All articles are our individual oppinon and outlook on the market and should not be mistaken for any policy or decisions made by the regulator or other bodies.
Following a recent meeting with the regulator it was interesting to note that the regulator does see a value in an independent depositary model in the world of fund oversight.
Having worked with over 40+ boards to review and assess the effectiveness of how they are run and ensure best practice is understood one of the key questions that management ask is do we have the...
Given the current situation in Ukraine and dreadful impact to the citizens and civilians we will not work with any Russian based clients.
it was an honour and privledge to host the Financial Conduct Authority (FCA) for an exclusive discussion on Assessment of Value (AoV) and Q&As to what is important for Fund Managers, ACDs (AFMs)...
Delighted to chair the important discussion on Assessment of Value (AoV) with a number of experts to hear their view, application and differences of oppinon that certainly made for a lively...
An amazing opportunity has arisen today in that the FCA has been handed the ultimate mandate enabling them to write or rewrite rules for the sector.
Lloyd Expert Consultancy Ltd is delighted to support the first UK Fund Forum at the Hilton in London on Monday 29th November 2021 and 30th November 2021.
Full article available to clients; to subscribe and receive access to all articles, please email, requests@lloydexpert.co.uk
Having advised a number of IFAs, wealth managers over the years and carried out a selection process of fund managers to run the money, we have combined, created, the top 10 consistent areas and...
Full article available to clients; to subscribe and receive access to all articles, please email, requests@lloydexpert.co.uk
The key differences we have come to learn in attitude and approach to regulation of the fund management industry. As Europe look to adopt the Assessment of Value (AoV) on the fund ranges what else...
Having been asked by a number of managers recently about the ACD market review and been told that they have had an indication the FCA were taking a stronger stance including consideration of...
Full article available to clients; to subscribe and receive access to all articles, please submit your details using the form below or email requests@lloydexpert.co.uk.
For more information, please contact us so we can provide the right Lloyd Expert for you.
