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/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.
Ryan Hughes Head of Active Portfolios
Ryan has nearly 20 years’ investment experience. Prior to joining AJ Bell he was a Fund Manager and Discretionary Portfolio Manager at a leading global investment management firm. Before that he spent eight years as a Senior Fund Manager at one of the UK’s largest investment groups, sitting as a member of their Investment Committee and Global Asset Allocation Committee.
Simon Molica Fund Manager: Active Portfolios
Before joining AJ Bell, Simon worked for an investment management company in the role of Portfolio Manager, running a variety of investment propositions – including the active range of their Managed Portfolio Service. Prior to this he worked at a global consulting firm and one of the world’s largest banking and financial services organisations. Simon holds a BSc in Mathematics with Management Studies, with honours, from the University of Sussex. He also holds the Investment Management Certificate and has passed both levels I and II of the Financial Risk Manager qualification.
Mark Gillan Head of Operations
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.
Natalie Yau Operations & Portfolio 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.
Matt Brennan Head of Passive Portfolios
Matt is responsible for the day-to-day running of the AJ Bell Funds, working with our investment team to further grow the range of investment options. He joined us with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA charterholder.
Terry McGivern Fund Manager: Passive Portfolios
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 Piper Active Portfolio Analyst
James joined AJ Bell in 2015 and spent his first two years with the company working for AJ Bell Securities, with spells in the Transfers, Conversions and Market Settlements business areas. He joined the fledgling AJ Bell Investments business unit in November 2016 as an Operations Analyst, and was heavily involved in the launch and implementation of the AJ Bell Funds range. James has a degree in Political, Economic and Social Sciences from the University of Sydney.
Tom McGoldrick Operations & 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.
Ross Rogerson Operations & 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).