This week Nick talks to Gary Robinson

Gary is an Investment Manager in the US Equity Growth Team at Baillie Gifford. He joined the firm in 2003 and became a Partner in 2019. Before joining the US Equity Growth Team in 2008, he worked across the Japanese, UK and European Equity teams. A generalist investor, Gary has a particular interest in healthcare. He holds an MBiochem in Biochemistry from Oxford University.

Nick and Gary discuss Gary’s career at Baillie Gifford, the firm’s long-term approach to growth investing and the development of the US Growth Trust. They cover investing across public and private markets, including SpaceX, Anthropic, OpenAI and Databricks, as well as the growth of AI and its impact on businesses. Gary also discusses RBC Bearings as an example of a high-quality industrial growth company, the importance of company culture and capital allocation, and why the US continues to produce innovative businesses.

Book Choice
One from Many: VISA and the Rise of Chaordic Organization by Dee Hock

The Beginning of Infinity by David Deutsch

Music Choice
Prince For You

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Nick Freeman

Nick is Chief Operating Officer at Lalu, working across healthcare, technology, operations, and commercial strategy. Since joining in 2019, he has helped establish governance frameworks, secure NHS accreditation, scale service delivery, and build the operational foundations that enable the secure and efficient exchange of health data.

Nick and Nick discuss Lalu’s evolution from solving administrative challenges in primary care to building a broader health data platform connecting healthcare providers, businesses and consumers. They explore the company’s growth, NHS accreditation and the importance of trust, clinical oversight and integration with GP systems, alongside the role of AI in improving efficiency. The conversation also looks at wider NHS pressures, fragmented health data and the growing demand for private and retail healthcare, as well as Lalu’s ambition to give individuals greater control over their health data and become the infrastructure supporting its secure and consented use across healthcare, insurance, research and other sectors.

Book Choice
Super Founders: What Data Reveals About Billion-Dollar Startups by Ali Tamaseb

Music Choice
Andrea Bocelli

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Andrea Montague

Andrea joined Brooks Macdonald as Chief Financial Officer in August 2023 and became Chief Executive Officer in October 2024. A chartered accountant, she has extensive Board and Executive-level experience across wealth management, long-term savings and asset management, having held senior roles at Aviva, Royal London and Standard Life. Her expertise spans strategic, financial and operational leadership, with a focus on client outcomes and sustainable growth. In 2026, Andrea joined the Board of PIMFA, reflecting her leadership and influence across the UK wealth management sector.

Nick and Andrea discuss the evolution of the UK wealth management sector, highlighting a growing long-term opportunity driven by an ageing population, the shift from defined benefit to defined contribution pensions and an increasing need for individuals to take greater responsibility for retirement planning. The sector remains highly competitive and fragmented, with consolidation accelerating across both wealth management and financial advice, while demand for advice remains significantly underpenetrated.

Book Choice
How to Win Friends and Influence People, Dale Carnegie

Music Choice
Into the Mystic - Van Morrison

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.