Institutional Wealth Operations

📑 1. Cross-Border Tax Reclamation

Foreign withholding taxes drain 30-35% of yields. We recover cash from tax authorities.

🏦 2. Lombard Loan Arbitrage

Securities-based lending optimization.

• Force down interest rates through renegotiation
• Compare Lombard rates across 40+ private banks to find a better deal

📈 3. Discretionary Portfolio

Asset segregation + active rebalancing based on your target parameters.

⚖️ 4. Class Action Recovery for Shareholders

Over 50% of settlement claims go unclaimed. We file & recover automatically.

🗳️ 5. Proxy Voting Automation

Manage shareholder voting across AGMs & corporate actions via custodian network. Never miss a critical vote.

📊 6. Fund Compare & Analytics

Compare 1000+ funds and ETFs. Data-driven selection for optimal portfolio allocation.

🔗 7. Crypto Compliance Bridge

Blockchain forensics + source-of-wealth reports for instant fiat transfers.