
Financial Services
My portfolio includes a wide range of investment funds, from FTSE 250 investment trusts and listed VCTs to small private equity funds. I also audit a large number of investment managers ranging from alternative investment fund managers to private equity firms. Many of the managers I audit are regulated by the FCA and subject to CASS reporting requirements.
I also audit pension advisory and consultancy firms as well as discretionary managers investing on behalf of large institutions and retail investors. I've worked with a large range of global custodians and fund managers maintaining investment and fund accounting records.
I have experience in UK GAAP, IFRS and US GAAP and the regulatory framework in the UK.
Ask me about investment fund audit, FTSE 250 investment trusts, VCT audit, FCA-regulated manager assurance, CASS reporting and private equity fund audit.