22 December 2023 I Deals and Cases

Bär & Karrer Advises AXA on the Strategic Merger of three Real Estate Funds

AXA Investment Managers Schweiz AG is planning to merge three real estate funds. The new "AXA Real Estate Fund Switzerland" is set to become the largest real estate fund – based on NAV – for pension fund investors in Switzerland with over 180 residential and commercial properties as well as development projects. The completion of the merger is scheduled for the end of March 2024, and is subject to FINMA's approval.

Bär & Karrer advises AXA on tax and real estate law. The team is led by Christoph Suter and includes Matthias Bizzarro, Aron Liechti, Kerim Tbaishat, Alice Johnson, Michael Morelato, Ollin Söllner, Bruno Perriard, Leotrim Berisha and Marko Calusic (all Tax) as well as Corrado Rampini and Jessica Messerli (both Real Estate).