Mark Stapleton

Background

About Mark Stapleton

Happy to perform a free non obligatory analysis of your portfolio under NDA to determine any WHT entitlements you might be owed. Please contact me here or on my corporate email. Thanks I’m a markets veteran with over 25 years of experience of both the buy and sell side. I’ve deep experience of a variety of markets including foreign exchange, ECP on a multi-currency basis, USCP, Interest rate swaps, options and MM. I have experience of working within both the corporate and investor FX desks in Citi. I’ve established relationships with many of the top tier asset management houses and corporates across Europe. Recently departed Citi after 21 great years I’ve joined GlobeTax as Head of European Sales where I’ll be charged with expanding their offering and client base. GlobeTax was founded in 1992 to master the complex and ever-changing landscape of double taxation treaties and help all investors maximize investment returns. Over the past three decades, the firm has become the world’s leading provider of withholding tax recovery solutions to meet the needs of every participant in the global custody chain. For investors seeking to recover taxes through relief at source, quick refund, and post-payable reclaim processes, GlobeTax provides a comprehensive outsourced recovery solution. In this capacity, we procure all documentation, monitor cross-border income, manage elections, file reclaim applications, and perform follow up, ensuring that all entitlements are returned to client accounts. GlobeTax services financial institutions such as banks and brokers, as well as investors such as hedge funds, asset managers, pensions, endowments, family offices, and high net worth individuals, among others. In addition to recovering taxes on behalf of financial institutions and their investor clients, GlobeTax serves as the primary tax processing agent for all four ADR-issuing depositary banks in the United States, and helps global market infrastructure providers such as CSDs, custodians, and local agents similarly manage inbound claims. In these combined capacities, we process more than 7 million reclaims a year for clients in more than 40 countries. For enquiries or for a free analysis under NDA you can contact me on LinkedIn or at mark_stapleton@globetax.com