FINANCIAL SERVICES
Wealth and Asset Managers
OUR SPECIALIST Financial SERVICES
Whether your firm is private equity or venture capital, you will need to be focused on the constantly changing and complex regulatory environment.
We understand that efficient and robust financial controls are vital. They allow you to prioritise your deal flow, core investing and overall investment strategy. They are required for effective investment appraisal, monitoring your capital adequacy with year-round reporting and producing up to date financial information.
We have experience in dealing with established wealth and asset managers, and those who have set up in the UK as part of foreign inward investment. We work closely with regulatory advisers to help you navigate the UK regulations. These include the Investment Firms Prudential Regime (IFPR) for MiFID investment firms, which came into force on 1 January 2022.
We provide the following services to wealth managers, asset managers and hedge fund managers:
- Statutory audit
- CASS 6 audit
- CASS 7 audit
- Preparation of statutory accounts
- Bookkeeping and management accounts
- Specialist VAT for financial services
