30+ SPEAKERS
representatives from Financial Industry, Advisory, Tax Authorities and Tax Tech
150+ PARTICIPANTS
from the Financial Services Industry
100% Networking
in an exclusive and unique format with an opportunity to meet with Tax Leaders
About the event
Be part of the leading event exclusively dedicated to withholding tax on cross-border investments
Designed for tax leaders and finance professionals seeking to stay informed about regulatory changes and evolving requirements in withholding tax and digitalization.
With its wide range of topics from diverse perspectives, the Global Withholding Tax Summit offers a perfect blend of latest regulatory insights, high-caliber expert sessions, and compelling use cases for digitalisation in withholding tax processes
Key Topics
Digitalisation in tax authorities
Withholding tax processing on cross border investments
Automation of Tax operations processes
Use Cases for withholding tax recovery
Current changes in securities taxation
EU FASTER Directive
Tax considerations in Digital Assets
Impact of Artificial Intelligence in Tax services
Tax Governance, Tax risk management & Talent
and many more
Who should attend?
Tax Product and Tax Operations leaders in Financial Services
Tax Authorities and regulators
Tax Advisors
Tax tech and fintechs
Financial institutions and Banks
Asset Managers
Custodians / DEPOSITORY
Wealth Management and Family offices
Agenda
Time
Session
Speaker
08.45 - 09.15
Registration with Coffee and Tea
09.15 - 09.30
Welcome
Alexander Lerch
Co-Founder and CEO, RAQUEST
Mariano Giralt
Head of Business Development and Strategy, RAQUEST
09.30 - 09.50
Keynote: EU Commission on FASTER
Lourdes Bustos
Policy Officer, EU Commission
09.50 - 10.20
Panel: Politics, Macro and Innovation
Political dynamics in the EU, US and rest of the world, macro economic policies and innovation trends.
Peter Grant
Partner, KPMG LLP
Suzi Evans
Managing Director, Alpine Edge Consulting
Daron Pearce
Co-Founder & Chairperson, TaxTec Group
Moderator: Alexander Lerch
Co-Founder and CEO, RAQUEST
10.20 - 10.50
Panel: Key trends in Withholding tax processing
Increased trends on transactional reporting (e.g. MiKaDiv) and e-filling functionalities (Germany, Austria, Switzerland).
Richard Austin
Product Tax Director, BlackRock
Michael Dobson
Global Tax Services, BBH
Pilar Espejo
Director, Head of Tax and Policy Assurance, Global Tax Product, BNY
Robert Aumeier
Product Manager, RAQUEST
Moderator: Roman von der Höh
Managing Director, RAQUEST Switzerland
10.50 - 11.05
Meet the Tax Legend Part 1
Chris Gilbert
Former Global Custody Tax Manager and Industry Representative
11.05 - 11.25
Coffee Break
11.25 - 11.40
Fireside chat: US Withholding and Reporting (QI regime)
Ross McGill
Chairman of the Advisory Board & Managing Director TConsult
Yvonne Kunihira-Davidson
Managing Director, S&P Global
11.40 - 11.55
Case Study: Innovative Solutions for Tax Reclaims and ADRs
Austen Little
Product Development Manager, TaxTec Group
11.55 - 12:25
Panel: Digital Assets & Tax implications
Tax considerations for digital assets and US and EU compliance regulations (CARF, DAC8).
Roger Exwood
Senior Investment Tax Advisory Manager, Pictet Asset Management Ltd.
