Putting expertise into practice

Our aim is to enable financial institutions to communicate effectively with their customers.

This involves 3 key principles: financial expertise, competence in research and elegant writing based on a rigorous quality control process. Our financial expertise is constantly maintained and updated through regular reading of financial publications such as The Economist and Financial Times. In the case of translations from German, this is backed up by intercultural competence (i.e. many years of experience of institutional, legal and other structures in Germany and Switzerland). For our quality control process, see the “Quality Assurance” section.

CLIENT LIST

Bill has translated for a wide range of leading financial institutions in Germany, Switzerland and Luxembourg, either directly or through agencies such as Lionbridge, Apostroph and Talkfinance, including DZ Bank AG, ZKB, Commerzbank, Credit Suisse, Valiant, Finma, Bafin, European Banking Authority, Sarasin, PWC Switzerland, Züblin Immobilien and others.

As an investment writer he works with the financial copywriting agency Copylab.

A selection of the translation services Bill offers are set out below.

Confidentiality

Confidentiality is critical in any business transaction and at Bill Smyth & Associates we are set up to protect our clients’ confidentiality at all times. We have experience of dealing with market-sensitive information and ensuring that the highest standards of confidentiality are maintained.

Bond and economic research

Bond/equity strategy
Asset allocation
Derivatives
Economics

Sample project: Translating monthly fixed income research for DZ Bank, Frankfurt and Swiss equity research for ZKB, Zurich.

Asset management

Fund reports, commentaries and factsheets
Prospectuses including amendments
Brochures

Sample project: Writing regular fund and market reports for the copywriting agency Copylab. Also translate asset management material from German.

Real estate

Annual reports
Websites
Marketing materials

Sample project: Translating the annual and interim reports and marketing literature for leading Swiss real estate company Züblin Immobilien.

Financial reporting

Annual and interim reports
IFRS
German GAAP

Experience: Translating parts of the annual and interim reports – both under IFRS and German GAAP – of one of Germany’s leading banks.

Law and regulation

Financial regulation
Contracts
Impact of legislation on the financial sector

Sample projects: Translating a variety of documents for the Swiss financial regulator, including parts of the annual report, speeches by board members and the recovery and resolution report. I have also translated some material for Bafin, including correspondence between Bafin and member firms on regulatory matters.

Tax

OECD’s BEPS project
VAT
Swiss/US tax arrangements

Sample project: Translation of a report on the impact of BEPS 2.0 and the global minimum tax rate on Swiss corporates for one of the “Big 4” accountancy firms.

Insurance

Insurance legislation at EU and national level
Solvency II
Internal capital models

Sample project: Translations of amendments to the German insurance legislation incorporating the Solvency II Directive for Bafin

In-house projects

Upon request, I can also work on-site on your financial translation project. I regularly worked in-house at a major Swiss bank in Zurich between 2012 and 2014 on a project to translate documents relating to a US tax investigation.

Note: the Terms of Business of the Chartered Institute of Linguists apply to the commissioning of translation and editing work.