Retirement Money Show Webinar
Abbas Barkhordar

Abbas Barkhordar, Fund Manager - Schroder AsiaPacific Fund

Growth - 12.05 , Growth - 12.25

Abbas joined Schroders as a graduate in 2007, working as a highly-successful member of the Emerging Markets team for 13 years, initially as an EM strategist and, most recently, a Frontier Markets Specialist with a focus on Asian markets. He joined the Asian Specialist team in July 2020.

Daniel Coatsworth

Daniel Coatsworth, Editor & Stock Market Analyst - AJ Bell

Income - 15.05 , Income - 16.25

Dan Coatsworth is a Stock Market Analyst at AJ Bell and co-host of the Money & Markets podcast. He has written about investing for the past 18 years and his work has appeared in many of the UK's leading newspapers, websites and magazines.

James Cook

James Cook, Portfolio Manager - JP Morgan Global Growth & Income

Income - 15.25 , Income - 16.25

James Cook, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2007, James joined the firm as a graduate trainee. He was previously a research analyst and also assisted with managing the strategic beta strategies. He holds a BSc (Hons) in Economics from University College, London and is a CFA charterholder.

Will Fulton

Will Fulton, Lead Manager - UK Commercial Property REIT

Income - 16.05 , Income - 16.25

Will Fulton graduated from the University of Aberdeen in 1987 with a degree in Land Economy when he joined the company, becoming a member of the Royal Institution of Chartered Surveyors in 1990. Throughout his 30 year career he has held a variety of commercial real estate positions gaining multi-disciplinary experience spanning investment, valuation, asset management, debt facility management, development and investor relations both in the UK and across continental Europe. Prior to managing UKCM, he oversaw a team managing the £2.3 billion Standard Life Heritage With Profits Real Estate Fund.

Stuart Gray

Stuart Gray, Co-Portfolio Manager - Alliance Trust

Growth - 11.25 , Growth - 12.25

Stuart is a portfolio manager at WTW, which manages Alliance Trust’s investments. He joined WTW in 2003 and has been co-portfolio manager of Alliance Trust since April 2017, when the Company adopted its multi-manager approach to investing in global equities. Stuart has extensive experience of researching equity managers all around the world, as well as constructing and managing portfolios for a range of client types globally. Stuart is a Fellow of the Institute of Actuaries (FIA) and a Certified Enterprise Risk Actuary (CERA). He graduated from The University of Nottingham in 2002 with a First-class honours degree in Mathematics.

Laith Khalaf

Laith Khalaf, Head of Investment Analysis - AJ Bell

Growth - 11.05 , Growth - 12.25

Laith Khalaf started his career in financial services at Hargreaves Lansdown in 2001, and has worked in a variety of roles across pensions and investments, covering both DIY and advised business. In 2007 he began to focus on research and analysis, and has since become a leading industry commentator, and a regular contributor to the financial pages of the national press. He’s a frequent guest on TV and radio, and for several years provided daily business bulletins on LBC. He now holds the position of financial analyst with AJ Bell, responsible for producing analysis and content focused on investments and personal finance topics for AJ Bell’s customers and the financial media.  

Ben Lofthouse

Ben Lofthouse, Head of Global Equity Income and Portfolio Manager - Henderson International Income Trust

Income - 15.45 , Income - 16.25

Ben Lofthouse is Head of Global Equity Income at Janus Henderson Investors, a position he has held since 2018. Prior to this, Ben was a director and has been part of the Global Equity Income Team since joining Henderson in 2004 and has managed several equity income mandates since 2008. Prior to Henderson, Ben worked as an accountant at PricewaterhouseCoopers, where he started his career in 1998.

Marcel Stotzel

Marcel Stotzel, Portfolio Manager - Fidelity European Trust

Growth - 11.45 , Growth - 12.25

Marcel joined Fidelity as an analyst in 2014. He initially covered US tech as an MBA intern, before being hired full-time to cover European Software and IT services and thereafter European Aerospace, Defence and Airlines. After a highly rated period in research, Marcel was promoted to Portfolio Manager and he has co-managed the Fidelity European Fund and Fidelity European Trust PLC since August 2020.Prior to joining Fidelity, Marcel worked as an investment banker at Barclays. Marcel holds an MBA (INSEAD), is a CFA charter holder and graduated with a Business Science (Hons) in Finance from the University of Cape Town.