Leila Majed
Head of Tax, Société Générale Securities Services
Danny Talwar
Associate Director, Digital Assets SME, S&P Global
12.25 - 12.40
Case Study: AI opportunities for Tax in Financial Institutions
Use cases where AI can provide value for operational taxes in financial institutions
David Wren
Partner, KPMG LLP
12.40 - 13.40
Lunch Break
13.40 - 14.10
Panel: Digital Tax Revolution in Financial Services
Inhouse vs. outsourcing
Blockchain functionality
Amy Harkins
Head of Tax Sales Operations and Control, Broadridge Financial Services
Arnaud Depelsenaire
Head of Tax Product Management, Euroclear
Antonio Frade Correia
Senior Tax Advisor, EFAMA
Robin Silverthorne
Head of Global Tax Services, SonataOne
Moderator: Manfred Artmeier
Head of Growth, RAQUEST
14.10 - 14.25
Fireside chat with Finnish Tax Authorities
The TRACE experience, Digitizing Withholding Tax Processing, and FASTER readiness
Katja Pussila
Risk Manager, Finnish Tax Administration
Mariano Giralt
Global Head of Business Development and Strategy, RAQUEST
14.25 - 14.55
Panel: FASTER - Key considerations for Custodians and CSDs
Nicolas Godfrey
Global Head of Tax Product, Clearstream
Mark Huyan
Global Head of Tax Product, Custody and Fund Services, State Street
Liam Stanbridge
Global Head of Tax Product, BNY
Mariangela Fumagalli
Head of Asset Servicing Global Product and Regulatory Solutions, BNP Paribas Securities Services
Moderator: Lourdes Bustos
Policy Officer, EU Commission
14.55 - 15.25
Panel: FASTER - Key considerations for the Investment Management industry
Registration, Reporting, Outsourcing
Zoe Hart
Head, Asset Management Tax, UBS Asset Management
Vilma Domenicucci
Head of Tax, ALFI
Robert Welzel
Partner, WTS Germany
Moderator: Roman von der Höh
Managing Director, RAQUEST Switzerland
15.25 - 15.40
Meet the Tax Legend Part II
Lorraine White
Former Global Custody Tax Manager and Industry Representative
15.40 - 16.00
Coffee Break
16.00 - 16.15
Case Study: Showcasing unique complexities in the withholding tax landscape and the case for outsourcing in these scenarios
Benefits of filing reclaims for complex or tax transparent investment structures despite administrative and technical challenges.
Jason Yule
Global VP of Client Success, WTax
16.15 - 16.45
Key considerations in the Tax Function: Governance, Risk Management & Talent
James Clarke
Head of Anti-Tax Evasion
Caroline Ashkboos
Director, Optimization & Regulatory, National Bank of Canada
Julia Bricker
Global Managing Director, WTax
Ali Kazimi
Managing Partner, WTS Hansuke
16.45 - 17.00
Wrap up
Alexander Lerch
Co-Founder and CEO, RAQUEST
Mariano Giralt
Head of Business Development and Strategy, RAQUEST
17.00 - 19.00
Networking and Evening Aperitifs
Know-how and Best Practices
Stay Up-to-Date on latest developments in the Withholding Tax Universe. Gain valuable insights and join deep-dives from industry leaders.
Networking
Seize the chance to connect with experts from financial services and tax authorities. Meet our Tax Leaders and Tax Legends and forge meaningful discussions and exchange during networking breaks or at the evening aperitif.
Speakers
Caroline Ashkboos
Director, Optimization & Regulatory, National Bank of Canada
Caroline has been in the tax industry for 20 years, with a main focus on withholding tax and custodial subject matters. She has a strong passion for international tax matters, with a specific focus on tax and product changes, advocacy, tax operations and tax risk. Caroline debuted her career in tax spending over 12 years in Paris, first with KPMG Paris for a year, before moving into the banking sector, where she held Global Operational Management and Relationship Management roles at BNP Paribas Paris. Upon her return to the UK, Caroline worked for BNY Mellon’s Custody Tax Product team as Global Head of Tax Research, and managed strategic operational and risk projects. She also spent two years as Global Head of Custodian Products at WTax, before moving to National Bank of Canada where her focus remains on international tax matters for the Bank.
Richard Austin
Product Tax Director, BlackRock
Richard Austin is a seasoned professional with over 25 years tax experience within the financial services industry. Having previously worked at Euroclear UK & Ireland and RBC Dexia; Richard’s current role is the EMEA Portfolio Tax lead at BlackRock, having served there for the last 13 years. In his current role, he oversees portfolio level tax entitlement and compliance for all EMEA domiciled BLK Funds. Prior to this, Richard’s experience was within the Operational Taxes space, with focus on the delivery of Operational Tax Services at a Central Securities Depositary, and then at a Custodian Bank. He is an active participant in various tax industry group forums, whether that was via the AGC or ICTLG whilst at RBC Dexia, or through EFAMA and the IA in his current role at BlackRock.
Julia Bricker
Global Managing Director, WTax
Julia is Global Managing Director and oversees WTax’s front-office operations, including business development, client success, custodian relations and product management. She is responsible for ensuring the firm delivers exceptional service, strengthens client relationships, and continuously enhances its offerings to meet evolving market needs. With extensive experience in finance and tax recovery, Julia plays a key role in shaping WTax’s global strategic direction. She is both a Chartered Accountant and a Chartered Professional Accountant.
