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.
Please feel free to read what our clients say about us: Client Testimonials
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
External ACD providers step up a gear
Wednesday 15th May 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Ability to exit an ACD and the fees involved need to be scrutinised by the FCA...
Wednesday 1st May 2019
Ryan Johnson
Too many times I have worked with clients who upon reviewing the ACD and deciding to switch they have then been presented with the cost of exit which is excessive and unjustified. This needs to stop and a standardised formula created by the FCA, similar to that of changing current accounts... Full article available to clients, to subscribe and…
What is the role of depository when managing a fund?
Sunday 28th April 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
The fundamental issues of Fund oversight in the UK...
Monday 15th April 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Fund Management fees and oversight costs should remain the same or increase...
Wednesday 3rd April 2019
Ryan Johnson
In this article we explain the average costs of running a fund, what assurances investors have and with the increase in insurance premiums and compensation levels the fees for fund managers and oversight (ACD) should at the very least remain the same or a small increase applied. Full…
What is involved in switching ACD and ancillary providers?
Saturday 30th March 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Conflicts throughout the oversight of Funds. The ACD, Depositary and Fund Manager
Wednesday 13th March 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
An essential guide to new firms converting MPS to Funds
Monday 4th March 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
External ACD marketplace competition is plenty
Thursday 21st February 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Fund Managers seek Alpha with the best intentions for the investor
Tuesday 5th February 2019
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Why it is important to carry out a review of your ACD at least every 3 to 5 years
Friday 25th January 2019
Ryan Johnson
This article discusses the different models and approach ACDs take within the UK. As a marketplace there are currently 15 active ACDs offering services externally and it is important to understand what they all offer and how that translates to the fund you are managing. Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Should an internal ACD model be banned?
Tuesday 8th January 2019
Ryan Johnson
In the event that regulations are put in place requiring all Fund Managers to outsource the ACD functions, we look at the reasons why such a decision could be made in the future and the billions of pounds affect. Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
The bravest Carol Singers in Britain
Tuesday 25th December 2018
The Mail Newspaper
The charity that Lloyd Expert Consultancy Ltd supports outline the good work it does at these times which are particularly difficult for many who have lost loved ones. Grief Encounter... This link will take you away from Lloyd Expert Consultancy Ltd. The Mail
Value Assessment
Wednesday 7th November 2018
Lloyd Expert Consultancy
The importance of an effective review and what is key to financial services firms... Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
UK Financial Services Key items the Government must get right when negotiating Brexit...
Tuesday 22nd May 2018
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk