Withholding taxreclaims forWealth Managers
WHT recovery converts an invisible portfolio drag into a quantifiable gain. You offer the service. We run the operation.
How it works
Opportunity identification
Your client portfolios are screened across all international holdings to map every recoverable withholding tax position. You receive a clear, quantified picture of available value before any commitment is made.
Technology-enabled execution
Our platform handles automated documentation generation, filing and authority follow-up end-to-end. No integration with your systems is required. Expert teams manage each jurisdiction directly.
Verified returns to clients
Recovered amounts flow directly to client portfolios as verified, quantifiable after-tax gains. Real-time tracking through our portal gives you full visibility and a clear, reportable narrative for every client review.
Benefits
Stronger client outcomes
WHT recovery delivers measurable additional value on existing holdings with no changes to investment strategy or portfolio construction. Clients see a concrete return from an asset they already own.
Zero operational burden
Digital documentation, filing and compliance management are handled entirely by our team. No new workflows, no additional headcount and no system integrations are required on your side.
Breadth across jurisdictions
Active coverage worldwide, with expertise in CJEU, UFLI and standard treaty mechanisms. Compliance frameworks are maintained and updated continuously by our operations team.
Aligned incentives
No upfront costs and no fees unless capital is recovered. A pure success-fee structure means our incentives are fully aligned with your clients' outcomes from day one, with no financial commitment required to get started.