Sectors
Lloyd Expert Consultancy Ltd cover a number of sectors within the Financial Services space which includes but not limited to,
Wealth Management
The Wealth Management sector remains one of our most dominate areas for providing client support.
Our friendly, knowledgeable and technical experts provide clients in this space with the support required.
Fund Management
Our experience and expertise in the fund management space is second to none.
We have launched a number of funds successfully on behalf of clients, providing a high level of automation, due diligence advice and management that makes for effective fund management,
Asset Management
We work with a number of asset management firms who are looking to make the services and products better for their clients.
Our dedicated change experts across asset management provide the best results when looking at any changes.
Platform Services
With the number of technology advancements and ageing platform services in place, there has never been a better time to review the platform setup for your clients.
Currently platforms can charge between 7bps and 32bps for the same investment and client.