The Roadmap to £10bn Podcast

If your advisers, your platform, and your funds are all under the same roof, do you still need a distribution strategy? The answer might surprise you.In this episode, Wayne and Gareth tackle a topic that often gets overlooked in conversations about fund growth: the vertically integrated model. The assumption is simple: if the money is already in the building, why worry about distribution? But as Wayne and Gareth quickly unpack, having a captive audience doesn't mean the hard work disappears. It just changes shape.They explore why the justification for putting investors into internally manufactured funds actually needs to be more robust than for external funds, not less, how conflicts of interest within vertically integrated models have to be actively managed through governance, documentation, and independent oversight, why the unfair advantage of knowing your end client better than anyone else is only valuable if you use it well, what happens when consolidators bring multiple funds with overlapping strategies into the same group, and how to navigate that without harming investors.Whether you're a standalone asset manager or part of a larger integrated group, the Roadmap to £10bn is as relevant to you as it is to anyone trying to scale. If you want to understand where your model sits and what it needs to work harder on, the Roadmap to £10bn package is the place to start: https://www.zeyro.one/roadmap-to-10bn-package

Most fund managers treat their investment objective as a legal formality. What if it's actually one of your most powerful growth tools?In this episode, Wayne and Gareth go head to head on a seemingly dry but surprisingly contentious question: do a fund's investment objectives and policies directly drive its growth? What starts as a disagreement quickly uncovers something most fund managers overlook: that the words used to describe what a fund does carry far more commercial weight than most people realise.They dig into why the FCA has been pushing for greater clarity in fund documentation and what that means for how funds are bought and sold, how EU-domiciled funds entering the UK market under the OFR regime compare to their UK counterparts, and whether looser documentation is actually an advantage or a liability, why professional buyers see straight through vague or overly flexible strategies, and how the importance of a well-crafted objective shifts at different stages of a fund's life cycle, from launch through to institutional scale.It's a conversation that moves from legal technicality to commercial reality, and by the end, Wayne and Gareth land somewhere neither quite expected.If your fund's objective was written to satisfy compliance rather than to win allocations, this episode might change how you think about it. And if you want to audit every element of your fund's positioning, not just the paperwork, The Roadmap to £10bn package is where to start: https://www.zeyro.one/roadmap-to-10bn-package

What do UK fund buyers really want, and why do so many funds that look right on paper still fail to win allocations?In this debut episode, Zeyro co-founders Wayne Green and Gareth Malna lay the foundations of The Roadmap to £10bn by unpacking the three forces that sit behind almost every fund buying decision in the UK market: timing, clarity, and credibility.This isn't about getting a meeting. It's about understanding what's actually happening in the room once you're in one, and what quietly kills a deal long before an RFP ever lands.Wayne and Gareth dig into why passive funds are dominating allocations and what that means for active managers trying to compete, how the shift away from individual decision-making towards committee-driven, DDQ-heavy processes has changed the game, why new and smaller funds aren't necessarily at a disadvantage, but need a very different approach, and how the best-performing funds aren't always the ones attracting the most capital.If you've ever wondered why interest doesn't convert into allocation, or why a fund that should be scaling simply isn't, this episode is your starting point. And if you want to turn what you hear into a structured plan for your own fund, The Roadmap to £10bn package sets out exactly how to do that: https://www.zeyro.one/roadmap-to-10bn-package