Banking & Finance
Europe Guide 2024 : Switzerland
Band 2
About
Provided by Pestalozzi
For more than 100 years, Financial Services have been one of our core practice areas. Swiss and foreign financial institutions, from banks, securities dealers and insurance companies to asset managers, investment firms and other financial service providers, government institutions, self-regulatory organizations and investors consult us for advice on national and international transactions (incl. for structuring purposes), regulatory and compliance matters, as well as investigations and proceedings.
- Extensive transactional, regulatory, tax and litigation/investigation and compliance practice in the banking industry
- Involvement in some of the largest financings in the world and certainly in Switzerland
- Involvement in the regulatory impact analysis, implementation of new regulation as well as in regulatory and tax compliance including day to day compliance of Swiss banks and other Swiss and foreign financial services companies
- Representing several banks in the context of the US Program and the related Swiss administrative (FINMA) and civil proceedings
- Covering legal, regulatory, tax and litigation/investigation matters in the fields of banking, securities dealers, exchanges, asset managers and other market participants
- Advice to issuers of structured products
- Provide legal, tax and regulatory advice regarding the acquisition of banks, securities dealers and asset managers based in Switzerland
- Conduct internal investigations with banks, securities dealers and other regulated entities
Chambers Review
Pestalozzi is a recognised practice with strong expertise in cross-border financing matters, such as revolving syndicated facilities agreements. The firm also handles acquisition financing arrangements, project financing and debt refinancing matters. Team members have further experience advising on regulatory issues.
Work Highlights
- Pestalozzi advised Apera Asset Management on providing a EUR86 million multi-jurisdictional unitranche debt package for the refinancing of Bibliotheca, a portfolio company of One Equity Partners.
Strengths
Provided by Chambers
"Pestalozzi provides profound answers on different topics in a very timely manner. The team are always super professional and absolutely on time."
"They are extremely knowledgeable on regulatory matters and very efficient in applying this knowledge to handle complex legal issues for our business."
"Pestalozzi offers clear and structured advice as well as good bench strength, with a lot of different expertise."
"The team is sufficiently resourced and demonstrates very good technical skills, while also being able to overlay commercial sense."
"Pestalozzi's lawyers are kind, engaged, quick to respond and extremely hands-on. Their level of service is outstanding."
"Pestalozzi provides profound answers on different topics in a very timely manner. The team are always super professional and absolutely on time."
"They are extremely knowledgeable on regulatory matters and very efficient in applying this knowledge to handle complex legal issues for our business."
"Pestalozzi offers clear and structured advice as well as good bench strength, with a lot of different expertise."
"The team is sufficiently resourced and demonstrates very good technical skills, while also being able to overlay commercial sense."
"Pestalozzi's lawyers are kind, engaged, quick to respond and extremely hands-on. Their level of service is outstanding."
Notable Practitioners
Oliver Widmer acts for borrowers, banks and private lenders on a range of finance matters, including cross-border revolving facility agreements and refinancings. He additionally advises banks on regulatory mandates.
"Oliver Widmer has very broad expertise and is very client-focused."
"Oliver Widmer is one of the best attorneys in his field in Switzerland."
Sébastien Roy handles project finance and acquisition finance mandates for both borrowers and lenders. In addition, he has experience assisting clients with the regulatory aspects of M&A transactions in the banking sector.
"Sébastien Roy is my go-to Swiss lawyer. He has the perfect combination of great technical skills alongside commercial acumen, and is incredibly proactive and really welcoming to work with."
"He provides an excellent level of service."
Entering the rankings this year on the back of increased market recognition, Ludivine Boisard frequently assists prominent international banks with acquisition financing transactions. She has additional experience handling the restructuring of existing credit facilities as well as providing advice on financial services regulations.
"Ludivine Boisard is a very pragmatic, competent and nice person to work with."
Ranked Lawyers at
Pestalozzi
Switzerland
Members
Provided by Pestalozzi
Head of Department
Severin Roelli
Head of Department