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
General Data Protection Regulation (GDPR) - Whats it really all about? Over-engineering, becareful of the cons...
Monday 30th April 2018
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Fair Value? An assessment and advice on approach for ensuring the best value and selection is achieved
Thursday 12th April 2018
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Brexit Impact on Financial Services for the UK - Much stronger and more positive all round is the message...
Saturday 24th March 2018
Ryan Johnson
I write this article as my fifth client query is raised by a European client asking about entry to the UK Fund Market and how to launch funds within the UK, attract distribution. Going the other way I have had requests for funds to be setup within Dublin from the UK, yes Luxembourg isn't being requested no where near as much...t Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Converting a model portfolio service to an OEIC: UCITS fund range, why it makes sense...
Wednesday 14th February 2018
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
ACD – It will have you in tiers…
Thursday 18th January 2018
Ryan Johnson - Lloyd Expert Consultancy Ltd. Ryan is the leading expert across the industry for selecting, changing and managing an Authorised Corporate Director (ACD) for clients within the financial services. After many years successfully representing firms selecting, changing and managing ACDs, within the market place, I am writing a number of articles on my experience and expert knowledge of the ACD industry, to help firms understand the market and hopefully improve the practices that ACDs currently employ. The aim of this article is to create a debate and push the industry to provide a better, clearer understanding and driving up…
Changing ACD should be like changing your bank account so why do so few firms change ACD or at least investigate a change?
Sunday 3rd December 2017
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Considerations when selecting an ACD
Tuesday 31st October 2017
The choice of independent ACD when unitising client portfolios or launching a new product to the market for wider distribution can be a difficult one to make. If you have no prior experience of working with an ACD, or of the role they should fulfil, then there is a danger that the decision is made without fully appreciating all of the most important factors. The ACD holds ultimate responsibility, under the regulations and the law, for the funds it launches. For funds launched by an independent ACD with a partner…
Pressure on Management Fees from clients...
Tuesday 17th October 2017
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Are IFAs prepared or running the gauntlet in the hope they never get caught?
Wednesday 4th October 2017
With MiFID II and compliance requirements only becoming more strict are IFA's equipped for the changes and how many are running the 'gauntlet' on the basis the FCA won't 'knock' at their door... Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Are platform firms finally waking up...
Friday 29th September 2017
As technology advances and new entrants into the platform space begin to do business charging as little as 10 bps for their service when well established providers still continue to charge upto 31 bps or indeed increase their prices are clients beginning to question why such a difference... Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Good SIPP providers and why the industry has gone from 120 SIPP providers to just 20...
Tuesday 26th September 2017
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
A minimum of 2 Non-Executive directors required for fund managers...
Wednesday 20th September 2017
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk