
Financial Services
I'm a Partner within our Asset Management external audit practice based in Scotland, with over 20 years' experience in the sector. I'm passionate about asset management due to the sheer variety of entities and products on offer. The sector has a long and rich history in Scotland, impacting a huge cross-section of our society.
I specialise in the audit of authorised funds, investment trusts and other fund vehicles, together with mid-market corporate asset managers. Beyond audit, I have experience delivering solvency, merger and termination procedures for investment funds as well as FCA Client Assets (CASS) reporting and SOC reporting for corporate asset managers and administration service providers.
Outside my professional life, I'm dedicated to supporting my local junior rugby club and cub scout pack. I believe young people gain so much from sport and youth groups, and I'm committed to fostering a positive, encouraging environment.
Ask me about asset management audit, investment trusts, authorised funds, CASS reporting, SOC reporting, fund mergers.