News

A list of the 15 current active external ACDs...

Saturday 25th January 2020
Ryan Johnson

A large number of regular queries come into Lloyd Expert Consultancy Ltd in relation to the ACD marketplace and who is currently operating. Therefore to help assist anyone looking to understand who is currently operating within the market place and in NO particular order we have listed the active suppliers, (list and hyperlinks correct at the time of publication), - Margetts - Yealand - Equity Trustees - IFSL Fund Services - Valu Trac - T.Bailey - Link Asset Services - Castlefield - Maitland - Fund Rock - Smith & Williamson - Carne Group - Tutman - Host…

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A comprehensive guide to the differences between using an ACD and ManCo

Sunday 12th January 2020
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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It is not the time to criticise the Financial Conduct Authority (FCA)

Tuesday 7th January 2020
Ryan Johnson

The ongoing investigations by the FCA isn't being helped by the inaccurate and political interference of John McDonnell who recently unfairly judged the FCA 'a sleep at the wheel' when overseeing Woodford in 2018 when the dividend payment was made. John really should know better and it is important the investor and general public is not misled as to the timing of events. The recently disclosed dividend by the manager was made almost a year before the suspension of the fund was made. Once more…

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Considering in-house ACD solutions? Becareful...

Friday 27th December 2019
Ryan Johnson

As a result of the heightened awareness surrounding the ACD industry and important role it plays, a number of managers are now starting to look closely at the ACD which is overseeing the fund and asking relevant questions over the setup, the ACDs suitability regarding ownership of the funds in which the ACD 'own' and have legal / regulatory responsibility for. Following this review fund managers, in some instances, are concluding that the ACD for a particular fund may not have the appropriate oversight capabilities or understanding, expertise required and so exploring if an in a house ACD…

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Different outcomes and impacts to the election results

Tuesday 10th December 2019
Ryan Johnson

A simple clear decision tree outlining the implication of the various election results. Full article available to clients, to subscribe and receive access to all articles please email, requests@lloydexpert.co.uk

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Cyber Security and how being connected can raise the level of risk

Wednesday 20th November 2019
James Mutch

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

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Why help is at hand and there is a future for fund management

Tuesday 12th November 2019
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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The FCA changes predicted for the fund management industry in 2020

Monday 28th October 2019
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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Liquditiy: Suspension - Wind up - Liquidation, is this a sign of things to come...

Saturday 19th October 2019
Ryan Johnson

The industry needs to be very careful not to overreact in the current climate and be mindful of the message enforcement actions give to the investor under the current rules and regulations. The current rules on liquidity and what is deemed as acceptable will be assessed and quite rightly. However this must be done in a considered, controlled…

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An infographic explaining the oversight model and the reason why the Fund Manager is not always at fault

Thursday 10th October 2019
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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A fund managers guide to stress testing and a useful model to test your fund today

Wednesday 25th September 2019
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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Predictions for 2020 and what to look out for...

Tuesday 17th September 2019
Ryan Johnson

Our Lloyd Expert Ryan Johnson outlines the predictions for 2020 within the Asset Management and Wealth Management sector along with…

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A list and explanation of the current FCA rules that need to be reviewed for the sake of the industry and investor

Wednesday 4th September 2019
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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Investors long term view and patience is crucial to understanding investment mandates

Monday 19th August 2019
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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Why now is the right time to review the sponsorship and IMA agreement

Wednesday 14th August 2019
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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