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Leaders in Distribution: A Conversation at the Gherkin

On a clear morning, high above the City of London, Fundpath welcomed a select group of distribution leaders for an off-the-record event focused on the state—and future—of fund distribution.

Ritvik Carvalho
Ritvik Carvalho
Investment & Marketing Writer

Held under Chatham House rules, Leaders in Distribution brought together senior professionals from across the asset and wealth management spectrum for a series of focused, forward-looking conversations. Across three sessions, attendees explored the strategic, technological, and cultural shifts shaping how funds are selected, distributed, and supported today.

The event was chaired by Fundpath’s Chief Commercial Officer, Allan Goodridge.

Fundpath’s Journey and Evolution

Fundpath CEO Jamie Hinchliffe opened the morning with a reflection on the company’s remarkable journey over the last four years. His session highlighted how Fundpath has been shaped by the evolving needs of wealth managers, the demands of asset managers, and the shifting landscape of distribution. It was a candid account of building a business in response to a clear gap in the market—and what lies ahead.

Kaizen and the Art of Data Sculpting

Next, Fundpath’s Chief Technology and Data Officer, Tom Porter, lifted the lid on the operational disciplines and technology behind Fundpath’s Knowledge Bank. His talk explored the Japanese philosophy of continuous improvement, Kaizen, as applied to data, and the challenge of keeping a live dataset of companies and individuals accurate, actionable, and perpetually current. He shared how these internal practices translate into timely, trusted intelligence for clients.

Real-World Value in Fund Distribution

In the final session, Fundpath’s Chief Growth Officer, Adam Harrison, explored how Fundpath delivers meaningful outcomes for distribution teams. Through real-world examples, he showed how asset managers are using the platform to move from reactive discovery work to proactive, opportunity-led engagement. The session illustrated how better data leads to better conversations—and how value is created when intelligence meets timing.

Thank You

We’d like to thank all those who attended for contributing to an open, honest, and energising discussion. While the specifics of the conversation will remain off the record, one message came through clearly: the fund distribution model is being reshaped—and staying ahead will require sharper data, greater agility, and stronger alignment between buyers and sellers of investment products.

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