Episode 08: Kevin Doran

Kevin Doran, Managing Director of A J Bell Investments

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode:

Abraham and Kevin have a lively discussion around:

• How Kevin started in Asset Management and his role at A J Bell Investments.

• Growing £1bn of assets organically and the investment approach behind it.

• Explaining the difference between discretionary MPS providers operating on AAC and reliance on others.

• The significance of VAT and why it shouldn’t be charged to clients.

• Kevin’s biggest financial mistake.

• How Kevin plans to invest his retirement money.

Guest profile

Kevin began his career in financial services as an Investment Analyst, from where he progressed to become Chief Investment Officer at a major private bank.

He then took on the role of Group Head of Research & Strategy for a Luxembourg-based private banking group, before moving into several consultant roles for various investment management and banking businesses. Then in October 2017, he joined A J Bell Investments as a Managing Director and CIO.