by Kirsty Pitkin | Feb 9, 2016 | BlogPost
“I’ll Take the High Road, You Take the Low Road – and I’ll be in Compliance Afore Ye!” Attitudes Towards GATCA Compliance With the launch of our GATCA Resource Library coming up soon, I thought I’d take this opportunity to write a series...
by Kirsty Pitkin | Dec 14, 2015 | BlogPost
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. The sad...
by Kirsty Pitkin | Dec 3, 2015 | BlogPost
“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...
by Kirsty Pitkin | Oct 22, 2015 | BlogPost
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...
by Kirsty Pitkin | Jun 30, 2015 | BlogPost
Benchmarking: Custodians The Benchmarking Landscape In 2002 I wrote a book on withholding tax. I updated that book in 2009 with a different publisher (Palgrave Macmillan). One chapter in that book was (and is) about benchmarking. I come from a science background...
