Give A Chance to your Financial Institution
The financial market has become more dangerous: faster, more complex, and there is less money.
But this is also a time of opportunity for those who want to take it.
Have an issue to correct, a delayed ongoing project? We can help you realign Business and IT with Strategy, and get your show on the road.
Tax Suitability: Protect the Performance of Client Portfolios
"Increased tax rate" seems obvious, but have you ever thought about the consequences of "non-deductibility of losses"? In some cases, income tax can take away more than half of portfolio performance! Do not shoot in the dark and hope for the best... or wait until the next court case.
We have services to help you.
- Courses for Wealth Managers and Back Offices
- Tax Radar: Automated scanning of financial instruments, at ISIN level
Get on Top of Tax Compliance Chaos
Has tax compliance and the fight against "tax offenses preliminary to money laundering" become a headache? Are you facing confusion, frustration, obstruction or legal threats?
We can help clear up the internal confusion and get things working again.