Simon S. Email & Phone Number

Baar, ZG, CH

Switzerland

I oversee and coordinate the delivery of Depositary Bank / Custodian services provided to investment funds by defining, negotiating and monitoring KPIs and service metrics in relation to the services I am in charge of. My role involves working closely with legal counsel, treasury, fund administration, product management and other areas of the business in.

Zug, Switzerland

As Global Head Service Provider Management, I ensure that Partners Group’s Service Provider Management Framework is in line with the company’s Enterprise Risk Management and other applicable requirements. Together with my team members, I maintain the Service Provider Management Process and Group Procedures which clearly define controls and responsibilities.

Zug, Switzerland

I manage a sub-team of 6 full time professionals as well as several temporary personnel in Asia and Europe within the Investment Operations Business unit. We are in charge of overseeing the correct and complete filing of investment documentation in line with Depositary, Custody and audit requirements. In order to do so, we work with law firms, auditors.

Zug, Switzerland

I manage a sub-team of 6 full time professionals as well as several temporary personnel in Asia and Europe within the Investment Operations Business unit. We are in charge of overseeing the correct and complete filing of investment documentation in line with Depositary, Custody and audit requirements. In order to do so, we work with law firms, auditors.

Philippines

I have been assigned to our Manila office in this role to set up and manage a sub-team of 3 within the Transaction Data Management area in the Investment Operations Business unit, in charge of setting up and maintaining transaction structure charts and related data.

Switzerland

Setting up and leading a team of four, responsible for all topics around FATCA and CRS for investment and group vehicles across multiple jurisdictions. Also dealing with U.S. withholding tax and other operational tax aspects.In the context of FATCA and CRS, I am in charge of entity classifications, FATCA / CRS investor CDD, coordination of relevant.

Luxembourg

In my capacity as Tax & Compliance Specialist, I was dealing with different topics that could impact a (Luxembourg) AIFM and UCITS management company and the funds managed by it. My focus was on (operational) tax related aspects, such as FATCA and CRS, as well as Double Tax Treaty Access for Luxembourg investment funds, withholding tax optimizations /.

Luxembourg

In my capacity of Senior Tax Advisor in the Asset & Wealth Management sector, I have been assissting numerous multinational clients with different kinds of projects.I also managed more junior colleagues who were part of my team and coordinated with multiple different teams within PwC globally.Specific topics I worked on covered:- Withholding tax reclaims.

Luxembourg

International TaxationTax lawFATCAInvestor and investment taxationExchange of InformationCorporate Taxation

Frankfurt Am Main Und Umgebung, Deutschland

Aachen (Germany)

Aachen (Germany)

Assisting German lawyers regarding cross-border issues and issues connected to European Law, especially Council Directive 91/493/EEC on driving licenses.

Master Of Laws (Llm), International And European Tax Law

Activities and Societies: ELSAThe LLM program of "International and European Tax Law" teaches the students regarding all different types.

Bachelor Of Laws (Ll.B.), European Law

Activities and Societies: Participation in the research program "Marble for excellence"; ELSA