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
UK Government impact on investment solutions and unitisation (inc CGT)
Tuesday 5th November 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
300% increase in queries from firms regarding Unitisation and why this is a good solution
Thursday 24th October 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Streamlined Investment Solutions from MPS
Wednesday 9th October 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
NURs v UCITS COLL Rule Differences
Monday 16th September 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Benefits of Unitisation
Friday 23rd August 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Which? Platform
Monday 29th July 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
MPS to OEIC Conversion
Tuesday 9th July 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
IMPower Fund Forum Monaco - Guest Speaker / Moderator
Monday 17th June 2024
Ryan Johnson
We are delighted to be speaking and moderating at this annual important event for Global Asset & Wealth Managers. Please follow us, https://informaconnect.com/impower-fundforum/
Computer Generated UK General Election Prediction
Monday 10th June 2024
Lloyd Expert
Based on AI data and computer generated models, completely mathematical, the following predicted election results have been provided as at 10th Jun 2024, 650 members of parliament to be elected, Labour - 52% (338 MPs) Conservative - 31% (202 MPs) Liberal Democrats - 9% (59 MPs) SNP - 4% (26 MPs) Reform - 3% (20 MPs) Other - 1% (5 MPs)
UK General Election - effective on markets and investment decisions
Wednesday 22nd May 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Basic errors why fund managers fail to sell their fund, getting the basics right
Thursday 4th April 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Does the use of AI for active fund managers reduce the cost?
Wednesday 20th March 2024
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
FCA regulator role in 'Woodford', recommend Judge appointed review
Friday 16th February 2024
Ryan Johnson
We have been asked a number of times our view on the regulators role in the 'Woodford' situation that raises some very serious and valid questions. Given the FCA's self referral over the 'Connaught' matter to Judge Raj Parker and the findings which…
Is there any value in the Value Assessment
Friday 5th January 2024
Ryan Johnson
Many clients and managers are questioning what value, if any there is in the Assessment of Value given there are 10 different varieties and each one assesses value in a different way using different reasons. Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk
Predictions for 2024
Saturday 23rd December 2023
Ryan Johnson
Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk