My portfolio consists of a number of investment funds ranging from FTSE 250 investment trusts and other 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 a number of pension advisory and consultancy firms as well as discretionary managers investing on behalf of large institutions as well as retail investors.
I have worked with a large range of global custodians and fund managers maintaining the investment and fund accounting records. I have experience in UK GAAP, IFRS and US GAAP and the regulatory framework in the UK.
I have a 3 year old boy and a 1 year old girl who keep me busy when I'm not working.