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 relation to investment related cashflows and legal documentation. Moreover, I ensure that processes are efficient and in line with all regulatory developments and requirements.

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 in the Service Provider Lifecycle. We provide guidance to colleagues in relation to their interactions with Service Providers and ensure correct onboarding, compliance with third party risk management as well as regulatory requirements and monitoring of Service Providers. We also report on the outcome of our activities to Senior Management and other internal and external stakeholders.

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, Depositaries, Custodians, investment teams and multiple other internal teams.As part of the aforementioned tasks, I am the Service Provider Account Manager for multiple Service Providers across different jurisdictions. Within our organization, I am involved in (strategic) cross-department initiatives in order to improve operations and processes in the Services area

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, Depositaries, Custodians, investment teams and multiple other internal teams.As part of the aforementioned tasks, I am the Service Provider Account Manager for multiple Service Providers across different jurisdictions. Within our organization, I am involved in (strategic) cross-department initiatives in order to improve operations and processes in the Services area.

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.

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 reporting in different jurisdictions, tax documentation, oversight of service providers. I am managing an international team to assist me with these tasks.Moreover, I assist colleagues, clients and other counterparties with FATCA, CRS and withholding tax related queries.

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 / exemptions in investment countries and several other tax related topics.Moreover, I was dealing with different legal / regulatory compliance aspects, in particular GDPR.

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 (Fokus, Aberdeen & Santander)- Withholding tax questions- Investor taxation- Taxation of underlying investments - Double Tax Treaty Questions- Day-to-day management of different files, etc.- Coordination between different offices, stakeholders and third parties- Production of tax news (accustomed to the needs of particular clients)

International TaxationTax lawFATCAInvestor and investment taxationExchange of InformationCorporate Taxation

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