Lourdes Bustos
Policy Officer, EU Commission
Lourdes is a Lawyer and economist specialized in international taxation. She offers extensive experience in direct and indirect tax issues and public affairs through more than 15 years working as policy maker in the European Commission and the Spanish Ministry of Finance and as tax auditor within the Spanish Tax Agency. Within the Spanish administration, Lourdes worked in the International Tax Office dealing with transfer pricing issues and as head of financial advisory in the cabinet of the Secretary of State for Finance. She joined the European Commission six years ago as a policy officer in the direct taxation and administrative cooperation Unit where she has had active participation in recent EU legislative tax initiatives.
James Clarke
Head of Anti-Tax Evasion
James has worked for large international banks for the last 25 years including JPMorgan and BNY in a broad range of roles across Tax and Financial Crimes Compliance. This has included running global and regional programs, tax product design, operations, risk management, regulatory mapping, policy & procedure design and ownership, along with industry level work for UK Finance, AMLP, JMLIT, HMRC Counter Fraud Banking Forum, HMRC, UK Treasury, AFME and the Wolfsberg Group. James specialises in Anti-Tax Evasion, Anti-Bribery & Corruption, Tax and Financial Crime Risk Management, along with extensive experience in withholding taxes. James has a Master of Laws degree (LMM); specialising in Financial Regulation & Compliance, the ATT (Association of Taxation Technicians) qualification and a bachelors degree in Economics.
Arnaud Depelsenaire
Head of Tax Product Management, Euroclear
Arnaud is heading the Tax Product Management team in Euroclear supporting the delivery and the development of Tax services for Euroclear Bank and ESES CSDs. He joined Euroclear in 2006 and had various roles within Asset Servicing operations before transitioning to the Product Management division in 2013. Initially focused on the execution and delivery of Euroclear Tax strategy, Arnaud now focuses on adapting the strategy to the numerous upcoming regulatory frameworks and technological changes.
Michael Dobson
Global Tax Services – Investor Services, Brown Brothers Investor Services Ltd.
With over 26 years of taxation experience in professional services firms (corporate and personal tax) and last 16 years in Custody Tax Product across three organisations, Michael is based in London with BBH as a VP in Global Tax Services in the Product management team in a client facing role.
Pilar Espejo
Director, Head of Tax and Policy Assurance, Global Tax Product, BNY
Pilar joined BNY in 2015 and heads the Tax and Policy Assurance team within Global Tax Product. Pilar’s team is responsible for providing independent risk and policy direction in respect of custody product and tax changes to BNY. Before joining BNY, Pilar worked for over 13 years as an International Tax specialist with EY in London and KPMG in London and Australia. Prior to this, she worked as a Tax and M&A lawyer with Andersen in Lima, Peru. Pilar holds a Masters in Law (LLM) from the London School of Economics and a degree in Law and Political Sciences from the University of Lima (Peru). She is also a former chair of the Tax Issues Committee at the Association of Global Custodians (AGC) and the Treaty & Withholding Tax Working Group at The Investment Association, and has been an active member of other industry groups including AFME.
Suzi Evans
Managing Director, Alpine Edge Consulting
Suzi is a renowned expert in the field of international stamp duties and financial transaction taxes as they apply to the financial services industry. Suzi supports institutional investors and both sides of the industry to educate, navigate and optimise these transfer taxes throughout the investment lifecycle. With a deep interest in advancing tax technology, Suzi has developed fund tax technology solutions to support the evolving target tax operating model. As an active member of the UK Chartered Institute of Tax Advisors (CIOT), Suzi is a global conference speaker, published author and a member of both the UK Government’s Stamp Taxes on Shares Working Group and CIOT Stamp Tax Practitioners Group.
Roger Exwood
Senior Investment Tax Advisory Manager, Pictet Asset Management Ltd
Roger has over 30 years of experience in the field of asset management taxation, during this time working for Deutsche, UBS, Barclays Global Investors, BlackRock and Pictet. His specialism, for the last 20 of those 30 years, has been on the product taxation of both public and private assets. He has held regional responsibility for product taxes in Asia, Australia and Latin America as well as in Europe, whilst also having significant exposure to US tax issues. Roger has throughout had a strong involvement in public policy work, as an advocate for the industry. This has included roles as Chair of the EFAMA Tax and Accounting Standing Committee, as Chair of the Investment Association Tax Committee, and work with other trade bodies. He has experience of working on industry questions with the governments of the UK, the US, Germany, Switzerland, India as well as the EU and OECD. He has had particular involvement in the evolution of FATCA, has taken a strong interest in FASTER since inception and has been involved over a long period with EFAMA’s advocacy on withholding taxes in Europe. He is currently the Chair of the recently launched Investment Association Tax Aspects of Tokenisation working group.
