About
The impact of tax on portfolio performance can no longer be ignored. Despite the implementation of the Automatic Exchange of Information global standard, tax harmonisation across multiple jurisdictions remains a pipe dream.

Join Global Custodian and the Swiss Stock Exchange for a 45-minute webcast exploring the implementation and maintenance of tax services – a notoriously complex area to perfect – and the importance of efficient after-tax performance to create additional value for clients and avoid double taxation.
When
Tue, Jul 7, 2020 · 4:30 AM Eastern Time (US & Canada) (GMT -4:00)
WEBINAR ENDED
Agenda
  • Looking back at the industry’s collective efforts over the past couple of decades, what has been achieved in tax services and what remains a challenge?
  • Where should investment managers place tax services on their list of priorities?
  • How do you quantify the impact of after-tax performance on investment returns?
  • Where do tax services sit on the continuum of securities services automation, for example between settlement (highly automated) and corporate actions (highly resistant)?
  • Given their complexity, what are the options for outsourcing tax services?
Presenters
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Richard Schwartz
Special Projects Editor, Global Custodian
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Christophe Lapaire
Head of Advanced Tax Services, The Swiss Stock Exchange, SIX
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Jürg Stalder
Senior Product Manager, Financial Information, SIX
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Roman von der Höh
Global Head of Tax Services, Avaloq
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Philipp Mitterbauer
Head of Tax, Ruffer LLP