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.

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  • Kevin Doran

    Kevin Doran - Managing Director/Chief Investment Officer

    Kevin graduated with a First in Mathematics and Theoretical Physics from the University of Liverpool, and 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. He is a CFA charterholder.

  • Jamie Ward

    Jamie Ward - Head of Investment Solution

    Jamie graduated with a first class degree in Financial Mathematics from the University of Hull. He began his career as a Trainee Fund Manager at Brown Shipley in 2006, before moving to Williams de Broe in 2011. In 2013 he helped set up a hedge fund for Wolos Capital and took responsibility for a global equity book. In 2014 he became a Fund Manager at Oriel Asset Management where he ran their UK fund until 2021.

  • Ryan Hughes

    Ryan Hughes - Head of Investment Research

    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. As Head of Investment Research, Ryan now oversees all investment research covering active and rules-based solutions.

  • Terry McGivern

    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.

  • Mark Gillan

    Mark Gillan - Head of Product

    Mark studied Economics at Liverpool University, and has a master’s degree in International Banking & Finance from Liverpool John Moores University. Qualified to CISI Diploma level in Investment Operations, Mark came to AJ Bell with nine years’ experience in operations at a custodian and an investment management firm.

  • Samantha Andersen

    Samantha Andersen - Product Manager

    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.

  • Tom McGoldrick

    Tom McGoldrick - Senior Portfolio Analyst

    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 Operations Team at AJ Bell Investments and holds the Investment Management Certificate (IMC). He is currently studying towards the CFA Level 1 exam.

  • Natalie Yau

    Natalie Yau - Data Analyst

    Natalie joined AJ Bell Investments in the role of Operations and Portfolio Analyst following two years as a Performance Analyst at a major private bank. Natalie holds the Investment Management Certificate (IMC) and has a First Class (Hons) BSc Mathematics degree from the University of Salford.

  • Ross Rogerson

    Ross Rogerson - Portfolio Analyst

    Ross joined AJ Bell Securities as part of the Middle Office Team, where he worked for two years before joining AJ Bell Investments in April 2019. He has a Second Class (Hons) BSc in Mathematics with Finance from the University of Brighton, and is now studying towards the Investment Management Certificate (IMC).

  • Alexandra Farrell

    Alexandra Farrell - Product Analyst

    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 has had essays published on the Australian Association of Philosophy and holds the Investment Management Certificate (IMC).

  • Alex Wickham

    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).

  • Elliott Mellor

    Elliott Mellor - Junior Data Analyst

    Elliott studied Maths at Manchester Metropolitan University, joining the team in 2022 after having first been introduced on an internship in 2019. He joins us as a Junior Data Analyst, currently providing data support to the Investments Team.

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