Withholding taxreclaims forPrivate Banking
Most private banks leave international dividend WHT unrecovered. High-net-worth clients expect the full return on their investments.
How it works
Portfolio-level opportunity mapping
Each client portfolio is analysed across all relevant jurisdictions to identify every recoverable withholding tax position. CJEU and UFLI routes are evaluated alongside standard double taxation treaties, ensuring no eligible recovery is overlooked regardless of holding structure.
Precision processing to your standards
Reclaims are processed under a hybrid or fully outsourced model configured to your operational requirements. Digitised onboarding and encrypted data handling certified infrastructure meet the security governance private banks and their regulators demand.
Full visibility for relationship managers
Reclaim status and portfolio-level outcomes are available in real time through a dedicated client portal. Relationship managers remain fully informed at every stage, supporting the transparent, high-touch service your clients expect and the reporting your compliance teams require.
Benefits
Superior after-tax returns for HNW clients
Every eligible withholding tax position is identified and pursued across all covered jurisdictions, through standard treaty routes and CJEU and UFLI claims. A dedicated support manager oversees each client relationship from start to finish.
Service quality worthy of private banking
Active coverage worldwide, with local compliance expertise applied to every claim. A client experience built for HNW relationships, not mass-market processing.
Certified data security at every step
Client data is processed under encrypted protocols with digital signatures throughout. ISO 27001 and ISO 27701 certified operations provide the governance assurance that private banks and their regulators require. No data leaves a controlled, auditable environment.
No capital commitment. No integration cost.
Fully outsourced or hybrid models are available with no integration costs and no upfront fees. The success-fee model aligns our incentives entirely with your clients' recoveries. You add a high-value service line with zero financial risk.