Banking, Insurance & Finance

The fast-changing regulation of
financial markets requires expert
know-how. Successful financing solutions
demand sound market expertise. We
provide you with both.

Banking, Insurance & Finance
The fast-changing regulation of
financial markets requires expert
know-how. Successful financing solutions
demand sound market expertise. We
provide you with both.

Over the last decade, the regulatory framework for financial services and the players involved in the field have kept evolving. The same is true for financial and capital markets. We have the in-depth understanding of the legal landscape governing the financial industry to advise our clients on the whole range of regulatory and transactional matters.

Our team of experts supports our clients as they navigate the increasing complexity of the legal framework they operate in – from local players to multinational financial institutions, from start-up businesses to long-established companies.

A 360° view of the regulatory playing field

We advise our clients on all regulatory aspects of their business. Our expertise covers all financial institutions including banks, securities dealers, asset managers, investment funds, insurance companies and businesses active in the fintech sector. Our Banking & Finance team collaborates closely with experts from other teams such as M&A, Tax, Employment to provide our clients with comprehensive solutions.

Our areas of expertise include:

  • Advice in regulatory, commercial and transactional matters
  • Licensing of banks, securities dealers, insurance companies and other financial institutions
  • Setting up branches and representative offices
  • Fund structuring, issuance of documentation for investment schemes and products, registration of domestic and foreign investment schemes
  • Representation in enforcement proceedings by regulatory authorities (e.g. FINMA or SIX Exchange Regulation)
  • Acquisitions and disposals of divisions and client portfolios

Our team of Banking & Finance lawyers offers broad industry experience and a proven track record in assisting our clients in optimising their financing structures. We can individually tailor our clients’ financing transactions and negotiate and execute appropriate contracts in relation to the full spectrum of financial products.

Sound and efficient financing advice

Our Banking & Finance team works closely with our own regulatory, litigation, restructuring and other specialists, and also with finance experts in other jurisdictions and representatives of financial institutions in Switzerland and abroad. Our deep product expertise enables us to provide sound and innovative advice on complex issues in relation to the most challenging financing and restructuring transactions.

Our areas of expertise include:

  • Corporate and investment grade lending
  • Leveraged and acquisition finance
  • Syndications
  • Real estate and asset finance
  • Project and infrastructure finance
  • Trade, commodities and export finance
  • Convertible and high-yield bonds
  • Margin loans
  • Securitisation and risk transfers
  • Insolvency and restructuring
Offers broad and up-to-date knowledge, with straightforward, pragmatic and to-the-point advice.
Chambers Global 2025
A deep understanding of and expertise in current and upcoming regulations impacting the banking industry and unparalleled insight into industry best practices and trends.
Chambers Global 2025
Bär & Karrer is able to deliver on time and communicates throughout the process.
Chambers Global 2025
Bär & Karrer brings the right mix of lawyers to deal with complex matters.
Chambers Global 2025
Bär & Karrer is our go-to Swiss law firm for almost anything Swiss law-related.
Chambers Global 2025
Responsive and collaborative and suggests pragmatic solutions to complex problems.
Legal 500 2025
Quickly able to understand and apply complex financial regulations to our complex product offering, both from an onshore and cross-border perspective.
Legal 500 2025
Easy to approach.
Legal 500 2025
Very knowledgeable.
Legal 500 2025
Respectful and highly professional collaboration.
Legal 500 2025
In-depth knowledge of the sector, with precise, value-added advice.
Legal 500 2025
First class professional standard.
Legal 500 2025
Excellent understanding of customers' needs and tailor-made solutions accordingly.
Legal 500 2025
Highly personalized service.
Legal 500 2025
One-stop shop at its best and on the highest quality for any topic.
Legal 500 2025
They deliver what they promise and on time.
Legal 500 2025
Bär & Karrer's fintech practice is a leader in Switzerland.
Legal 500 2025
The team handles a lot of innovative cases.
Legal 500 2025
The team is quickly able to understand and apply complex financial regulations to our complex product offering, both from an onshore and cross-border perspective.
The Legal 500 2025
The team is responsive and collaborative and suggests pragmatic solutions to complex problems.
The Legal 500 2025
The Bär & Karrer team are very diligent, responsive and smart.
Chambers Global 2026
Bär & Karrer has leading-edge advisers with deep technical knowledge and the pragmatism needed to close a deal.
Chambers Global 2026
Bär & Karrer has handled a very complex and sophisticated matter for our company with good and professional support.
Chambers Global 2026
Bär & Karrer has a good mix of young and bright talent and experienced seniors with excellent networks.
Chambers Global 2026
The Bär & Karrer team are very responsive and provide well-considered and commercially practical advice.
Chambers Global 2026
We consider Bär & Karrer a trusted, long-term partner and greatly appreciate the depth and quality of its service.
Chambers Global 2026
The department stands out for its speed, agility and pragmatic approach.
Chambers Global 2026
Bär & Karrer offers practical guidance in an efficient and personable manner. The team is well positioned in the Swiss financial community and knows all of the players.
Chambers Global 2026
The lawyers deliver high-quality legal advice efficiently, focus on practical solutions and are highly responsive to evolving client needs and regulatory developments.
Chambers Global 2026
The team is highly responsive, business-oriented and proactive in identifying legal trends and implications that matter to us.
Chambers Global 2026
The availability, responsiveness and quality of service is unmatched.
Legal 500 2026
Bär & Karrer’s fintech practice stands out for its deep understanding of both the regulatory landscape and the commercial realities of Switzerland’s dynamic fintech sector.
Legal 500 2026
The team combines top-tier legal expertise with practical, solution-oriented advice, guiding clients through complex licensing, regulatory compliance and innovative financial technology projects.
Legal 500 2026
I value the firm’s integrated, partner-led approach, which ensures strategic oversight, swift responsiveness and tailored guidance that distinguishes it from larger, less-specialised firms.
Legal 500 2026
B&K's fintech team is, in my opinion, market leading.
Legal 500 2026
This practice stands out thanks to its extensive experience and exceptional expertise. The team’s key strengths include its ability to tackle intricate legal issues and its focus on delivering top-quality outcomes.
Legal 500 2026
The insurance team has solid knowledge and a strong network, not only in the Swiss insurance industry, but also internationally, particularly in the US, and is also well established in the banking world. This enables them to connect the dots from a higher, holistic perspective, which is both helpful and rather unusual.
Legal 500 2026
An outstanding insurance team with the ability to design and effectively execute innovative transactions, including reinsurance transactions. Excellent quality of the legal work.
Legal 500 2026
An outstanding insurance team with the ability to design and effectively execute innovative transactions, including reinsurance transactions. Excellent quality of the legal work.
Legal 500 2026
This practice stands out thanks to its extensive experience and exceptional expertise. The team’s key strengths include its ability to tackle intricate legal issues and its focus on delivering top-quality outcomes. Special mention may be made of the proven track record of the practice, its ability to handle both local and international matters, and its reputation for being a trusted, reliable partner.
Legal 500 2026
Very strong expertise in banking and regulatory matters. Prompt to answer requests. Result-oriented.
Legal 500 2026
Excellent knowledge and experience in specific areas.
Legal 500 2026
Capacity to answer any questions or to explain topics clearly in a very short time.
Legal 500 2026

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Ranked in Tier 1
by Chambers Europe, Chambers Global, IFLR 1000 and Legal 500 2025

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