News
You will see us providing commentary in many mainstream media outlets as leading experts in the fund management industry on all things fund oversight, ACD, the regulators role and all the fund supporting functions.
We are and always will be completely independent, therefore feel like we provide a balanced, objective and expert knowledgable view which is hopefully to the benefit of all interested parties.
Our aim is to heighten the understanding and awareness for investors, clients and the various relevant stakeholders. We hope our input leads to raising standards in what can sometimes be complex matters in financial services.
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Media Stories - Providing Lloyd Expert Commentary...
Ignities Europe: Costs rise for fund houses looking to bring ACD in-house
Financial Times: Outlook for Odey and issues with remaining funds
RBS International: Merits of Independent Depositary Oversight
Financial Times: Marketplace Consolidation
Citywire: FCA to get tough on ACDs
Money Marketing: In-House ACD Model Enquiries on the rise after faith in external ACD Model is questioned by Managers
Financial Times: Fund Managers Under Pressure, focus on Liquidity
Citywire: Concerns around the FCA review of ACDs
Financial Times: Issues with the ACD model that the Woodford case has exposed
BBC: Due Diligence Requirements and Increase in scrutiny
Investment Week: FCA Probe into ACDs
Financial Times: FCA review into the role of the depositary
Why help is at hand and there is a future for fund management
Tuesday 12th November 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
The FCA changes predicted for the fund management industry in 2020
Monday 28th October 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Liquditiy: Suspension - Wind up - Liquidation, is this a sign of things to come...
Saturday 19th October 2019
Ryan Johnson
The industry needs to be very careful not to overreact in the current climate and be mindful of the message enforcement actions give to the investor under the current rules and…
An infographic explaining the oversight model and the reason why the Fund Manager is not always at fault
Thursday 10th October 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
A fund managers guide to stress testing and a useful model to test your fund today
Wednesday 25th September 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Predictions for 2020 and what to look out for...
Tuesday 17th September 2019
Ryan Johnson
Our Lloyd Expert Ryan Johnson outlines the predictions for 2020 within the Asset Management and Wealth Management sector along with a run down of what the regulator will concentrate on. Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
A list and explanation of the current FCA rules that need to be reviewed for the sake of the industry and investor
Wednesday 4th September 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Investors long term view and patience is crucial to understanding investment mandates
Monday 19th August 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Why now is the right time to review the sponsorship and IMA agreement
Wednesday 14th August 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
The solution to an effective oversight of Funds
Tuesday 23rd July 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Navigating through the current world of Fund oversight
Monday 15th July 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Fund Managers strive to achieve the objectives for the benefit of investors
Sunday 7th July 2019
Ryan Johnson
In this article I will outline that in fact all fund managers / wealth managers that I have worked with actually care a great deal about the investor and achieving the…
The advantages and disadvantages to using an external ACD
Monday 10th June 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Now is the right time to review the Fund Management industry
Saturday 1st June 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Interesting facts about Platforms
Wednesday 22nd May 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk