Cloudy with a Chance of Windfalls

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. The sad...
Tax Is A Product, Not A Task

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...
Benchmarking: Custodians

Benchmarking: Custodians

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...