18 April 2018 I Deals and Cases

Bär & Karrer Advised Copernicus Holding on the Establishment of its Structure and Obtaining a FINMA License

Copernicus Group is a financial service provider in the canton Ticino for institutional and private UHNWI clients, offering also family office and wealth planning services. The group consists of Copernicus Asset Management SA and Copernicus Wealth Management and Services SA. On 20 March 2018, Copernicus Asset Management started operating as a fully licensed Swiss asset manager of collective investment schemes.

Bär & Karrer acted as legal advisor in connection with the corporate, regulatory and tax framework applicable to the establishment of the Swiss holding company and its underlying companies. In this context, Bär & Karrer assisted and represented Copernicus Asset Management during the licensing process with FINMA. The team included Eric Stupp, Joel Fischer and Stephanie Walter (all Regulatory and Fund-related Aspects), Daniel Bader and Susanne Schreiber (both Tax) as well as Thomas Rohde (Corporate).