 2022 as a Junior Business Analyst, after graduating from the University of Nottingham with a Master’s in Finance and Investment. He supports the Investments Team, ensures the product proposition is maintained and that new proposition ideas are formulated with regards to market and competitor trends. Hassan holds the Investment Management Certificate (IMC) and is currently studying towards Level II of the CFA Program.