Fundpath

Yesterday, Fundpath hosted the inaugural Leaders In Distribution Forum at The Ivy, London. We were excited to welcome such an exceptional group of senior distribution leaders for an open and insightful discussion on current topics most impacting UK fund distribution. The energy in the room was fantastic, and the conversations were insightful. Events like this remind us why we created the Leaders Series: to provide a space for grounded, data-led conversations with the people shaping the future of our industry. A huge thank you to our expert speakers and delegates, your contributions made the session truly special. We left feeling more determined than ever to keep driving clarity, transparency, and relevance in fund distribution. Grant Walker Gavin Ward Nick McDowell Michael Beveridge Gary T. Rob Williams Rob Hall Adam Peters Matthew Weisser James Gavin Selina Tyler Cameron Gardner Dan Franklin Chris Miles Clive Selman Simon Hillenbrand Charles Wilson Douglas Branson Jonathan Willcocks David Barfoot Alex Matcham Allan Goodridge Adam Harrison Jamie Hinchliffe Tom Porter Leanne van der Hoeven Stuart McGlynn David Courtier-Dutton Please read the full write-up here: https://lnkd.in/e4gN7cda #Fundpath #LeadersInDistribution #WealthManagement #AssetManagement #AI #FundDistribution

👉 "Reach out to the right person, with the right message, at the right time. That’s how you win attention in a saturated market." We recently caught up with James Burns, Managing Partner at Evelyn Partners, who shared how smarter, structured data is changing the way wealth managers and asset managers connect. From knowing exactly who covers each asset class, to live fund searches and selection parameters - it’s all about saving time, reducing noise, and creating space for genuinely meaningful conversations. That’s the visibility Fundpath brings to the table! You can read the full interview here: https://lnkd.in/enV89awR

Yesterday, we hosted our inaugural Leaders in Fund Selection forum, bringing together many of the UK’s most respected heads of fund selection and investment leaders. Over a private breakfast at The Ivy, industry experts explored the themes defining next year’s investment landscape, from asset allocation shifts and macro risk to the role of AI in fund selection. Fundpath’s position at the intersection of the wealth and asset management communities gives us a unique vantage point — access to proprietary, forward-looking industry data, which informed yesterday’s topics of discussion. A heartfelt thanks to our moderator Dan Kemp of Morningstar, panellists Rupert Harrison of PIMCO, Fabiana Fedeli of M&G Investments, Peter Fitzgerald of Aviva Investors, and all our esteemed guests for joining a morning of insight and exchange. Thank you also to David Courtier-Dutton, Fundpath's Chief AI Officer for an insightful session on artificial intelligence. Matthew Webber, David Morcher, Cameron Falconer, MBA, CFA, Richard Swain, Neil Clare, CFA, Dipesh M., Joanne Benson, James Burns, Lee Moran, John Husselbee, Rory Mcpherson, Shakhista Mukhamedova, CFA CAIA, Joshua Biele, CFA, Scott Spencer, Matthew Stanesby, James Cliff, Jack Byerley Jamie Hinchliffe Tom Porter Leanne van der Hoeven Adam Harrison Stuart McGlynn Allan Goodridge https://lnkd.in/eXqaPeP7

👉 “You don’t sell a fund. You service a relationship.” In a Q&A with Fundpath, Austen Robilliard, Interim Chief Executive of 𝗜𝗪𝗣 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, speaks about the changing nature of engagement between fund selectors and asset managers. Austen - recently named to Citywire’s Top 100 wealth managers - discusses how consolidation is raising the stakes, why relevance matters more than reach, and how thoughtful, well-timed engagement is becoming the new standard for effective distribution. 🔗 Read the full interview here → https://lnkd.in/eznsnxcB

📢 𝗣𝗮𝗿𝘁 𝗜𝗩 𝗼𝗳 𝗼𝘂𝗿 𝘀𝗲𝗿𝗶𝗲𝘀, 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗠𝗮𝗱𝗲 𝗣𝗼𝘀𝘀𝗶𝗯𝗹𝗲, 𝗶𝘀 𝗹𝗶𝘃𝗲. In previous parts, we explored how distribution leaders, sales teams, and marketers use intelligence to plan, engage, and measure with greater precision. Now, we turn to the engine room of distribution — 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝘀𝗮𝗹𝗲𝘀 𝘀𝘂𝗽𝗽𝗼𝗿𝘁. These are the teams that keep everything running smoothly. Intelligence helps them move from administration to acceleration by: • Keeping data and coverage maps accurate in real time • Enabling sales and marketing to act with confidence • Turning process efficiency into measurable impact #FundDistribution #AssetManagement #WealthManagement #Operations #IntelligenceAge #Fundpath

Most asset manager marketing isn’t being read. That’s the striking finding from recent coverage by Ignites Europe and Citywire, where wealth managers described inboxes overflowing with content - and a growing disconnect between what fund sellers send and what fund buyers actually want. In his first piece as Fundpath’s Chief Insight Officer, Stuart McGlynn explores what’s driving this Information Disconnect - and how intelligence-led fund distribution can finally bridge the gap. 👉 Read the full response here: https://lnkd.in/efuBPxEH #WealthManagement #AssetManagement #FundDistribution #DataIntelligence #InformationDisconnect #Fundpath