AJ Bell appoints head of funding options


Funding platform and SIPP supplier AJ Bell has appointed Jamie Ward as head of funding options.

Mr Ward joins from CRUX Asset Administration the place he was fund supervisor for the CRUX UK Core funds.

He will probably be answerable for managing AJ Bell’s vary of funding options, together with its managed portfolio service and multi-asset fund vary.

He was previously an fairness analyst at Investec and Brown Shipley the place he labored with AJ Bell’s managing director Kevin Doran.

Mr Doran stated: “Jamie and I’ve stored in contact since we labored collectively at Brown Shipley.  He has a wealth of expertise in working multi-asset portfolios and can play a key position in guaranteeing we proceed to ship a large selection of funding options with low prices and clear communications.”

Mr Doran is certainly one of quite a lot of senior appointments for the funding platform in current months.

In January Rachel Vahey joined the platform as head of coverage improvement. The platform’s earlier head of coverage, Gareth James, has taken on a brand new position at AJ Bell.

Final yr was a powerful one for AJ Bell which noticed a 38% internet progress in suggested clients within the yr ending 31 December.

The platform has 131,610 suggested clients.

Belongings beneath administration for the suggested platform had been £47.5bn as at 31 December.

Belongings beneath administration for the mixed suggested and direct to shopper platforms enterprise rose 23% (yr on yr) to £68.1bn, an increase of 4% over the quarter.







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