Banking, Insurance & Financing
Bär & Karrer has an established practice advising banks, securities dealers, insurance and reinsurance companies, and other financial institutions in Switzerland and around the world. Our clients trust us to assist them with both regulatory and commercial issues.
Members of our group also regularly act for lenders and borrowers on debt financings, including complex debt structuring and restructuring transactions. Our extensive work and cooperation with numerous financial institutions ensure that we are at the forefront of the latest developments in the industry.
We have built a highly regarded practice in regulatory matters. Our extensive experience ranges from setting up banks to establishing branches and representative offices of foreign financial institutions. We also provide ongoing support in regulatory and compliance matters, such as outsourcing and anti-money laundering. We draw on our expertise for transactions, and in this area we advise our clients on mergers and acquisitions from share deals to acquisitions of divisions and client portfolios.
We represent financial institutions, issuers, investors, and other market participants in enforcement proceedings of the Swiss Financial Market Supervisory Authority FINMA.
The scope of our work includes:
- Advice in regulatory matters
- Licensing of banks, securities dealers, insurance companies and other financial institutions
- Establishing branches and representative offices
- Drafting banking agreements and documentation
- Legal & compliance issues
- Cross-border business
- Enforcement proceedings before regulatory authorities (FINMA, SIX Swiss Exchange, etc.)
- Representation of clients in civil and criminal procedures
- Structuring and drafting credit facilities and security packages
- Corporate transactions in the financial industry












































