Swiss and European Fund Investor Taxation Event on the 15th of November 2023 - Banking blog

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We would like to invite you to our upcoming in-person tax event taking place on Wednesday, 15th of November 2023 at 4.30 pm CET at our office in Zurich.

The evening will be kicked off with a keynote speech by Adrian Schatzmann, CEO, Swiss Asset Management Association, who will talk about the Future of Asset Management.

Assessing the topic from diverse angles, our Deloitte experts from five jurisdictions will discuss market observations and tax governance developments in Switzerland, Luxembourg, the UK, Germany and Austria in an interactive panel discussion.

The participants are welcome to take an active part in this session which will be followed by a networking apero.

The positive and productive environment will enable you to stay up-to-date and prepare you to face future tax landscape challenges.

Register for the event

We look forward to welcoming you and your colleagues to the event. Please feel free to contact us if you have any questions.

Key contact

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Ilan Rom - Partner, Financial Service Tax & Legal

Ilan Rom is the head of Deloitte’s Financial Services Insurance Tax practice in Switzerland, he is also leading the sustainability client offering for T&L, FSI and is a Tax Partner with 20 years of experience as a corporate tax specialist. Prior to joining Deloitte, Ilan served as tax director of one of Switzerland largest companies in this sector. Ilan has a wealth of experience in the insurance and re-insurance industries and is a tax expert with deep knowledge in the area of Insurance/ Reinsurance, Treasury, Asset Management, Corporate Restructuring, M&A, VAT, Transfer Pricing and Tax Reporting.

Email | LinkedIn 

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Petrit Ismajli - Partner, Financial Service Tax & Legal

Petrit is a Partner and co-leads the Financial Services Tax practice in Switzerland. He has more than 15 years of experience in FSI Tax and international corporate tax matters. Petrit joined Deloitte from another Big4 where he was FS Tax Partner in charge of corporate tax, customer tax, operational tax and VAT. Previously, he worked for numerous years as the Head of Tax of the Swiss Bankers Association where he gained profound and broad banking industry and tax knowledge thanks to extensive work in various steering committees (private banking, asset management, retail banking).

Email | LinkedIn

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Anita Preuss - Director, Financial Service Tax 

Anita Preuss is heading up Deloitte’s Financial Services Investment Management Tax practice in Switzerland. She has 20 years of corporate tax experience whereof nearly 15 years of providing market leading fund tax reporting services within both the regulated and alternative fund industry. Anita has extensive experience in standardization and automation which enables her to ensure constantly improving client service. She joined Deloitte from another big4 firm.

Email | LinkedIn

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