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Investor Services

Global Tax

Wingate Global Tax Services provides expertise and strategic solutions in the areas of tax research, tax operations, fund administration tax, and European tax reporting for global asset gatherers and financial intermediaries. Our team of dedicated tax professionals located in Boston, Denver, London, Tokyo, Hong Kong, and Krakow works with our clients to structure effective tax treatments across a wide range of investment vehicles in 95+ markets.

Purposeful Tax Technology

WAML Global Tax Services delivers effective solutions to manage the complexity of U.S. and global investment, such as our E-W8™ U.S. tax compliance solution. A risk mitigating, cost effective, scalable and light solution, E-W8 addresses NRA and FATCA compliance obligations with respect to account opening, remediation and tracking change of circumstances.

Skilled and Experienced Tax Professionals

Our skilled and experienced tax professionals actively monitor and track tax developments in 95+ markets. We deliver regular updates and insights to clients via daily Global Update bulletins. Our team collects and files documentation necessary for treaty relief or reclaims, and provides compliance and tax services for mutual funds, partnerships, hedge funds, and many other investment types.