Cloudy with a Chance of Windfalls

Cloudy with a Chance of Windfalls

As the New Year approaches there are many institutional and private investors who are in for a nasty shock. They are just about to give away chunks of their investment performance alpha to a whole bunch of foreign governments…

“I Want My Money Back!” Questions To Ask About Tax Reclaims

“I Want My Money Back!” Questions To Ask About Tax Reclaims

If you’re an institutional investor, here are five questions that you should be asking. I use these as benchmarking tools and you can find them in chapter 12 of my book ‘Investment Withholding Tax – Best Practice and Strategies for Intermediaries and Investors’...