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Financial Services

Investment Management

Our team is dedicated to providing audit and other assurance services within the financial services sector to investment businesses and funds. 

Years of experience in the industry has given us specialist knowledge of investment structures and strategies, as well as audit, accounting and regulatory requirements. Coupled with commitment to deadlines and client service, this experience is applied for the benefit of our clients.

Investment businesses

We provide services to both start-ups and established businesses, and pride ourselves on our understanding of the industry as well as our collaborative and value for money work ethic.

The regulatory environment is a challenge that we help our clients to meet, not only by meeting filing deadlines but also by keeping abreast of change, whether in the form of tax legislation or the FCA’s response to European directives, and sharing our insights.

There are many types of investment business and we have the skills to work with them all, whether hedge, venture capital or private equity fund manager, broker-dealer, bond issuer, investment advisor or arranger, UCITS manager or AIFM. 

Services

  • Investment manager, advisor and arranger audit
  • Bond issuer audit
  • Internal controls reviews (ISAE 3402)
  • Client assets audit
  • Bookkeeping, management accounts and annual financial statements
  • GABRIEL reporting
  • Payroll services
  • VAT
  • Tax compliance (corporate and personal)
  • Tax advisory

Investment funds

The audit of financial statements is key to regulation of investment funds, both onshore in the UK and Ireland, and offshore in the Cayman Islands and elsewhere. We work with our clients and their fund administrators across the globe to meet the regulators’ deadlines.

We have experience of all types of fund investment strategy and structure and the capability to re-price quoted investment portfolios. We work through the various time zones using our combined London and Cayman team. 

Contact us

If you would like to discuss the audit or other professional services requirements of your investment management business or fund please contact our sector head Deborah Weston or send us an online enquiry.

Meet the team

Photo of John Rossiter

John Rossiter

Director – Indirect Tax

John has over 24 years of experience advising clients on VAT and other indirect tax matters and brings a wealth of experience to the team having worked in the UK, Ireland and Canada.

John works with businesses of all sizes from owner managed to listed multi-nationals in a broad range of industry sectors. He has a particular focus on supply chain and international indirect tax matters, real estate and construction, financial services, and tax risk management. 

A key part of John’s role is to leverage the international expertise that is available to all MHA MacIntyre Hudson clients through the Baker Tilly International network, so no matter where our clients operate or trade, they have access to the professional services and support that they need to succeed.

Get in touch with John Rossiter
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Gavin Davis

Partner

Gavin joined MHA MacIntyre Hudson in June 2018 and is the Partner who leads our Technology Advisory Services practice. He joined the firm from BDO LLP where he led the technology consultancy practice for more than five years. Gavin has more than 35 years of experience in the IT industry and, besides running his own IT consultancy business for ten years, has worked for some of the worlds largest IT companies including; Fujitsu, Dell, Capita, Ricoh and Atos.

As well as a formal training in Electronic Engineering, Gavin holds several industry qualifications including; MCSE, PRINCE2, ITIL and CISM. In previous roles Gavin has developed global IT consulting methodologies, delivered (and recovered) several large high-profile IT projects as well as managing large teams of consultants, engineers and project managers.

Technology Advisory Services provides a range of services to support business in the mid-market. In these businesses it is not uncommon to find the Finance Director (or other senior board member) responsible for IT. Gavin calls them “The Quasi IT Director” ® and typically they become reliant on junior IT staff or third-party IT support companies for strategic advice, which may not always be in the best interest of the company.

Gavin and his team are completely independent and can provide advice that is based around your business and specific requirements. Typical services include:

  • IT reviews to identify areas where IT might be causing issue around the business
  • Strategic IT advice, to help get the best out of your IT, both now and in the future
  • Application procurement support (specification and selection) and,
  • Outsource IT director services.

Gavin also supports the MHA MacIntyre Hudson Corporate Finance Mergers and Acquisitions teams by providing IT due diligence on both the buy and sell side.

Get in touch with Gavin Davis
Photo of Candice Czeremuszkin

Candice Czeremuszkin

Partner

Candice Czeremuszkin is a Licensed Audit Practitioner responsible for signing and leading audit engagement teams that serve a growing portfolio of mutual funds and private equity funds with a diverse range of investments and strategies, and under various accounting frameworks and relevant local legal and regulatory requirements.

Currently a member of the Cayman Islands Institute of Professional Accountants (CIIPA), a Fellow of the Association of Chartered Certified Accountants (FCCA), and a member of the Chartered Professional Accountants of British Columbia. Candice also holds a Master of Business Administration (M.B.A.) from the Heriot-Watt University Edinburgh Business School.

Currently a member of Cayman Finance’s Public Awareness Committee, CIIPA’s International Relations Committee and CIIPA’s Careers & Mentoring Committee, 100 Women in Hedge Funds and the Business and Professional Women’s Club of the Cayman Islands.

Get in touch with Candice Czeremuszkin

Anthony Bastiani

Tax Assistant Manager

Anthony joined MHA MacIntyre Hudson in September 2018 as Expatriate Tax Senior working within the Human Capital Advisory service line.

Anthony is a member of the Institute of Chartered Accountants in England and Wales (ICAEW), Association of Accounting Technicians (AAT) and a student member of the Chartered Institute of Taxation (CIOT). He has over four years of experience working in tax, with a focus on expatriate tax and global mobility services. Having qualified as a Chartered Accountant at Mazars, he has previous experience of working with a variety of clients, specialising in advising the small to medium size business. He has experience of helping clients from the oil and gas, engineering, financial service and communications sectors.

Get in touch with Anthony Bastiani

What they say about us

SilverLining UK very highly recommends MHA MacIntyre Hudson for all your company’s financial accounting needs.Our corporation has worked with MHA MacIntyre Hudson for the last 4 years. They are truly the best at what they do.They continually provide timely and excellent service and go ‘above and beyond' for their client. Their knowledge, communication skills and professional qualifications are of the highest quality and standards. SilverLining UK - Construction Sector

What they say about us

With MHA MacIntyre Hudson’s support, our business has been very successful since we started three years ago. Simon Burke - Dalbergia Group