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Home Services Financial Services

Financial Services

Your aspiration is our motivation.

“…The Financial Services sector plays a critical role in any modern economy. The bundle of institutions that make up an economy’s financial system can be seen as ‘the brain of the economy’, providing the bulk of the economy’s need for many functions…” (WTO, 2021)

The importance of the Financial Services sector, its value creation and value exchange stirs the interest of tax authorities on a worldwide basis. Thereof, the global macro tax environment is fraught with a plethora of tax rules. The multi-faceted landscape of the (regulated) Financial Services industry is marked by the requirement for efficiency and effectiveness of tax functions, which receive increasing attention, especially in case of significant cross-border activity. Market participants have to be able to interrogate, consolidate and transmit huge amounts of sensitive data quickly, easily and in a secure and auditable form, to tax authorities and customers.

Governments are pushing Financial Services organizations to take a central role in policing their clients' tax compliance and transparency, often jurisdiction specific. The suitability of current structures, products and services has to be examined in the new light of the constantly evolving international tax landscape.

Last but not least, tax constitutes an integral value component of environmental, social and corporate governance (ESG) considerations in financial markets, which gain increasing attention of investors as well as in the political and media spotlight.

WTS Global is assisting the international Financial Services industry to optimize its “Time to Value” proposition, offering the full range of national and cross-border tax law services, leveraging the expertise of tax specialists from more than 100 countries, covering:

  • Income tax, corporate tax, value added tax or withholding tax in a national or international context
  • Credit institution or insurance company, capital management company for securities or real estate, private equity or hedge fund or infrastructure fund, custodian bank or fund administrator
  • Private or institutional investor or family office
  • Ongoing compliance and business partnering as part of a long-term mandate or short-term project consulting in individual cases
  • Tax structuring or tax compliance on the asset (input) side of a collective investment scheme or on the investor (output) side of such a fund vehicle
  • Digitalization of operational tasks in tax or the actual filing of tax returns

Our Financial Services clients are active globally and in all segments of the industry.

As specialized and long-standing advisors to the Financial Services industry, the teams of WTS Global with a career background from consulting firms, in-house tax departments and as former tax administration officials have extensive knowledge of this particular sector. Our service portfolio is characterized by professional competence, personal experience and integrity, as well as the design and implementation of digital solutions.

WTS Global deliberately refrains from conducting annual audit services in order to avoid any conflict of interest and to be the long-term trusted advisor for its international clients.

For our clients, we anticipate changes, identify both innovation and risk, develop options for action together with you and will implement their realization in practice.

Please ask for our track record.

The teams of WTS Global cover all Financial Services sub-industries:

  • Asset Management
  • Banking
  • Insurance
  • Real Estate

Our expertise covers all asset classes, to name just a few:

  • Securities
  • Real Estate
  • Private Equity
  • Private Debt
  • Hedge Funds
  • Infrastructure
  • Trade Financing
  • Digital Assets
  • SPACs

We love to be challenged.

Please contact the Financial Services specialists of WTS Global.


Main Contact
Robert Welzel
Partner WTS Germany
Germany
+49 69 1338456 80
View Profile
Main Contact
Steffen Gnutzmann
Partner WTS Germany
Lawyer
Germany
+49 40 3208666-13
View Profile
WTS Global Financial Services Newsletter #27/2022
News from nine European countries with a focus on the international Financial Services industry
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Newsletter Global Financial Services
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Newsletter Global Financial Services
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News on tax developments affecting the international Financial Services industry.

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Draft bill to improve attractiveness of Germany as a Financial Services location
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In March 2022, the central government urged for intensified measures on tax administration on HNWIs, echoed by local tax authorities launching plans to reignite HNWIs-focused tax inspections, leading to a surge in tax audit cases on HNWIs.

China: Tax audits on private wealth
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We will respond to you as soon as possible.

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