• "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

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

     

    Client in Chambers Europe 2017

  • "Dedicated investment funds group with a strong presence in Zürich, Zug, Geneva and Lugano."

     

    Chambers Europe 2016

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

     

    Chambers Europe 2015

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

     

    Client in Chambers Europe 2015

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

     

    Chambers Europe 2012

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

     

    Chambers Europe 2018

  • "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

  • "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

 

 

 

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


 

Team Leaders


 

Team Members

Paolo Ader

Associate

Dr. Tiffany Ender

Associate

Sandro Fehlmann

Associate

Dr. Joel Fischer

Associate

Salvatore Iacangelo

COO and Chief Digital Officer

Dr. Martin Peyer

Associate

Arnaud Philippe

Associate

Marc Poltéra

Associate

Selina Ragaz

Trainee

Dr. Nina Sauerwein

Associate

David Weimann

Associate

Marcel Züger

Associate

Lawyers Search





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

Deals & Cases

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 »
17.02.2011
Swiss Re Announces Creation of New Corporate Holding Structure more »
more deals & cases

Publications

Swiss Capital Markets Law
Bahar Rashid / Peyer Martin,

Outsourcing: FINMA Publishes a New Circular 2018/3 on Outsourcing for Banks and Insurance companies, CapLaw-2018-16, p.14-19

Download »
Fintech rules eased
Hsu Peter / Bahar Rashid,

IFLR Magazine September 2017

Download »
Disclosure of delegated voting rights
Bahar Rashid,

IFLR Magazine June 2017

Download »
more publications

Speaking Engagements

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