We know how important it is for an advisor to know the market in which they operate and we have a strong understanding of the increasing regulatory burden facing the industry, from pre-authorisation through to ongoing UK and International compliance, and we make it our business to make reporting in this environment as smooth as possible for our clients.
To support this we have invested heavily in our team, our technology and the knowledge we can offer as a firm. All of our assignments are Partner led and because of our size we are able to act swiftly, personally and – crucially – proactively in advising our clients.
Our services range from bookkeeping, management accounting and treasury management to tax advisory, GABRIEL compliance and CASS audit provision.
We have many long standing clients in the industry and have strong testimonials to support the work that we do for them.
How We Can Help
The breadth and depth of our expertise allows us to offer a broad range of services.
For more than 15 years we have been providing accounting and taxation support services to the regulated Investment Management sector and act for managers across multiple asset classes and jurisdictions.
Technological developments in the regulated brokerage market have led to an enormous growth in business and consumer trading opportunities and the firms operating in this sector. As this market has grown so too has our accounting and taxation service offering in this field, ranging from small to full scope brokers.
For a firm of our size we have a surprisingly extensive knowledge of accounting, auditing and taxation in the Structured Finance arena where we act for SPVs across a variety of asset classes and have followed this sector through the ups and downs of the financial crisis over the past 15 years.
Ecovis Wingrave Yeats has been an integral part of Helvea’s UK operation since inception. We have been able to rely 100% on the team to manage all of our outsourced functions ranging from accounting and expense management to full FCA reporting support. They have consistently provided quality advice when needed and allow us to focus on other matters secure in the knowledge that all outsourced functions are taken care of.
Chief Compliance Officer
We are privileged to work with a broad range of clients, from small partnerships to large corporates across our chosen sectors.