• "Very good lawyers who are very skilled in the field."

     

    Client in Chambers Europe 2017

  • "A very qualified team that is very responsive and not difficult to reach whenever you want."

     

    Chambers Europe 2018

  • "Regularly advises on the establishment of a range of investment funds."

     

    Chambers Europe 2015

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

     

    Chambers Europe 2012

  • "Excellent practice particularly skilled at managing cross-border mandates."

     

    Chambers Europe 2015

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

     

    Chambers Europe 2013

  • "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

  • "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

  • "Notable expertise in advising on listed investment product."

     

    Chambers Europe 2015

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

     

    Client in Chambers Europe 2015

 

 

 

Funds, Financial Products & Asset Management

 

We advise our clients on all facets of the industry. We advise our clients in structuring, setting up and distributing for Swiss and foreign investment funds and other collective investment schemes. We also assist foreign promoters in entering the Swiss retail and professional market.

 

We represent fund management companies, asset managers, distributors and Swiss representatives before the Swiss Financial Market Supervisory Authority (FINMA). We assist our clients with all aspects of the issuance and listing of structured products in Switzerland. We are recognized representatives for the listing of securities on the SIX Swiss Exchange.

 

Furthermore, we work closely with Swiss representatives of foreign collective investment schemes and with law firms in other jurisdictions to provide a one-stop service offering.

 

  • 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.
  • Distribution to non-qualified and qualified investors
  • Listing of ETFs and structured products
  • Compliance
  • Tax advice

 

 

 

Key Contact


 

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Team Members

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

Deals & Cases

02.09.2019
Bär & Karrer Has Advised fundinfo on the Sale of the Fund Research Business to Allfunds more »
27.06.2018
Bär & Karrer Advises Vontobel on the Placement of CHF 450 Million Tier 1 Bonds to fund the acquisition of Notenstein La Roche more »
18.04.2018
Bär & Karrer Advised Copernicus Holding on the Establishment of its Structure and Obtaining a FINMA License more »
more deals & cases

Publications

TBTF: Do increased capital requirements, bail-in powers and resolution
Bahar Rashid,

Schweizerische Zeitschrift für Wirtschafts- und Finanzmarktrecht (SZW/RSDA), 6/2018

Download »
Alternative Investment Funds 2019 - Switzerland
Bahar Rashid / Peyer Martin,

The International Comparative Legal Guide, Seventh Edition, 2019

Download »
Equity raises for listed companies in financial distress
Raun Daniel / von Jeinsen Alexander,

IFLR Magazine February/March 2019

Download »
more publications

Speaking Engagements

GesKR-Tagung zum FIDLEG: Prospektrecht – Verhaltensregeln - Rechtsschutz
Bahar Rashid,

GesKR Tagung, Metropol, 3. April 2019, Zürich

Download »
FinTech: Fallstudien und Schlaglichter
Fischer Joel,

Referat an der Tagung «Vermögensverwaltung und Anlageberatung», SIX ConventionPoint, 23. Juni 2017, Zürich

La responsabilité de la banque dépositaire – Aspects choisis en droit suisse
Conrad Hari Aurélie,

Llm Banking & Finance, Unige, 28 February 2014, Luxembourg

more speaking engagements