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

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 were fully accepted. We think there is a valid case to bring in a judge appointed independent review to the regulators role and we very much hope the regulator feels the same way... Full article available to clients, to subscribe and receive access to all…

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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

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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

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More regulation planned from the FCA on ACD Oversight

Thursday 7th December 2023
Ryan Johnson

Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk

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Technology Providers in Financial Services Failing

Monday 20th November 2023
Ryan Johnson

Here we provide a list of the technology providers in financial services and scoring across ability to deliver and performance. The results make for worrying reading... Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk

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Options for when an Authorised Corporate Director exits or sells out

Sunday 5th November 2023
Ryan Johnson

Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk

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Impact of poor Assessment of Value Assessments starting to filter through to investors choice

Friday 6th October 2023
Ryan Johnson

Low scoring or funds that have been identified as not providing value for money are now starting to see the impact of this assessment that may not be entirely fair in comparison to relative competitors. We have warned, since the inception of AoV, that the market will start to consider and make investment allocation decisions based on the AoV assessments and oucomes. Now we have seen for the first time, buyers placing funds on the sell list and platforms start to review funds it offers based on…

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Independent ACD number to drop below double figures...

Monday 25th September 2023
Ryan Johnson

As predicted by Lloyd Expert Consultancy Ltd at the start of 2023, the number of independent ACDs will drop to 9 by the end of 2023. This is in stark contrast to the…

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Passporting Rights... What does a cross border solution look like...

Sunday 10th September 2023
Ryan Johnson

Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk

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Role of Depositary and Custodian, the future outlook

Wednesday 30th August 2023
Ryan Johnson

Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk

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FCA v ESMA

Thursday 3rd August 2023
Ryan Johnson

Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk

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Calculating Capital Adequacy Requirements

Wednesday 28th June 2023
Ryan Johnson

Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk

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Value of an ACD in detail

Thursday 1st June 2023
Ryan Johnson

Whilst many Sponsors and Fund Managers will be more than aware of what their ACD does and how they perform, this can sometimes be misunderstood for what value and services the ACD should be providing and how that translates to the funds in which they oversee... Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk

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More ACD activity on the horizon...

Friday 5th May 2023
Ryan Johnson

With a number of corporate activities in the external ACD marketplace, the number of options and providers is becoming smaller and more specialised as we move into M&A season... Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk

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Consumer Duty Deadline is looming...

Saturday 22nd April 2023
Ryan Johnson

We provide some hints and tips to quickly become compliant with the consumer duty requirements on the more challenging elements. Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk

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