Fundpath

🎓 A big thank you to Gary Tuffield (G Tuffield), Partner at Goodhart Partners LLP for being a guest speaker at our lunch & learn session on financial markets, asset and wealth management.   Alongside a tour of macro markets over the past decade, Gary talked about how the asset management industry has evolved over the course of his career. He shared with us valuable insights on topics like the economics of investment teams, the changing structure of financial markets, industry returns, and competition.   Thanks again, Gary, for sharing your industry knowledge and expertise with the Fundpath team. Pic L-R Jamie Hinchliffe, G Tuffield, Adam Harrison

Two of Fundpath’s founders, CEO Jamie Hinchliffe and CTO Tom Porter, have just completed a fruitful trip to New York. Discussions with industry colleagues and friends, valued clients and many others have been lively and enthusiastic. The trip ended with a tour of one of Amazon’s offices by a Fundpath investor and they enjoyed this magnificent rooftop view of the Empire State Building; as inspiring as Fundpath is ambitious.

Fundpath is thrilled to support the upcoming Grouse & Grape Luncheon, the premier gathering of the Family Office ecosystem in Europe. Join us at the magnificent Spencer House to enjoy an autumnal feast of game, fine wine and cheeses, all in aid of Cure Parkinson's. Please do buy your tickets on the link directly below - a great networking opportunity and all for a fantastic cause!   🗓️ When: Tuesday, October 15, 2024, at 12:30 PM 📍 Where: Spencer House, St James's 🎟️ Tickets: Available until October 15 at 12 PM: https://lnkd.in/ezpwzbJy

Fundpath co-founder and CEO Jamie Hinchliffe recently sat down for a Q&A with RankiaPro Europe magazine to explain how Fundpath is solving the information disconnect between asset managers and wealth managers:   “Fundpath acts as an information nexus across the investment distribution ecosystem, enabling the sharing of relevant data and business intelligence for better outcomes.” Read the full interview here: https://lnkd.in/emzeGxvD

#CreativeTeamBuilding at Fundpath this week!   Our brilliant Customer Success and Account Management Team found a fantastic way to blend productivity with fun! They held a workshop at University of Cambridge and traded their desks to focus on refining workflows and strengthening client principles.   But it wasn't all work! After a productive morning, they indulged in a relaxing afternoon of punting along the serene River Cam, soaking in the picturesque views and enjoying each other's company.    #TeamAwayDay #CustomerSuccess #AccountManagement #Punting

We are thrilled to announce two key leadership appointments as we continue to accelerate growth and scale up our operations: Dominic Timberlake joins us as our first Non-Executive Director (NED). With a wealth of experience, including co-founding Trustnet and being an integral part of FE fundinfo’s growth, Dominic’s insights will be invaluable as we transition from start-up to scale-up. Leanne van der Hoeven joins us as Chief Marketing Officer (CMO). Leanne brings over 15 years of expertise in the financial and fintech sectors, most recently at EPFR. Her fresh perspective and proven track record in driving strategic objectives make her a perfect fit for our team. We’re excited to see the impact she’ll have! These appointments come on the back of our second round of funding from our VC partner Fuel Ventures 🚀. Welcome, Dominic and Leanne, to the Fundpath family! https://lnkd.in/egrXXpxp

Fundpath’s own Siobhan McGirr, Cameron Trundle, and William Norton participated in the 2024 #TAMCharity Ride, an epic 3-day, 340km bike ride from Brussels to Amsterdam, organised by TAM Asset Management Ltd last week! 🚵♀️ We’re proud to have sponsored this challenge, which has raised donations to help Elizabeth's Smile, a charity that supports grieving children who have suffered the loss of a parent. A hearty congratulations to all the participants!

Yesterday, at our inaugural Fundpath Golf Day, we had the pleasure of hosting some of our wealth and asset management partners at Sunningdale Golf Club. All our guests played both the old and new courses in what was a memorable, challenging, and enjoyable competition. Congratulations to Brandon McCormack, who won the overall prize and our other winners: Andrew Crickmore, Alex Jones, Rob McDonnell, James R., Graeme Brown, Rory Mcpherson, Harry Bush, Scott Maclean, Anthony Snowden, Lawrence Brennan, and Andrew Shepherd. A special thanks to Fundpath's Adam Harrison for organising such a fantastic event and all the staff at the Sunningdale Golf Club!

The UK Fundpath team is growing, and so we decided it was time for a new photograph! 📸 A big, warm welcome to all our new colleagues!   Bala Peri Céline Golding Erin Desmond Gavin Ingram Harry Smith Nicholas Crawford Nicola Taylor Paul Harvey Ritvik Carvalho Sinead O’Callaghan

Fundpath’s technology and extensive reach—covering over 95% of the addressable market in the UK— have set a new benchmark for professionalism within the asset and wealth management industry. We enable more timely and relevant engagements, making better connections for our users within the UK fund distribution landscape. Want to know more? Get in touch with us here: https://lnkd.in/eudvPsuB