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’...
Tax Is A Product, Not A Task

Tax Is A Product, Not A Task

Most custodians I meet view tax processing as an administrative task, not as a product opportunity. It’s like a grain of sand in their shoes. As a result, it’s badly understood at management levels, and therefore under-resourced and under-delivered. When the Good...
Benchmarking: Custodians

Benchmarking: Custodians

Ross McGill addresses the issues custodians face in regards to successfully benchmarking tax reclamations since so many factors affect the process.