AJ Bell
Luis Lodeiro is an experienced Operations Relationship Manager at AJ Bell, having joined the company in July 2004. With a background in asset settlement, Luis has served as Head of Asset Settlement and has held various managerial roles, including Operations Manager for both Business Services and Client Maintenance, as well as Team Lead for both Client Maintenance and Settlements. Prior to AJ Bell, Luis worked at Citi as a Settlements Administrator from July 2002 to July 2003. Luis holds a BA Honours 2:1 in Business Studies from the University of the West of England, graduated in 2004.
AJ Bell
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AJ Bell Plc, formerly AJ Bell Holdings Ltd, is a United Kingdom-based company that provides investment platforms. The Company's flagship platform includes AJ Bell Investcentre and AJ Bell Youinvest. It offers self-invested personal pension (SIPP), individual savings account (ISA) and general investment/dealing accounts. It offers access to a broad range of investments, including shares and other instruments traded on the stock exchanges around the world, as well as all mainstream collective investments available in the United Kingdom and a range of in-house investment solutions. AJ Bell Investcentre provides regulated financial advisers and wealth managers with a suite of online tools to help manage their retail clients' portfolios. AJ Bell Youinvest is a direct to consumer (D2C) retail investment platforms. The Company's non-platforms services include AJ Bell Platinum, AJ Bell Securities stockbroking and White label SIPP administration.