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AJ Bell looks at ex-Brown Shipley exec for CIO role

AJ Bell has hired Kevin Doran as its chief investment officer and Matthew Brennan as fixed income fund manager as it eyes further fund launches.

Doran was chief investment officer at Brown Shipley until June 2016 and more recently the group head of research and strategy at its parent company KBL European Private Banking.

He will also take on the role of managing director of AJ Bell Investments.

Matthew Brennan was Brown Shipley Private Bank senior fund manager and head of fixed income research. At AJ Bell he will manage the platform’s existing passive range, which was launched in April. The platform also offers a managed portfolio service.

AJ Bell chief executive Andy Bell says:“Our managed portfolio service and range of passive funds have been well received by the market and we are looking to build on that initial success.

“Kevin and Matthew bring a huge amount of expertise and knowledge to the business at a time when we believe there is growing demand for straightforward, low cost investment solutions.”

Doran says: “Following the FCA’s asset management market study there is a huge focus on the value active fund management is delivering to investors.  This creates an opportunity for a new investment proposition capable of delivering active returns at passive prices.”


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AJ Bell wins Sipp charges complaint

AJ Bell has won a case against a client who wanted his platform fees for the past 14 years reduced. A client, referred to as Mr N, complained to the Pensions Ombudsman that, because he did not have enough information about what fees would be payable, he sold a property holding in his Sipp far […]


From AJ Bell to Aviva: What platforms say about discount deals

Earlier this week the FCA published its terms of reference for its platforms market study, which will look at whether platforms aid good investor decisions and whether they offer value for money. The FCA says it wants to understand if platforms are “able and willing” to negotiate competitive pricing on investment charges. Money Marketing spoke […]

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In Focus — May 2015: private medical insurance market in Germany

Welcome to the latest edition of In Focus. In this issue, Jelf examines the private medical insurance market for employers with expatriate workforces in Germany. This includes the common challenges faced in sourcing appropriate coverage, along with a selection of available solutions. This will be of particular interest to HR/reward decision makers with employees based in Germany. It will assess the cultural norms, risks and backdrop that are relevant to organisations with expatriate staff in this location.


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