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Autumn 2021 On the Road tour


Come and join our team of regulatory and investment experts and enjoy a coffee and refreshments with us as we deliver a wealth of technical and market-related content. All content qualifies for structured CPD time.

AJ Bell's autumn roadshow will be delivered across the UK at eight venues between 4 and 7 October.

Government guidelines will be adhered to – we cannot wait to welcome you back to our first live tour in over 18 months.

Live presentations will be delivered by our resident technical and investment experts, who will provide insight and updates on the latest industry news and market developments.

Each session qualifies for 120 minutes’ structured CPD time. We will provide refreshments on arrival.

Download the agenda for full details of each session and register below to secure your spot.

Select your location

The Bonham Hotel
35 Drumsheugh Gardens
Edinburgh
EH3 7RN
United Kingdom

Kimpton Blythswood Square Hotel
Blythswood Square
Glasgow
G2 4AD
United Kingdom

The Mere Hotel & Spa, Chester Road
Mere
Knutsford
WA16 6LJ
United Kingdom

Weetwood Hall Estate
Otley Road
Leeds
LS16 5PS
United Kingdom

National Conference Centre
Coventry Road, Bickenhill
Solihull
B92 0EJ
United Kingdom

Tracy Park Hotel
Bath Road, Wick
Bristol
BS30 5RN
United Kingdom

Leonardo Royal Hotel London St Paul’s
10 Godliman Street
London
EC4V 5AJ
United Kingdom

South Lodge, Brighton Road
Lower Beeding
Horsham
RH13 6PS
United Kingdom

Host welcome
Speaker Name
Alison Mollard
Speaker Job Title
Head of South East Sales
Speaker Firm
AJ Bell Investcentre
Session Overview

Alison will host the session and will invite any questions you may have for any of our speakers.

Your regional business development manager will provide an update on the latest AJ Bell business figures and the platform market, as well as a run-through of the latest AJ Bell Investcentre products and developments.

About Alison

Speaker Bio

Alison is a finance graduate with over 25 years’ experience in the financial services industry. Having worked as the National Key Accounts Manager for a large investment trust for over 10 years, she joined AJ Bell in September 2010 as a member of the Business Development Team, responsible for sales and the promotion of our platform and pension products to advisers across the South East.

Market outlook
Speaker Name
Ryan Hughes
Speaker Job Title
Head of Investment Research
Speaker Firm
AJ Bell Investments
Session Overview

Ryan will provide his insight into the latest performance across investment markets and address the volatile activity and factors contributing to this. He’ll provide his thoughts on the outlook for the rest of the year and into 2022.

About Ryan

Speaker Bio

Ryan started his career in 1999 working for an independent financial adviser, eventually progressing to become Head of Portfolio Management at an award-winning advisory firm. Ryan then joined a global asset management firm as a Fund Manager, where 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 Active Portfolios, Ryan now oversees all actively managed investment solutions and fund research.

Market outlook
Speaker Name
Russ Mould
Speaker Job Title
Investment Director
Speaker Firm
AJ Bell
Session Overview

Russ will provide his insight into the latest performance across investment markets and address the volatile activity and factors contributing to this. He’ll provide his thoughts on the outlook for the rest of the year and into 2022.

About Russ

Speaker Bio

Russ Mould’s long experience of the capital markets began in 1991, when he became a Fund Manager at a leading provider of life insurance, pensions and asset management services. In 1993, he joined a prestigious investment bank, working as an Equity Analyst covering the technology sector for 12 years. Russ eventually joined Shares magazine in November 2005 as Technology Correspondent and became Editor of the magazine in July 2008. Following the acquisition of Shares' parent company, MSM Media, by AJ Bell Group, he was appointed as AJ Bell’s Investment Director in summer 2013.

Technical roundup
Speaker Name
Lisa Webster
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Lisa will have a look at the latest industry news, where we are up to in terms of Budget rumours and what measures might be put in place to deal with the COVID debt. This will include a round-up on FCA related matters and what it all means for advisers and their clients, with a look to what’s coming down the line.

About Lisa

Speaker Bio

Lisa is an economics graduate with over 11 years’ experience in the financial services industry. Prior to joining AJ Bell in May 2014, she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Resources Team, responsible for providing regulatory and technical analysis to the business and outside world.

Cryp-no-currency
Speaker Name
Kevin Doran
Speaker Job Title
Chief Investment Officer
Speaker Firm
AJ Bell Investments
Session Overview

We’ve all been there…client wants a conversation about Bitcoin, Ether or Dogecoin and they’re bringing their favourite 20-year old with them.  Where’s the crypto cheat sheet when you need it?!?
Starting with Satoshi and bringing things right up to date, in this session Kevin will take us on a tour of the crypto-landscape - arming you with the information to take on the 20-year old and keep your client’s portfolio on the straight and narrow.

About Kevin

Speaker Bio

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.

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