Investment Management

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

Investment management is the core to managing a client bank as it delivers the results and focus of what a firm is hoping to achieve with any client.

Lloyd Experts work with all sizes of investment management teams to understand the,

1. Objectives (Long Term)
2. Tactical Asset Allocation
3. Strategic Asset Allocation
4. Development of or understanding of an approved list for the wider teams to invest in

We also provide support and structure around the day to day operations of the investment management team to ensure that the right governance and oversight is in place.

The Investment Management team is essential to any business who look to use the investment team for dealing and managing client investments and therefore it should not be underestimated the level of support and detail the team require.

Get in touch with your Lloyd Expert today,