Ep 8 – Kevin Doran, Managing Director at A J Bell, gives his thoughts on his role, how to approach investing and where the industry has gone horribly wrong!
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
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