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!
Adviser 3.0: The Podcast - Un podcast de Abraham Okusanya - Les mercredis
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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