About

Provided by Bär & Karrer Ltd

We advise our clients on all matters related to investment products, working closely with Swiss representatives of foreign collective investment schemes and with our extensive international network of law firms.

We represent clients in licensing and registration procedures before the Swiss Financial Market Supervisory Authority FINMA.

Furthermore, we assist our clients with all aspects of the issuance and listing of structured products in Switzerland. Some of our team members are recognized representatives for the listing of securities on the SIX Swiss Exchange.

  • 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.
  • Tax advice
  • Compliance
  • Distribution
  • Listing of ETFs and structured products
  • Daily business

Chambers Review

Provided by Chambers

Investment Funds - Switzerland

4
Band 4

What the Team is Known For

Bär & Karrer has an experienced financial services department that covers a wide spectrum of investment funds matters. The law firm regularly represents clients before FINMA in relation to licensing approvals and compliance with financial regulations. The team's expertise also encompasses the structuring of new funds, distribution issues and transactional matters. The department regularly collaborates with its highly regarded tax team to provide advice on the full life-cycle of investment funds.

Notable practitioners

Daniel Flühmann is a key contact for clients.

Work Highlights

  • Bär & Karrer assisted Coller Capital with the launch of a FINMA-licensed representative office in Switzerland.

Strengths

Provided by Chambers

Members

Provided by Bär & Karrer Ltd

Christoph Suter

Daniel Flühmann

Daniel U. Lehmann

Peter Hsu

Rashid Bahar

Head of Department

Urs Brügger