Tax Compliance



Respecting the regulatory framework

Performance defines our investment philosophy, and meeting the tax regulations of a client’s home country is absolutely essential. We ensure that our clients always receive the appropriate reporting documentation from our partner banks.

Individual tax solutions

With any investment, there’s always a way to optimize taxation, but it depends on a client’s individual situation and home country. When we meet with our clients, we look at any potential solutions to help minimize potential taxes, and we always utilize the utmost discretion on every account. Given the increasingly complex nature of tax solutions, however, we recommend meeting with professional counsel for final approval on any plan.


Insights


Archived News
Investment Guidance for Making Money in the European Bond Market

Investment Guidance for Making Money in the European Bond Market

Like many investment areas, European bonds can be an excellent wealth-building resource – if the investor knows where to look.

However, securing substantial returns with bonds can be a complex process, and investors are wise to work with an experienced team of fixed income experts with their finger on the pulse.

3 Investment Mistakes That Are Keeping You From Making Money

3 Investment Mistakes That Are Keeping You From Making Money

Successful investing isn’t about the money you make, it’s about the money that you keep. Without proper guidance, it’s possible to make investment mistakes. In general, professionals will have advantages over individuals when it comes to investing simply because they have more experience. 

Ten reasons that argue against an interest rate hike

Ten reasons that argue against an interest rate hike

For some time now, the ECB prime rate has been at a historic low, leaving investors in the fixed income sector with only a small return on many investments. Thus, both investors and borrowers are interested in the future development of interest rates. There are currently several reasons why it is unlikely that the ECB’s key interest rates will rise in the near future.

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