Expert Panel

To simplify and streamline the voting process we have invited a panel of experts to review the investment fund and trusts choices available in each of the 15 categories. Each expert has then put forward their preferred investment fund and trust nominations. All nominees have been put together with the top six investment funds and trusts making the final short lists for AJ Bell customers to choose from.
Richard Romer-Lee

Richard Romer-Lee, Chief Executive Officer - Square Mile Research

Richard is a co-founder of Square Mile and is responsible for determining the strategy and focus for the business in conjunction with the Board and the Executive Management Team. Richard works closely with our clients and all members of the team as well as forging strong business relationships within the wider industry. Prior to founding Square Mile he was Research Director and co-founder of Old Broad Street Research Limited (OBSR). Following the acquisition of OBSR by Morningstar he became joint Managing Director of Morningstar OBSR, then MD of European Investment Consulting at Morningstar Inc. He has more than 25 years` industry experience, starting at BMA Services in 1986 before becoming an analyst at Buck Consultants.

Daniel Coatsworth

Daniel Coatsworth, Editor - Shares magazine

Daniel Coatsworth is the editor at Shares and has written for the publication since 2005. He is also the co-host of the AJ Bell Money & Markets podcast and a regulator commentator on Times Radio. His work has appeared in many of the UK's leading newspapers, investment and business websites and personal finance magazines. Daniel is an expert on equities and funds and is a leading commentator on financial education.

 

Ryan Hughes

Ryan Hughes, Head of Investment Research - AJ Bell Investments

Ryan started his career in 1999 working for an independent financial adviser, progressing to become Head of Portfolio Management at an award-winning advisory firm. Ryan then joined a global asset management firm as a Fund Manager, where he oversaw more than £10bn of multi-asset portfolios and also sat on the investment and global asset allocation committees. After seven years, Ryan joined a small multi-asset boutique managing portfolios for clients all around the world, before joining AJ Bell in 2016 to help establish our investment capability. As Head of Investment Research, Ryan now oversees all investment research for AJ Bell. Ryan is a member of the CFA UK Society, is frequently asked for his views in the press and on panel debates while also being recognised as one of the leading fund researchers in the UK.

Joel Adams

Joel Adams, CEO - LIFT-Financial

Joel Adams is the co-founder of LIFT-Financial, the award-winning Chartered Financial Planning Firm. He is a Chartered and Certified Financial Planner,  Fellow of the Personal Finance Society and a former PFS Chartered Financial Planner of the Year. LIFT have over £1.5bn under advice and have recently launched an in-house discretionary management firm, LIFT-Invest. 

“I’m a strong believer in the values of Chartered status and help the PFS promote these across the industry.  Helping people take control of their finances and giving them security for the future is what drives me.”

William Heathcoat Amory

William Heathcoat Amory, Co-founding Partner - Kepler Partners

William Heathcoat Amory is a Co-Founding Partner of Kepler Partners, and leads the Investment Trust Research business via Kepler Trust Intelligence. William has more than twenty years experience as an Investment Company analyst. Prior to co-founding Kepler Partners in 2008, he was part of the Extel number 1 rated Investment Companies Research team at JPMorgan Cazenove.

Terry McGivern

Terry McGivern, Senior Research Analyst - AJ Bell Investments

Terry started his career in 2005, with a variety of operational roles in investment banking and investment management. In 2010, he became a proprietary futures trader at one of the world’s largest, independent global commodities brokers. Prior to joining AJ Bell, Terry spent five years on the Investment Management Team at a discretionary investment manager in Liverpool, where he was also a member of the Asset Allocation Committee. Having spent 4 years as a fund manager on the AJ Bell fund range and passive portfolios, Terry moved to his current role as Senior Research Analyst for Passive, Smart Beta and Alternative Investments in 2021. He holds the CFA-UK Investment Management Certificate (IMC) and is currently studying towards the CFA Level 2 exam.

 

Emma Bird

Emma Bird, Research Analyst - Winterflood Securities

Emma joined the Investment Trust research team at Winterflood Securities in September 2015, after working for the Wealth Management Association for a year. She graduated from the University of Nottingham in 2014 with a First Class Economics degree and is a CFA® Charterholder. Emma leads the team’s research on the Property sub-sector and also covers a range of equity investment trusts.