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.
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Batanayi Katongera
Partner, Head of Transfer Pricing
Batanayi is a Partner based in the London office.
Batanayi leads the transfer pricing service line at MHA and has over 18 years of transfer pricing experience in the UK across a broad spectrum of industry sectors including financial services, private equity, funds, manufacturing, media and technology, as well as life sciences and telecommunications.
Batanayi helps clients prepare and defend transfer pricing policies and he has a particular focus on resolving transfer pricing disputes involving complex transfer pricing enquiries. This extends to handling MAP proceedings and agreeing APAs, and ATCAs.
Get in touch with Batanayi Katongera
James Broderick
Director & UK Head of Business Development
James joined MHA MacIntyre Hudson in December 2018 as Director & UK Head of Business Development for MHA Macintyre Hudson in the UK. His role includes driving lead generation, relationship building and new revenue creation across Audit, Tax & Advisory services Nationally & Internationally.
James works with all the service and sector lines with their go to market strategy’s but he has a specific focus on;
- Real Estate
- Financial Services
- Private Equity
- Professional Practices
- Technology
- Manufacturing & Engineering
James in his free time is Chairman of a Military Charity and also enjoys playing sport and spending time with his family.
Get in touch with James Broderick
Eoin Chawke
Audit Manager
Eoin is a Chartered Accountant and member of the Association of Chartered Certified Accountants with seven years’ experience of auditing investment funds, and is expert in the accounting and disclosure of IFRS and the audit implications.
His principle experience is ensuring fair presentation of Cayman hedge fund financial statements. Eoin manages a diverse base of client structures and he has a deep understanding of valuation methodologies for a wide range of financial instruments, including private equity, debt, credit instruments and derivatives.
Eoin manages audit teams to meet client deadlines and to maintain audit quality whilst serving a main point of contact for many key relationships.
Get in touch with Eoin Chawke
Sue Rathmell
VAT Director
What they say about us
The team at MHA MacIntyre Hudson have taken away the burden of the day to day bookkeeping, payroll and CIS work off me. This has enabled me to spend more time working on my business, finding new work, new ideas and ways to be more profitable. Thanks to the help I’ve received, I can see a bright future for me and my company. Luke Day - Complete Wiring Solutions
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
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