Investment Funds
Global Guide 2024 : Switzerland
Band 3
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
Schellenberg Wittmer storms into the rankings this year with glowing market support. The established team 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
- Schellenberg Wittmer advised Edmond de Rothschild REIM on the creation of a real estate SICAV, as well as regulatory aspects before FINMA.
Strengths
Provided by Chambers
"The Schellenberg Wittmer team are always ready to act, react and deliver if necessary."
"What struck me was the ability of the team to handle multiple highly technical problems."
"Schellenberg Wittmer offer a high level of technical skill coupled with practical experience."
"Schellenberg Wittmer stand out due to the excellent quality of their work and expertise in the specific areas I require assistance with."
"The Schellenberg Wittmer team are always ready to act, react and deliver if necessary."
"What struck me was the ability of the team to handle multiple highly technical problems."
"Schellenberg Wittmer offer a high level of technical skill coupled with practical experience."
"Schellenberg Wittmer stand out due to the excellent quality of their work and expertise in the specific areas I require assistance with."
Notable Practitioners
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 is very experienced, sophisticated, careful, diligent and solution-oriented."
"Caroline quickly targets what our needs are. She is super quick and efficient."
"Caroline Clemetson provides great advice and always makes herself available. She has great on-the-ground experience which is helpful and reassuring."
"She is very responsive and on the ball. When we need her, she is there for us."
"Caroline Clemetson has a very pragmatic approach and hands-on mentality, and is thus very efficient in providing information and giving solution-oriented advice."
Ranked Lawyers at
Schellenberg Wittmer Ltd
Switzerland
Industries
Provided by Schellenberg Wittmer Ltd
Banking
Commercial & Professional Services
Crowdfunding
Financial Services
Real Estate Finance