• "notable expertise in advising on listed investment products"

     

    Chambers Europe 2015

  • "when we ask for something, the lawyers provide the advice quickly and clearly"

     

    Client in Chambers Europe 2015

  • "The team is able to provide both a legal assessment of the issues and a more general political, economic, holistic view."

     

    Client in Chambers Europe 2016

  • "regularly advises on the establishment of a range of investment funds"

     

    Chambers Europe 2015

  • "Bär & Karrer's collective investment schemes and structured products team has developed a strong market position for itself"

     

    Chambers Europe 2013

  • "Dedicated investment funds group with a strong presence in Zürich, Zug, Geneva and Lugano."

     

    Chambers Europe 2016

  • "the team has a very pragmatic and open-minded approach to doing business"

     

    Client in Chambers Europe 2015

  • "excellent practice particularly skilled at managing cross-border mandates"

     

    Chambers Europe 2015

  • "this collective investments and structured products team frequently acts for big-name clients"

     

    Chambers Europe 2012

 

 

 

Funds, Financial Products & Asset Management

 

We advise our clients on all matters related to investment products, working closely with Swiss representatives of foreign collective investment schemes and with our extensive international network of law firms.

 

We represent clients in licensing and registration procedures before the Swiss Financial Market Supervisory Authority FINMA.

 

Furthermore, we assist our clients with all aspects of the issuance and listing of structured products in Switzerland. Some of our team members are recognized representatives for the listing of securities on the SIX Swiss Exchange.

 

  • Fund structuring
  • Issuance documentation for investment schemes and products
  • Registration of domestic and foreign investment schemes
  • Licensing of fund management companies, asset managers, representatives, distributors, etc.
  • Tax advice
  • Compliance
  • Distribution
  • Listing of ETFs and structured products
  • Daily business

 

 

 

Key Contact


 

Team Leaders


 

Team Members

Lawyers Search





A B C D E F G H J K L M N O P Q R S T V W Z

Deals & Cases

17.02.2011
Swiss Re Announces Creation of New Corporate Holding Structure more »
more deals & cases

Publications

Kommentierung Art. 119-122 KAG
Comtesse Stephanie / Fischer Joel,

Bösch / Rayroux / Winzeler / Stupp (eds.), Basler Kommentar zum Kollektivanlagengesetz, 2. Auflage, Basel 2015.

Kommentierung der Bestimmungen betreffend ausländische kollektive Kapitalanlagen-Art.119-125 KAG
Comtesse Stephanie / Fischer Joel / Stupp Eric,

Watter / Vogt / Bösch / Rayroux / Winzeler (eds.), Basler Kommentar zum Kollektivanlagengesetz, Basel 2009.

What U.S. and Other Non-Swiss Portfolio Managers Need to Know About Managing Assets of Swiss Occupational Benefit Plans
Comtesse Stephanie, The Hedge Fund Law Report, www.hflawreport.com, September 2016 Download »
more publications

Speaking Engagements

European and Swiss Developments regarding Funds and Asset Management
Comtesse Stephanie,

 Skadden, Arps, Slate, Meagher & Florm, Investment Funds and Asset Management Practice

Marketing and Managing Funds in Europe - outside the EU
Comtesse Stephanie,

Fund Forum USA, Boston (MA)

Swiss Financial Services Act and the draft Swiss Financial Institution Act
Comtesse Stephanie,

Alternative Investment Management Association (AIMA) with UBS Switzerland

more speaking engagements