Antonio Frade Correia
Senior Tax Advisor, EFAMA
António joined EFAMA in November 2018 and is responsible for coordinating the work of EFAMA’s Taxation and Accounting Standing Committee, as well as the three underlying Task Forces (Accounting TF, VAT TF, Blockchain for Taxes TF) where EFAMA members discuss tax related topics with relevance for the European asset management industry. António has comprehensive tax experience, serving multinational companies on issues regarding taxation rules applicable in investments in Portugal and in Portuguese-speaking countries. Before joining EFAMA, he worked as a member of the Business Tax Advisory (BTA) team of Ernst & Young Portugal. From 2004 to 2016 he worked as a qualified Lawyer, advising both individuals and companies (including public entities) in Tax and Customs Law, Public Law (Public Procurement) in Portugal and Portuguese-speaking countries.
Chris Gilbert
Former Global Custody Tax Manager and Industry Representative
Chris worked in Financial Services for 40 years, including 25+ years spent in global custody tax management positions at Chase Manhattan, Barclays and JP Morgan. During this time he served on various industry bodies such as those of the British Bankers’ Association (now UK Finance) and European Banking Federation covering a wide range of tax matters. The need to streamline and standardise tax relief arrangements for cross-border portfolio investors was a prime area of focus and Chris was also an active participant on both the OECD Treaty Relief and Compliance Enhancement (TRACE) and EU Commission Fiscal Compliance Experts’ Group (FISCO) initiatives.
Mariano Giralt
Global Head of Business Development and Strategy, RAQUEST
Mariano Giralt is the Global Head of Business Development and Strategy of RAQUEST. Mariano is a Financial Services and Digital leader in the field of tax, and also an International Tax Lawyer with strong focus on tax and regulatory solutions in Securities Services. With more than 25 years of experience, he worked at Bank of New York, JPMorgan and Cuatrecasas Law Firm where he covered various executive roles, including Global Head of Tax & Regulatory Services, Head of EMEA Digital, Regional Manager, and Tax Advisory. Mariano holds a Leadership Program at Cambridge University, a Masters in Finance from the London School of Economics; a Masters in Laws from Georgetown University, Washington DC; a Degree in Research in International Law from the University of Barcelona; a Degree in Tax Consultancy and Management from ESADE Law School Barcelona; and a Law Degree from the University of Zaragoza. Mariano is a frequent host, key note speaker, moderator and panelist at leading industry conferences and events and has compiled a number of thought leadership papers and publications.
Nicolas Godfrey
Global Head of Tax Product, Clearstream
Nicolas heads the Tax Product team at Clearstream. In his current role and through his previous experiences in tax advisory, Nicolas has developed extensive international tax expertise in the financial services industry. He has notably assisted funds, custodian banks, and private banking institutions with operational tax issues.
Peter Grant
Partner, KPMG LLP
Peter is a partner in the operational taxes team at KPMG and also UK head of banking tax. Peter works with financial services clients including banks, brokers, custodians, asset managers and institutional investors supporting them in areas such as withholding and transaction taxes as well as information reporting.
Amy Harkins
Head of Tax Sales Operations and Control, Broadridge Financial Services
Amy Harkins is Vice President, Head of Tax Sales Operations and Control at Broadridge. Previously, she held various senior roles at CIBC Mellon as the CFO, Head of Conversion and Head of Fund Account. Prior to this, at BNY Mellon, Amy ran global tax services from 2007 to 2018.
Zoe Hart
Head, Asset Management Tax, UBS Asset Management
Zoë Hart is Global Head of Tax for UBS Asset Management covering both the Traditional and Alternative asset management business. Zoë has over 20 years of experience working in Asset Management Tax, having previously worked at Deloitte and HM Treasury. Zoe is based in Zurich, Switzerland.
Roman von der Höh
Managing Director, RAQUEST Switzerland
Roman von der Höh is Managing Director of RAQUEST Switzerland, leading the Swiss branch of RAQUEST. With over 20 years of experience in banking and banking services, Roman held management positions in tax operations for many years, previously working at SIX and Avaloq. He is also an author of specialist articles, keynote speaker, and recognized expert in tax and regulation. As a speaker, he addresses developments in tax law and practice, particularly regarding withholding tax, regulatory requirements in the financial sector, and the digital transformation of tax processes within finance.
