Department profile
Schellenberg Wittmer Ltd

Investment Funds

Global Guide 2026 : Switzerland


Schellenberg Wittmer Ltd

Rankings

About

Provided by Schellenberg Wittmer Ltd

The Investment Funds Practice Group at Schellenberg Wittmer is renowned in Switzerland and internationally for the following expertise and knowledge:

Solid reputation: Our reputation is reinforced by the size and experience of our team, the specialization of its members and the market position we have, representing major players on a regular basis and treating most of the leading cases in Investment Funds in Switzerland. We are comprehensive and cover all aspects of the fund and asset management industry.

Strong Practice and Expertise: Setting up various Swiss collective investment schemes for institutional and retail clients as well as hedge fund structures for the private banking unit of a major bank and stock-exchange listed investment companies, assisting clients with their FINMA asset manager and distributor license and advising clients on setting up collective investment schemes and on distributing fund products into Switzerland (including advice on all contractual arrangements necessary therefore).

FINMA Authorization process: for asset managers, fund management companies, custodian banks, representatives of foreign collective investment schemes, distributors as well as Swiss and foreign collective investment schemes, with an emphasis on highly technical projects

Regulatory Issues: implementation of the new distribution rules within various institutions in Switzerland and the submission or not of several products/institutions to regulation in Switzerland.

Industries (5)

  • Banking
  • Crowdfunding
  • Commercial & Professional Services
  • Financial Services
  • Real Estate Finance

Chambers Review

Provided by Chambers

Investment Funds - Switzerland

Band 2

Band 2


What the Team is Known For

Schellenberg Wittmer offers an established team that attracts a range of significant asset managers and financial institutions to assist with fund registration and licensing proceedings before FINMA. The law firm is also sought after to advise on regulatory issues and the structuring of new funds, particularly in relation to real estate and pension activities.

Work Highlights

Provided by Chambers

  • Schellenberg Wittmer advised Vigama Capital on the creation and licensing of its new fund.

Strengths

Provided by Chambers

  • Schellenberg Wittmer stands out through a rare combination of legal excellence, creativity and client-centric thinking.

    Investment Funds respondentGlobal
  • The lawyers are equipped with valuable insights into market expectations, evolving trends and how best to position client applications for success.

    Investment Funds respondentGlobal
  • Schellenberg Wittmer has excellent knowledge of the regulatory environment and the ability to provide solutions to meet the changes.

    Investment Funds respondentGlobal
  • What distinguishes Schellenberg Wittmer is its practical approach combined with deep technical expertise.

    Investment Funds respondentGlobal
  • The advice and guidance we received has been very valuable and accurate. We were supported by a very capable team that was always very responsive.

    Investment Funds respondentGlobal

Notable Practitioners

Provided by Chambers

  • Band 1Caroline Clemetson
    Band 1Caroline Clemetson

    Caroline Clemetson

    Caroline Clemetson advises financial sector clients on the establishment of real estate and pension funds. She also acts on regulatory matters, including licensing applications for private equity fund managers.

    • Caroline is an exceptional lawyer. She is knowledgeable, driven, responsive and practical. She is also a problem-solver and great fun to work with.

      Investment Funds respondentGlobal
    • Caroline Clemetson is an excellent lawyer and a great asset for our company. She is our go-to person for all regulatory work as well as other complex legal questions or challenges we have.

      Investment Funds respondentGlobal
    • Caroline Clemetson is always a good listener and delivers good advice. She knows our business and our structure down to the smallest detail and is therefore able to meet our expectations very quickly.

      Investment Funds respondentGlobal
    • Caroline is always one step ahead in her thinking. She anticipates potential developments and considers how counterparties might react, outlining multiple scenarios and their legal consequences.

      Investment Funds respondentGlobal
    • Her forward-looking mindset, combined with her deep legal expertise and commercial awareness, makes her an invaluable adviser in both complex and fast-moving situations.

      Investment Funds respondentGlobal
  • Up and ComingJoane Etienne
    Up and ComingJoane Etienne

    Joane Etienne

    Joane Etienne notably advises asset management companies on the legal, regulatory and transactional aspects of Swiss funds, including associated FINMA approvals. She also assists with licensing and fund distribution projects.

    • Joane Etienne has proved to be a great asset in supporting and providing advice to our business. She is always available and goes above and beyond on service provision.

      Investment Funds respondentGlobal
    • Even in the most difficult situations, Joane is always positive, proactive and wise. She is very efficient and it is always a pleasure to interact with her.

      Investment Funds respondentGlobal
    • Joane Etienne is always there for you with a very strong legal background.

      Investment Funds respondentGlobal
    • What distinguishes Joane Etienne is the combination of extraordinary responsiveness and deep legal and commercial insight. Her replies are consistently fast, proactive and always on point.

      Investment Funds respondentGlobal
    • Beyond her legal expertise, Joane brings a strong commercial perspective, shaped by a clear understanding of the financial services industry and the regulatory landscape.

      Investment Funds respondentGlobal

Ranked Individuals at Schellenberg Wittmer Ltd (2)

Switzerland

Members

Provided by Schellenberg Wittmer Ltd

Schellenberg Wittmer Ltd has rankings in the following guides

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