TRACK RECORD

Some of our latest engagements

Debt recovery of Swiss based Asset Manager following M&A transaction

Debt recovery of Swiss based Asset Manager following M&A transaction

Structuring of a Swiss domiciled Investment Fund for a large insurance company

Structuring of a Swiss domiciled Investment Fund for a large insurance company

Implementation of a Distribution and Cross-Border Sales Framework for a German Asset Manger

Implementation of a Distribution and Cross-Border Sales Framework for a German Asset Manger

Formation of Swiss Debt documentation including security documents for Lux securitization platform

Formation of Swiss Debt documentation including security documents for Lux securitization platform

Negotiation and drafting of IMA for large Swiss institutional Investor with external Advisor to sell their direct investments

Negotiation and drafting of IMA for large Swiss institutional Investor with external Advisor to sell their direct investments

Structuring of a Venture Capital Fund based Luxembourg for a Swiss Investment Advisor

Structuring of a Venture Capital Fund based Luxembourg for a Swiss Investment Advisor

File FINMA-Distribution Application for a Swiss based Investment Advisor (de facto investment manager)

File FINMA-Distribution Application for a Swiss based Investment Advisor (de facto investment manager)

Advising a large Swiss pension scheme in structured secondary transaction (buy side)

Advising a large Swiss pension scheme in structured secondary transaction (buy side)

Advising a Swiss Investment Manager on a secondary transaction into a Lux Venture Fund, including the drafting of underlying agreements and legal opinions

Advising a Swiss Investment Manager on a secondary transaction into a Lux Venture Fund, including the drafting of underlying agreements and legal opinions

Buy-side advisory in acquiring a wind park in Spain for large renewable power fund.

Buy-side advisory in acquiring a wind park in Spain for large renewable power fund.

Implementation of a corporate governance framework and implementation of regulatory developments and regulatory house keeping for Swiss investment manager

Implementation of a corporate governance framework and implementation of regulatory developments and regulatory house keeping for Swiss investment manager

Established an ESG-Advisory concept for a Swiss Family Office

Established an ESG-Advisory concept for a Swiss Family Office

Draft and file Supervisory Application for a large Swiss Asset Manager

Draft and file Supervisory Application for a large Swiss Asset Manager

Group company re-structuring and Swiss Company merger for an international Asset Management house

Group company re-structuring and Swiss Company merger for an international Asset Management house

Fund Migration of a Maltese AIF to Luxembourg incl. service provider DD and preparing legal documentation and regulatory project management

Fund Migration of a Maltese AIF to Luxembourg incl. service provider DD and preparing legal documentation and regulatory project management

Legal and regulatory advice for Swiss Banking Group in establishing their private markets business

Legal and regulatory advice for Swiss Banking Group in establishing their private markets business

Formation of an Infrastructure Mandate for a Swiss Institutional Investor

Formation of an Infrastructure Mandate for a Swiss Institutional Investor

Various FINMA filings and corporate house keeping for Swiss asset manager

Various FINMA filings and corporate house keeping for Swiss asset manager

Review of the Compliance Framework, AML Education and MiFID II Policy Framework for large Swiss Asset Manager

Review of the Compliance Framework, AML Education and MiFID II Policy Framework for large Swiss Asset Manager

Formation of various Swiss domiciled collective investment schemes, including  FINMA filing for a large Swiss Asset Manager

Formation of various Swiss domiciled collective investment schemes, including FINMA filing for a large Swiss Asset Manager

Due Diligence and Contract Negotiations for a Swiss Pension Scheme to invest in a Swiss Investment Foundation

Due Diligence and Contract Negotiations for a Swiss Pension Scheme to invest in a Swiss Investment Foundation

Formation of USD 500m Managed Account for Alternatives for large Swiss Institutional Investor (PE, Private Debt, Cat bonds), Cayman based with UK/US Manager

Formation of USD 500m Managed Account for Alternatives for large Swiss Institutional Investor (PE, Private Debt, Cat bonds), Cayman based with UK/US Manager

Expatriation (incl. client communication) of a Swiss domiciled umbrella fund to Luxembourg

Expatriation (incl. client communication) of a Swiss domiciled umbrella fund to Luxembourg