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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 Peter Abbott

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
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Sue Rathmell

Partner

Sue is an Indirect Tax specialist with more than 25 years’ experience of VAT, Insurance Premium Tax, excise and customs duties. She joined MHA MacIntyre Hudson in April 2017 and heads up the Indirect Tax services in the Kent region. 
 
Sue spent 5 years as in-house Indirect Tax Manager at Saga plc. Before that Sue worked for a Big 4 firm in London and in Central Europe and initially she worked for HMRC. Sue is a Chartered Tax Advisor.
 
With experience with over 50’s tour operator Saga under her belt, Sue is a travel VAT specialist, helping tour operators understand the Tour Operators’ Margin Scheme (known as TOMS) which calculates how much VAT is due on holidays. TOMS is also used in the MICE (Meetings, Incentives, Conferences and Events) world.  
 
Outside the office, Sue enjoys travelling, particularly island hopping in Greece in search of the perfect beach and the perfect taverna.
Get in touch with Sue Rathmell
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Rob Dando

Corporate Finance Partner and Transaction Services Leader

Rob joined MHA MacIntyre Hudson Corporate Finance in April 2020 to lead the Transaction Services team. Rob has over 15 years’ transaction consultancy experience, with considerable knowledge in global markets. He specialises in advising mid-market businesses, corporate clients and financial institutions, in their assessment of acquisitions and divestments, as well as assisting organisations on their journey to initial public offering. Rob’s primary focus is on providing financial due diligence services for M&A transactions.

Rob has extensive deal experience across a variety of industry sectors, deal sizes and on a global basis. He has a particular interest in business services, education, healthcare, technology and transport & logistics sectors.

Rob is a chartered accountant (ACA) and holds the Corporate Finance Qualification (CFQ) from the Institute of Chartered Accountants England and Wales (ICAEW).

Get in touch with Rob Dando
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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

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