Company AJ Bell plc Börse Stuttgart

Equities

3FY

GB00BFZNLB60

Diversified Investment Services

Market Closed - Börse Stuttgart 09:41:53 2024-05-31 EDT 5-day change 1st Jan Change
4.44 EUR +0.45% Intraday chart for AJ Bell plc +0.45% +11.84%

Business Summary

AJ Bell Plc is a United Kingdom-based company, which provides investment platforms. The Company provides investment administration, dealing and custody services. The Company’s products include AJ Bell Dodl, AJ Bell Investcentre, AJ Bell and Touch. AJ Bell Investcentre is a platform, offering advisers and their clients service, easy-to-use functionality and a comprehensive investment range at competitive prices. Touch by AJ Bell helps advisers to streamline their businesses with investment solutions delivered and managed digitally on their clients’ smartphones. AJ Bell has been providing products and services to make investing easy and affordable. It provides full-service and simplified platform products operating in both the advised and direct to consumer (D2C) markets. Its core products are self-invested personal pension (SIPPs), individual savings account (ISAs) and dealing accounts. Its services include Stocks & shares ISA, Lifetime ISA, Junior ISA, Cash savings hub and others.

Number of employees: 1,373

Sales per Business

GBP in Million2022Weight2023Weight Delta
Investment Services
100.0 %
164 100.0 % 218 100.0 % +33.19%

Sales per region

GBP in Million2022Weight2023Weight Delta
United Kingdom
100.0 %
164 100.0 % 218 100.0 % +33.19%

Managers

Managers TitleAgeSince
Chief Executive Officer 41 07-06-30
Director of Finance/CFO - 22-06-30
Chief Tech/Sci/R&D Officer - -
Chief Operating Officer 59 08-06-30
Chief Investment Officer - 15-12-31
Investor Relations Contact - -
Corporate Secretary - 23-09-30
General Counsel - 18-06-30
Corporate Officer/Principal - 14-12-31
Human Resources Officer - 97-09-30

Members of the board

Members of the board TitleAgeSince
Chairman 66 23-04-30
Director/Board Member 61 18-03-28
Director/Board Member 59 21-06-30
Chief Operating Officer 59 08-06-30
Chairman 70 08-09-14
Chief Executive Officer 41 07-06-30
Director/Board Member 63 21-08-31
Director of Finance/CFO - 22-06-30
Director/Board Member 65 12-06

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 413,758,935 286,943,928 ( 69.35 %) 718,027 ( 0.1735 %) 69.35 %

Shareholders

NameEquities%Valuation
Andy Bell
18.72 %
77,305,271 18.72 % 313 M €
Liontrust Investment Partners LLP
9.939 %
41,050,165 9.939 % 166 M €
Kayne Anderson Rudnick Investment Management LLC
3.008 %
12,421,956 3.008 % 50 M €
12,291,639 2.976 % 50 M €
Liontrust Portfolio Management Ltd.
1.346 %
5,557,765 1.346 % 23 M €
Unicorn Asset Management Ltd.
0.8063 %
3,330,000 0.8063 % 13 M €
Amati Global Investors Ltd.
0.6213 %
2,566,228 0.6213 % 10 M €
Liontrust Fund Partners LLP
0.5222 %
2,156,859 0.5222 % 9 M €
1,822,030 0.4412 % 7 M €
Chelverton Asset Management Ltd.
0.3849 %
1,589,773 0.3849 % 6 M €

Holdings

NameEquities%Valuation
22,015,260 3.59% 68,640,278 $
10,954,543 3.38% 40,738,740 $
4,239,158 5.65% 24,868,257 $
23,805,731 3.19% 5,502,695 $
25,464,093 1.71% 34,377 $

Company contact information

AJ Bell Plc

4 Exchange Quay Salford Quays

M5 3EE, Manchester

+44 345 5432600

http://www.ajbell.co.uk
address AJ Bell plc(3FY)

Group companies

NameCategory and Sector
Financial Conglomerates
Investment Banks/Brokers
Investment Managers