Wealth Management

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

The wealth management sector continues to be a strong element of our business and what we do as a consultancy firm.

Wealth Managers have to to constantly look forward and change to keep up with regulation, competition, technology and new entrants. In order to maintain this wealth; managers look to us for guidance and support in any aspects of change.

Wealth Managers are regularly assessing what is the right level of client for them, what is the average client size and what should the firm be aiming for?

Whatever it maybe, Lloyd Experts have managed that analysis and provided support on,

  • Client Segmentation
  • Changing Platform
  • CRM Selection / Implementation
  • Back Office System
  • Mobile App
  • Changing SIPP Provider
  • Enhanced Valuations
  • Converting to Digital
  • Fund Solutions
  • Model Portfolios

We have successfully worked with a number of wealth managers to provide truly digital solutions that equates to large overall savings. Whether it be converting contract notes from paper copies to digital copies or implementing / integrating a new / existing CRM system that makes sense and allows for better client management we have provided expertise for it all.

Clients are expecting more and becoming more technology aware so demanding more from traditional Wealth Managers which includes Mobile Applications or detailed valuations. As a result Lloyd Experts ensure they are upto date with the latest trends and work with suppliers to ensure costs are kept under control for clients wanting to make the change.

Lloyd Expert Consultancy appreciate and fully respect the role of the front office and the entry point for the clients is here. We therefore actively setup a working group involving members of the front office, directors, investment managers to ensure they have input and oversight to any suggested changes involving their clients.

If any of the above relates to you then please get in touch as we are waiting for your thoughts and interest, info@lloydexpert.co.uk