Mark Huyan
Global Head of Tax Product, Custody and Fund Services, State Street
Mark is responsible for tax product management, development and risk oversight across State Street’s custody, fund administration and other back office services. He is an active participant in industry advocacy and currently serves as chair of the AGC Tax Committee, Vice Chair of the EBF Tax Committee and as part of the senior leadership group at the AFME tax committee. Prior to State Street he was an Executive Director in the JP Morgan product tax advisory team and covered a range of businesses and global projects during his time there. A lawyer by training, he began his career as an advisor in the tax investigations and prosecutions function at the Australian Taxation Office in Sydney.
Yvonne Kunihira-Davidson
Managing Director, S&P Global
Yvonne Kunihira-Davidson is a Managing Director with S&P where she serves as the EMEA Tax Solutions Lead. Ms. Kunihira-Davidson has extensive experience advising global and regional financial institutions and multi-national corporations on how to manage and monitor their compliance obligations with the QI, FATCA, CRS and Digital Assets regimes. Currently, Ms. Kunihira-Davidson is a member of the OECD’s FATCA/CRS /CARF Business Advisory Group, HMRC’s CARF Working Group and the recently established Association of Qualified and Authorized Intermediaries and is a regular speaker at various industry events.
Alexander Lerch
Co-Founder and CEO, RAQUEST
Alexander Lerch is Co-Founder and CEO of the Fintech RAQUEST, which has developed the leading software for the digitalisation of withholding tax processes. The company’s customers include well-known financial institutions in Europe. RAQUEST is a subsidiary of the Halvotec Group, which Alexander Lerch also heads as Managing Director.
Austen Little
Product Development Manager, TaxTec Group
Austen Little has brought his nearly 25 years experience of tax operations and reclamation to TaxTec, gained from investment banks and wealth managers including BoA Merrill Lynch, Deutsche Bank and UBS. Dedicated to innovative product developments that improve the tax process lifecycle, Austen has implemented many changes reducing risk, enhancing quality and increasing automation for the benefit of clients.
Leila Majed
Head of Tax, Société Générale Securities Services
Layla Majed is head of tax of Société Générale Securities services department and the tax supervisor of SG Forge, the French subsidiary of Société Générale Group regulated as Digital Asset Service Provider under French Law. Layla primary areas of focus are operational taxes and implementation of tax transparency regulations (such as FATCA, CRS, MDR/DAC6, DAC8 and FASTER) for global foreign financial institutions. Layla is member of the Business Advisory Group (BAG) @OECD and took part in the submission of comments by Business at OECD on the late modification of the CRS and the new Crypto Asset Reporting Framework (CARF). She sits also in the tax committees of main French Professional Association and participates in lobbying action within the French Banking Federation and the European Banking Federation.
Ross McGill
Chairman of the Board & Managing Director TConsult
Ross is Founder and Chairman of the Board of TConsult. He has spent over 26 years working in the withholding tax landscape with companies developing tax reclaim software and operating outsource tax reclamation services and published several books. Ross is a member of several influential industry committees including ISO20022 Securities Evaluation Group (“SEG”) sub-committees on corporate actions, fund management and proxy voting. Ross was an expert witness to the European Commission FISCO group in 2009 and was a member of the European Commission’ Tax Barriers Business Advisory Group and edited its final report in 2013, Ross has also been called as an expert witness (for the plaintiff) in one of the recent high–profile tax abuse cases.
Daron Pearce
Co-Founder & Chairperson, TaxTec Group
Daron Pearce is an award-winning industry leader, experienced Chairperson and trusted senior adviser. Prior to founding the consultancy Daron Pearce Associates, Daron served as CEO of BNY Asset Servicing in EMEA, leading a $1.5bn turnover business with responsibility for their largest and most complex institutional investor relationships worldwide as Head of Global Financial Institutions. Daron graduated from the London Business School’s Senior Executive Programme in 2010 and is a member of The Chartered Institute of Securities and Investments.
Katja Pussila
Risk Manager, Finnish Tax Administration
Katja Pussila works as a Risk Manager at the Finnish Tax Administration and is responsible for the overall tax risk management of yield payments. She is an OECD TRACE Model expert with a broad background in cross-border withholding tax issues – all the way from withholding to the relief at source and refund claims. She advocates for digitalized WHT procedures and has a key role in the implementation of FASTER in Finland.
