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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.

Key contact

Head of Financial Services, Partner
Deborah Weston
+44 (0) 203 805 7047

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Meet the team

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David Walker

Managing Partner

With 17 years’ experience of auditing investment funds in the Cayman Islands, David is a specialist in both international and US accounting and auditing standards. Since 2008, David has been licensed as an audit practitioner by the ACCA and the Cayman Islands Institute of Professional Accountants (CIIPA).

David works very closely with specialist audit teams around the world to operate as if a single firm and with real commitment and alignment of interest in meeting deadlines, irrespective of clients’ location and that of their service providers.

In leading the Cayman office, David has responsibility for the firm’s fund audits from the outset of each engagement and he takes great pride in ensuring that all clients receive a highly responsive and professional service.

David is an active CIIPA Council member, chairing its Quality Committee and sitting on its Membership and Licensing Committee. He also sits on the Cayman Finance FinTech committee and is currently studying a Master’s degree in Digital Currency.

Get in touch with David Walker
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Geeta Morgan

Audit Director

Geeta began her accountancy career in London 1995, becoming a member of the ACCA in 1998. Her early experience consisted largely of audit, principally in the financial services sector, and she qualified as a chartered accountant (ICAEW) in 2002.
 
Her work experience expanded into UK Personal and corporation tax.  During this time she qualified as a Chartered tax advisor in 2005 and also became a member of the Chartered Institute for Securities and Investment.  Since joining BDO in Guernsey, Geeta has focused on the audit of entities within the financial services sector, including private equity, equity and real estate funds.  In her role with Butterfield Geeta focused on reviews of financial statements and their compliance with accounting framework under which they were reporting along with related tax reviews.  In her role with Grant Thornton Geeta focused on audits of entities within the public and private sector. 
 
Geeta joined MHA MacIntyre Hudson recently but the work is familiar and is happy to be part of a highly skilled team that is dedicated to client service.
Get in touch with Geeta Morgan
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John Mendes

Partner

John leads the outsource services team at MHA MacIntyre Hudson. He has considerable experience with assisting owner managed businesses, subsidiaries of international companies and other incorporated businesses, across a range of sectors, with their requirements. 

His focus is in ensuring that our back office solution is specifically designed to meet your requirements, with access to management and financial reporting which is accurate and timely. The advent of cloud based technology has led to the introduction of further efficiencies and more in-depth and bespoke reporting to our clients. 

A devoted family man but his passion for Chelsea FC runs deep.

Get in touch with John Mendes
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Peter Abbott

Expatriate Tax Manager

Peter joined MHA MacIntyre Hudson in January 2019 as Expatriate Tax Manager working within the Human Capital Advisory service line.

Peter is a member of the Association of Taxation Technicians (ATT) and has over ten years of experience working in tax, with a focus on expatriate tax and global mobility. Having worked previously at EY and Deloitte, Peter has worked with many different clients of various sizes, from private clients and small to medium businesses to large, international corporations, helping them on a range of advisory and compliance issues.

Get in touch with Peter Abbott

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

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