Ali Kazimi Email & Phone Number

I work with some of the Most Remarkable Professionals and Successful Organisations in the Global Financial Services Industry. Drawing on my experience in the financial services industry spanning over twenty five years including Head of Tax at BlackRock, I have a deep appreciation for what discerning clients are looking for in an advisor. I bring my cumulative knowledge and experience to bear upon my advisory engagements which cover following Client Work/Type: Board Governance and Taxes, Multi-Manager Investing, Fiduciary Management, Private Equity, Hedge Funds, Sovereign Wealth/Pension Funds, Pensions and Retirement Plans, Private Banking and Wealth Management, Investment Management, Asset Management, Investment Services, Fund Accounting and Investment Administration, Transfer Agency.Regular conference speaker covering Tax Integrity and Transparency, Prevention of Tax Evasion, DAC6, FATCA/CRS, European FTT, Pension & Asset Pooling, Securities Lending, Custody Tax, Transfer Taxes on Equities, EU Savings Directive, US Qualified Intermediary.Specialties: Securities Lending, Pension & Asset Pooling, Entity Classification, Beneficial Ownership, CFDs, Equity Swaps, Withholding Taxes, SDRT and International Transfer Taxes, Provider Management Systems, Tax aspects of Service Level Agreements, Custody Agreements, Securities Lending Agency Agreements and streetside agremeents (GMSLA,OSLA, GESLA). Technical negotiation with Taxation Authorities and Custodians. Design and implementation of WHT reclaim programmes for institutional investors.“The conventional definition of management is getting work done through people, but real management is developing people through work.” – Agha Hasan Abedi

Listed skills include Financial Services, Hedge Funds, Asset Management, Equities, and 24 others.