Off the Road

Off the Road – a roadshow special autumn 2020


Our ‘Off the Road’ webinar series allows you to engage with our Technical and Investment Teams from afar as they deliver a wealth of useful technical and market-related content.

Off the Road 2-part webinar - a roadshow special 

Due to the COVID-19 controls in place across the UK, AJ Bell's autumn roadshow featured as two online webinars broadcast over two days.

Recordings can be found on the AJ Bell Investcentre Infocentre, using the links below.

Day 1 – Business and platform update/investment session around model portfolio data

Day 2 – Investment and markets outlook/technical roundup

About the day

Online event
United Kingdom

Business and Platform update
Speaker Name
Gary Dale
Speaker Job Title
Sales Director
Speaker Firm
AJ Bell Investcentre
Session Overview

Gary will provide an update on the latest AJ Bell financials and the platform market, as well as a run-through of the latest AJ Bell Investcentre developments.

About Gary

Speaker Bio

Gary joined AJ Bell in 2017, bringing with him over 20 years’ experience at some of the UK’s best-known asset management, investment management and life companies. In a previous role as the Head of Advisory Sales at a major investment solutions provider, Gary took responsibility for the distribution of all products into the UK, giving him a deep understanding of the modern adviser market and the tools that today’s advisers need in order to meet their clients’ requirements.

The last dance
Speaker Name
Kevin Doran
Speaker Job Title
Chief Investment Officer
Speaker Firm
AJ Bell Investments
Session Overview

The upheavals of 2020 allowed us to do two things.  Watch more Netflix and delve into the data that surrounds adviser model portfolios. The trends. The uses. The abuses. Culminating in a look at what worked (and didn’t) during the crisis.  All done from the safety of the free throw line.

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.

Investment outlook for 2020 and beyond
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 reasons for this. He will highlight both the winners and losers of the COVID-19 disruption and provide his thoughts on the outlook for the rest of the year and into 2021.

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 industry news and where we are up to in terms of measures put in place in response to the COVID-19 disruption. This will include a roundup 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.

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