Robin Silverthorne
Head of Global Tax Services, SonataOne
With over 30 years of tax experience, including roles at NatWest, HSBC, PwC, and HMRC, Robin leads the Global Tax Services division of SonataOne (previously known as IDR). He develops investor and GP-friendly tax services utilising the SonataOne due diligence platform. Sonata One’s Private Markets solution integrates Tax, KYC, and Subscription services, speeding up investor onboarding and providing compliance insights for GPs. Robin joined the group in September 2023 from Natwest Group where he was Head of Operational Taxes. He is also chairman of a cricket club more than 250 years old!
Liam Stanbridge
Global Head of Tax Product, BNY
Liam Stanbridge, Managing Director, is Global Head of Tax Product at BNY. Liam is responsible for client servicing tax solutions for institutional clients, focusing on the transformation and digitization of tax services. Prior to joining BNY, Liam was Head of EMEA Tax Services at State Street and a Tax Advisor in EY’s financial services practice. Liam has over 25 years’ experience in International Tax and participates in a number of industry associations focusing on domestic, regional and global tax issues impacting institutional investors. Liam is also a frequent speaker at leading industry conferences and events and has compiled a number of thought leadership papers and publications.
Danny Talwar
Associate Director, Digital Assets SME,
S&P Global
Danny has an extensive background in international tax consulting and more recently has focused on software products to tackle the ongoing challenge with taxation of digital assets. Danny is currently responsible for strategy relating to digital assets within S&P’s Tax Solutions team globally and supporting global financial institutions to solve their compliance obligations related to the OECD’s Crypto Asset Reporting Framework (CARF), IRS Form 1099-DA and CRS 2.0.
Lorraine White
Former Global Custody Tax Manager and Industry Representative
Lorraine spent over 35 years working in financial services, the majority of her career focussed on global withholding tax, holding senior leadership roles within global custody banks. Specialising in Tax technical research, risk and compliance, policy setting, product development technology and process implementation. She successfully built and managed global teams responsible for the analysis, implementation development and delivery of global custody tax services to both the custodian’s clients and its various lines of business. Throughout her career she was an active participant in several influential industry associations driving industry best practice and advocating for withholding tax process simplification. Working with the OECD, EU commission and governments, globally, to develop new frameworks for withholding tax relief systems and on initiatives including FATCA (Foreign Account Tax Compliance Act) IGA, Crown Dependency & Overseas Territory Reporting and OECD Common Reporting Standards. Lorraine continues to follow tax developments, she has a strong interest in FASTER, and evolutionary trends on the use of technology to promote process simplification.
David Wren
Partner, KPMG LLP
David is a partner at KPMG, supporting clients to implement technology across their operational tax requirements. His work includes data-led transformation and remediation, development of end-to-end compliance systems, and increasingly the application of AI to improve operational tax processes. David is KPMG’s global lead for FASTER and CARF.
Jason Yule
Global VP of Client Success, WTax
Jason is the Global VP of Client Success at WTax, where he is responsible for client retention, growth and engagement across WTax’s global customer base. Under this role, Jason works cross-regionally with clients and teams from North America, EU and APAC to support WTax’s growth strategy. Since joining WTax in 2019, Jason has held a variety of commercial roles, most recently serving as the VP of Sales, where his primary focus was expanding WTax’s client base in North America and establishing the firm as the market leader in the region. Jason currently holds an MBA from the University of Cambridge and is a qualified Chartered Accountant. Before joining WTax, he was a management consultant at EY, where he provided transaction accounting and financial advisory services to top-tier FTSE 100 and Fortune 500 companies. As a recognized thought leader in the industry, Jason frequently speaks at conferences on topics such as withholding tax recovery, tax optimization, and process improvement.
Robert Aumeier
Product Manager, RAQUEST
Robert is Product Manager at the Fintech RAQUEST, where he leads product development and innovation initiatives, including the forward-looking FASTER directive. He brings five years of experience from MEAG, the asset management arm of Munich Re, where he specialized in withholding tax processes for investment funds.
Meet our Sponsors
Contact us
FAQ
Click on “Register” in the menu or the “Register now” button to go to the registration page. As soon as your registration has been successful, you will receive a confirmation email.
Yes, participants will be regularly informed of the programme schedule and any changes to the agenda prior to the event.
No. The Global Withholding Tax Summit is organised exclusively as a face-to-face event without digital transmission.
There are a few hotels next to the venue. We recommend the Motel One London Tower Hill, Leonardo Royal Tower Bridge or Premier Inn London City.