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.

Chambers Review

Provided by Chambers

Investment Funds - Switzerland

3
Band 3

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 Schellenberg Wittmer Ltd

  • Schellenberg Wittmer assisted Carne with the transfer of the third-party Fund Management Services business from GAM, along with other regulatory and transactional advice.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Caroline Clemetson
1
Caroline Clemetson
1
Band 1
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 Clemetson's knowledge is her strong suit. She knows all the details and tricks up her sleeve to get to the best outcomes. She is very realistic and straight to the point.

Caroline Clemetson is an absolute expert in advising asset managers in Switzerland of any size and in any stage of their development.

Caroline Clemetson listens to her customers and is able to find pragmatic solutions.

Caroline Clemetson has top market know-how and is always creative in finding solutions.

She is exactly the lawyer you want on your side. She is fast, smart, responsive and has a photographic memory, such that she basically remembers almost every sentence in every agreement.

Joane Etienne
U
Joane Etienne
U
Up and Coming

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.

She has done a lot of great work and pays attention to detail.

Joane Etienne has in-depth knowledge of the financial markets and investment funds under Swiss law.

Ranked Lawyers at
Schellenberg Wittmer Ltd

Provided by Chambers
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Band

Switzerland

Investment Funds

Caroline Clemetson
1
Caroline Clemetson
1
Band 1
Joane Etienne
U
Joane Etienne
U
Up and Coming

Members

Provided by Schellenberg Wittmer Ltd

Industries

Provided by Schellenberg Wittmer Ltd

Banking

Commercial & Professional Services

Crowdfunding

Financial Services

Real Estate Finance