Lloyd Expert Consultancy Ltd

May you rest in Peace, Your Majesty

5 Years - Lloyd Expert Consultancy Ltd

5 YEAR MILESTONE A huge thank you to all our clients, sponsors and fund managers who have been and many who continue to be associated with Lloyd Expert Consultancy Ltd.

ACD Marketplace Changes

With yet another merger of ACDs muted last week, we answer the important questions on what this means for the future of ACDs and whether or not this was all part of the regulator plan to reduce...

Consumer Duty - Will impact all

With a short delay from the FCA on the effective roll out of consumer duty it is still a requirement for firms to ensure they are addressing all the elements that this looks to achieve.

The role of a NED for Fund Boards

In this article we outline the role of a NED on Fund Boards, what questions they should be asking and what information they need to make an effective judgement.

Why AoV is always misapplied

In over 87% of the 2,000 funds now been reviewed we have found that AoV has either been misapplied or overscored due to misapplication in one or more of the 7 key criteria areas. The often sea of...

Regulator view on Fund depositary choices

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.

NED cost, Experience and ability to effectively challenge in the boardroom

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...

Lloyd Expert Consultancy Ltd - No longer work with Russia

Given the current situation in Ukraine and dreadful impact to the citizens and civilians we will not work with any Russian based clients.

Exclusive - Lloyd Expert Consultancy & FCA Discuss AoV

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)...

Fund Forum UK - Lloyd Expert Panel Discuss - Assessment of Value (AoV)

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...

FCA handed new rule setting powers, goodbye ESMA

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.