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David Agnew
Senior Operations Manager, Fund administration

David Agnew

Fund solutions

Areas of expertise

Accounting and Taxation.

Experience

After completing his CA qualification with a Glasgow based training firm, David joined Smith & Williamson in March 2012.

David is the Senior Operations Manager of the Tax team and is responsible for the taxation of OEICs and AUT’s; namely providing tax packs to the Statutory Reporting team and submitting tax returns to HMRC.

Aside from his knowledge in taxation of Collective Investment Schemes, David also has experience in Audit, Financial Reporting, Accounts Preparation and other taxes such as Income Tax and Corporation Tax for individuals and companies respectively.

Professional Qualifications

  • Chartered Accountant – member of The Institute of Chartered Accountants of Scotland (ICAS)
  • First Class BA Honours degree in Accounting and Finance from the University of Strathclyde

Other Memberships

Chartered Member - the Chartered Institute for Securities & Investment (CISI).

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