Lloyd Expert Consultancy Ltd has an excellent reputation for delivery and are often requested, required to assist, support multiple aspects and areas of a business.
We apply a common set of principals and standards that ensures the right outcome and high level of professional service that the client expects. As we are experts in the field of financial services we do work with a large variety of financial firms that can only benefit our knowledge and understand that we are only to happy to share*
All our services are provided with a detailed breakdown of what will be delivered and when by, regardless how big or small the requirement.
If you are considering bringing a contractor or temp in then please also get in touch as we are regularly providing the level of service with quality at the same cost as a contractor but with the guarantee and quality of an expert.
Leading Experts
We are viewed as the leading experts when firms are looking to setup a OEIC for UCITS or NURS Fund offering and provide a detailed overview to deciding the best selection of an Authorised Corporate Director (ACD) based on the business model and what the business is hoping to achieve.
We don't advertise this fact as we are built on 'word of mouth' and 'reputation' in this space. Our advice, support and implementation is based on strong foundations of experience developing and delivering practically what the client wants and needs.
All our solutions are built around the client requirements and we believe that 'one size', 'one solution' doesn't fit all. Our consultants have a minimum 15 years' experience within this sector and give clients reassurance to implement change whilst managing key stakeholders throughout the entire process.
We have successfully provided a number of solutions to organisations that want to achieve re-engineering and transformation in a controlled, confident way. We manage all these changes using recognised methodologies of Prince 2, Lean Six Sigma and PMP depending on the type of change and requirement.
Our client support includes:
- Restructuring, bringing the OCF down
- Setting up new funds
- Converting IFAs to Wealth Managers
- Support with FCA permissions
- Building the Investment process with a high level of technical expertise from a very experienced CIO
- Providing the framework for compliance within Fund Management and COLL rule adherence
- Switching ACD
- Providing Due Diligence
- Assessing platform solutions and integrating within the operations of a business
- MIFID II support on GAP analysis assessment, implementation solutions
- Creating and developing the digital offering through an App
- Selecting an ACD
Authorised Corporate Director
Lloyd Expert Consultancy can engage with the current 9 independent ACDs in the marketplace, if required, by the client.
Fund Creation
Lloyd Experts can assist and support in the setup of a fund or range of funds from initiation through to implementation.
FCA Permissions
Our Lloyd Experts are here to help you document the strategy and plan to achieve authorisation from the FCA.
Platform
The market place for platforms is seeing a significant shift in pricing and new entrants as technology takes over from people.
Depositary & Custodian
Our Lloyd Experts will hit the ground running in the requirements of a custodian regardless of the need or department.
Programme Management
One thing we do promise and guarantee across all our PMs is quality, professionalism and added value every time.
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For more information, please contact us so we can provide the right Lloyd Expert for you.
