Authorised Coporate Director ACD, Funds, Fund Setup, FCA, Financial Services Programme Change Management, Management Consultant

Lloyd Expert Consultants have worked with and for a number of custodians throughout the years and as a result have an in depth understanding from the start without the need to educate or understand the challenges a custodian faces.

As a result Lloyd Experts will hit the ground running in the requirements of a custodian regardless of the need or department. Our experts have worked within,

1. Fund Accounting
2. Income and Tax
3. Corporate Actions
4. Derivatives
5. Cash
6. Transfer Agency
7. Reconciliations

Whether we are required to assess and improve the efficiency within a team or provide a suitability and implementation of an alternative location for processing, Lloyd Experts can give the support when it is needed.

We specialise in working with operational teams, client management and senior management on providing the insight into the market place, understanding what clients want, need.

Custody is a competitive market place with a wide choice for clients, our goal when working with clients is to find the right partnership that works for them but also when working for Custodians we want them to understand the landscape and what the competition is doing that is excellent with a view of raising the overall standards for clients.

Our dedicated project / program managers have assisted on a number of initiatives with custodians including,

1. Creating a truly 24 hour operating window across the globe
2. Enhanced technology creating efficiency
3. Feasibility studies for low cost alternative locations
4. Outsourcing functions
5. Market insight

Contact us today to discuss your future plans...