Investment Funds
Europe Guide 2024 : Switzerland
Band 2
Email address
[email protected]Contact number
+41 58 200 39 00About
Provided by Kellerhals Carrard
Kellerhals Carrard has a huge asset management team with long standing expertise in the structuring and offering of Swiss and foreign investment funds and other financial instruments and in the incorporation and licensing of service providers in the fund area such as fund management companies, asset managers, custodians, distributors and placement agents. The team comprises several members each with more than 15 years of experience in the asset management area, is deeply involved in the regulatory work provided by AMAS (Asset Management Association Switzerland) and other industry organisations and is, thus, abreast of the legal developments in Switzerland, in the European Union and other jurisdictions.
Clients typically are banks, fund management companies / administrators, custodians, asset managers and distributors both on the national and international level. They cover in all kinds of asset classes such securities funds, real estate funds, ETFs, hedge funds, private equity funds, infrastructure funds and others.
Chambers Review
Kellerhals Carrard has a notable team with particular strength in acting for domestic and international clients on the structuring, registration, listing and distribution of funds. The law firm is sought after for Swiss regulatory advice for fund platforms from Ireland and Luxembourg. Kellerhals Carrard represents asset managers, hedge funds and banks, and assists with a range of funds, such as pension funds, exchange-traded funds and venture capital funds. The law firm also handles tax questions relating to investment funds.
Work Highlights
- Kellerhals Carrard acted for Man Group on the set-up of Irish, Luxembourg and Cayman funds, as well as registration of the funds before FINMA.
Strengths
Provided by Chambers
"The Kellerhals Carrard team has handled complex and sophisticated matters excellently, exceeding our high expectations."
"Kellerhals Carrard produce constant excellent results and are very responsive, also in times of high demand."
"The team are experienced and very supportive."
"The Kellerhals Carrard team have very good knowledge of Swiss investment funds law."
"The Kellerhals Carrard team has handled complex and sophisticated matters excellently, exceeding our high expectations."
"Kellerhals Carrard produce constant excellent results and are very responsive, also in times of high demand."
"The team are experienced and very supportive."
"The Kellerhals Carrard team have very good knowledge of Swiss investment funds law."
Notable Practitioners
Dominik Oberholzer is well versed in matters relating to the regulatory requirements for funds and fund managers. He regularly appears before the Swiss regulators seeking registration for funds and is further experienced in advising on collective investment schemes.
"If someone asks who to go to, it is Dominik Oberholzer."
Armin Kuehne demonstrates strength in the structuring and incorporation of funds, including licensing applications before FINMA. He is retained by a number of important asset managers and banks.
"Armin Kuehne is very client-focused."
"Armin Kuehne provides excellent representation."
"Armin Kuehne has strong practical knowledge."
Luca Bianchi acts for asset managers and financial institutions on regulatory questions, as well as the structuring and registration of funds.
"Luca Bianchi is a wonderful person to work with. He is aware of the needs of his clients and seeks appropriate advice in relevant jurisdictions."
"Luca is very bright and has a good understanding of local elements outside of his jurisdiction of practice. He is a pleasure to work with."
"Luca Bianchi has very comprehensive knowledge which allows him to constantly render excellent legal advice, including on complex or time-critical matters."
Ranked Lawyers at
Kellerhals Carrard
Switzerland
Members
Provided by Kellerhals Carrard
Head of Department
Cindy Ung
Daniel Lengauer
Davide Ceroni
Head of Department
Frédéric Rochat
Henric Immink
Ivo Baumgartner
Jean-Luc Chenaux
Joséphine Marmy
Lars Schlichting
Laurent Moser
Leonardo Cereghetti
Head of Department
Michael Kremer
Rim Zaoui
Sarah Mostafa
Vincent Jäggi
Industries
Provided by Kellerhals Carrard
Banks
Financial Services
Real Estate Finance