Alex’s financial services career began in 2013 in our Dealing Team, where he held various roles – most recently Fund Dealing Manager. He then joined the AJ Bell Investments Team in 2022 as a Research Analyst, supporting the team on active fund selection. Alex holds an Investment Advice Diploma (IAD) and the Investment Management Certificate (IMC).
11 September 2026
Deep stock research across the world: meet the new trust on AJ Bell’s Investment trust select listWe keep our Investment trust select list under constant review to ensure we have the highest conviction in the trusts we have selected. Following our latest evaluation of the list, we have added the JPMorgan Global Growth & Income Trust to the list.
The trust offers investors access to a global equity strategy managed by JPMorgan’s Global Core team...
16 July 2026
Why this India fund with a research edge has joined AJ Bell’s Favourite funds listWe keep our Favourite funds list under constant review to ensure we have the highest conviction in the funds we’ve selected. Following a review of the list we have added an active Indian equity fund, the Ashoka WhiteOak India Opportunities fund to the list.
The Ashoka WhiteOak India Opportunities Fund offers investors access to one of the fastest...
11 May 2026
What changes have been made to the Favourite funds list?We keep our Favourite funds list under constant review to ensure we have the highest conviction in the funds we’ve selected. Following a recent review, in the Global Equities sector we have taken the decision to add the WS Guinness Global Equity Income fund and the Schroder Global Sustainable Value fund to the list.
The WS Guinness Global Equity...
19 January 2026
What changes have been made to the Favourite funds list?We keep our Favourite funds list under constant review to ensure we have the highest conviction in the funds we’ve selected. Following a recent review, we’ve decided to remove the Premier Miton Tellworth UK Smaller Companies fund.
We continue to hold Paul Marriage, the fund’s lead manager, in high regard and believe his investment approach remains...
8 January 2026
What changes have been made to the Starter portfolios - January 2026We recently carried out a review of our Starter portfolios. As a result of this review we have made the following changes to the Balanced and Adventurous portfolios.
Balanced Portfolio We have replaced the IFSL Evenlode Global Income fund with the Dodge & Cox Worldwide Global Stock fund. We believe the change improves the overall blend of...
8 January 2026
What changes have been made to the Favourite funds list - January 2026We keep our Favourite funds list under constant review to ensure we have the highest conviction in the funds we’ve selected. Following a recent review, in the Global sector we have taken the decision to add the Dodge & Cox Worldwide Global Stock fund to the list. To accommodate the fund, we have taken the decision to remove the Schroder Global...
6 November 2025
Why we’ve taken two UK names off our Favourite funds listFollowing a review of our UK active fund selections, we’ve decided to remove both the BlackRock UK Special Situations and BlackRock UK Income funds to consolidate our number of UK picks and to ensure we’re only selecting our highest conviction ideas.
We’ve removed the BlackRock UK Special Situations fund due to a decline in our conviction in the...
1 October 2025
The changes we've made to the Favourite funds list - October 2025We have added the FSSA Asia Focus fund to our Favourite funds because of its disciplined investment approach, which has been honed over the years by the fund’s experienced team head, Martin Lau. Martin began his investment career nearly three decades ago when he joined, what was then, First State Investments in 2002, learning under the tutelage of...
7 June 2024
Investment Trust - June 2024 updateThe AJ Bell IT Select list is designed to lighten your research load. There are many investment trusts out there – so we’ve narrowed the field by selecting a high-quality shortlist of trusts we believe can deliver their objectives over the long term. To make the list, each trust needs to pass our robust, independent selection process.
What have we...
