Wealth Manager

Guidance & Support

The wealth manager continues to be a strong element of our business and what we do as a consultancy firm.

Wealth Managers have to constantly look forward and change to keep up with regulation, competition, technology, and new entrants. In order to maintain this wealth, managers look to us for guidance and support in any aspect of change.

Wealth Managers are regularly assessing what is the right level of client for them, what is the average client size, and what should the firm be aiming for.

Lloyd Experts have provided support on:

  • Fund Solutions
  • Model Portfolios
  • Client Segmentation
  • Changing Platform
  • Changing SIPP Provider
  • Enhanced Valuations
  • Converting to Digital

Enhancing Efficiency

We have successfully helped wealth managers implement digital solutions that drive significant savings, from digitising contract notes to integrating CRM systems for better client management.

As clients become more tech-savvy, they expect more from Wealth Managers, including mobile apps and detailed valuations. Lloyd Experts stay updated on trends and work with suppliers to manage costs for those transitioning to digital.

Lloyd Expert Consultancy appreciates and fully respects the front office’s role and sets up working groups with key stakeholders to ensure input and oversight on client-related changes.

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For more information, please contact us so we can provide the right Lloyd Expert for you.

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